Purpose: While projecting a professional image; interact with new and existing customers and match services that best fit their individual needs. Maintain and service an existing client base of business. Respond to inquiries and resolve issues. Assist customers by receiving…
Summary & Purpose: While projecting a professional image, interact with and assist new and existing customers by phone to match services that best fit their individual needs. Respond to inquiries and resolve issues. Essential Duties and Responsibilities: Ensure that customers…
Purpose =========== While projecting a professional image, the Trust Investment Officer interacts with internal and external stakeholders to establish investment protocols and controls aligned with Bank policies, procedures, and fiduciary regulations. This role involves evaluating and recommending third party asset…