Overall purpose of this position is to provide teller transaction quality and efficiency to customers who prefer face to face interaction with the bank Ability to uncover customer needs beyond the immediate transaction and being able to successfully transition the customer to the appropriate source or channel to address the need Educate customers about sales and service delivery options and assu
Overall purpose of this position is to provide teller transaction quality and efficiency to customers who prefer face to face interaction with the bank Ability to uncover customer needs beyond the immediate transaction and being able to successfully transition the customer to the appropriate source or channel to address the need Educate customers about sales and service delivery options and assu
Provide knowledge and systems support to branch personnel Review and investigate customer complaints Process brokerage transactions making the appropriate disclosures and mailing the proper documentation Make sure trades are accurate all accounts are reconciled and all trade tickets and blotters are kept in accordance with regulations Cross sell bank products and services Make presentation
Handle all administrative tasks for Financial Advisor Debbie Littlefield Primary point of contact for walk in clients and client phone calls Handle all service related issues for Financial Advisor and clients in addition to research and problem resolution Process paperwork and follow up as needed REQUIREMENTS Strong computer skills including knowledge of Microsoft Office 2007 Preference of
Overall purpose of this position is to provide teller transaction quality and efficiency to customers who prefer face to face interaction with the bank Ability to uncover customer needs beyond the immediate transaction and being able to successfully transition the customer to the appropriate source or channel to address the need Educate customers about sales and service delivery options and assu
All interns are PAID interns Can only work Monday Friday up to 19 hours per week REQUIREMENTS All interns are PAID interns Can only work Monday Friday up to 19 hours per week Wachovia Securities does NOT have an official intern program at this time All other duties as assigned Mon Fri 8 00am 5 00pm
Performs a variety of operational tasks for a moderately complex process or function Takes accountability for entire process from receipt of work item to resolution and closure Tasks require coordination of information among various operational areas and customers May use multiple online systems Receives and reviews incoming work contacting appropriate resources as needed Enters transactions
Works to build a long term advisory relationship with each client by analyzing situations from the client s perspective and with the goal of achieving results which are in the best interest of the client and Wachovia Develops sales strategies for maintaining and further penetrating existing client relationships includes pre call planning and post call follow up activities Executes market sales
Works to build a long term advisory relationship with each client by analyzing situations from the client s perspective and with the goal of achieving results which are in the best interest of the client and Wachovia Develops sales strategies for maintaining and further penetrating existing client relationships includes pre call planning and post call follow up activities Executes market sales
Works to build a long term advisory relationship with each client by analyzing situations from the client s perspective and with the goal of achieving results which are in the best interest of the client and Wachovia Develops sales strategies for maintaining and further penetrating existing client relationships includes pre call planning and post call follow up activities Executes market sales
