Essential Functions – Personal Banker. Interviews customers to obtain information and explain available financial services such as savings and checking accounts, Individual Retirement Account, Certificates of Deposit, Safe Deposit Box Accounts, and Online Banking services. Open and Close the Branch daily according to procedures established. Types account information obtained from customer and identified customer for proper documentation to be pri...
Summary. The Lending position is an integral part of our business required to network and interact within the community to development relationships and produce revenue for the bank.
Description. Essential Functions – Personal Banker (float). Interviews customers to obtain information and explain available financial services such as savings and checking accounts, Individual Retirement Account, Certificates of Deposit, Safe Deposit Box Accounts, and Online Banking services. Open and Close the Branch daily according to procedures established. Types account information obtained from customer and identifies customer for proper do...
All Account Type(s) Documentation knowledge to review new account packages are complete. Cross check core system for input accuracy to match new account documentation. Cross check new account package for all required documentation including additional supporting documents. Verify identification for CIP is a match and has been scanned within the Core System. Verify new account packages include OFAC, Credit Bureaus, eFunds, and other supporting doc...
