Treasury agent vs relationship banker

Differences between treasury agent and relationship banker duties and responsibilities

Treasury agent example responsibilities.

• Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
• Process credit card sales for deposit to FEC bank accounts.
• Serve as the FEC customer's contact.
• Process 10,000 plus incoming account receivables as a CRT operator.
• Perform critical problem solving analysis and resolution of conflicts in reservations, billing, operation and citations issue during rentals.
• Review life insurance, annuities, investment, and international banking documentation for operational and regulatory compliance.

Relationship banker example responsibilities.

• Attain NMLS number and Texas notary.
• Perform teller duties, process daily reports, meet and exceed sales referral goals, manage ATM balancing and maintenance.
• Manage a comprehensive portfolio of diversify securities and real estate holdings.
• Cultivate new relationships through outside sales calls, effective profiling and telephone solicitation of company provide leads.
• Register with the NMLS and keep skills, knowledge, and accreditations up-to-date.
• Inform customers of procedures for applying for services such as ATM cards, direct deposit, and certificates of deposit.
Show more