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The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of ...

Maintain up-to-date and accurate records of all customer interactions and personal information * Cultivate a knowledge base on all products and services to draw on customer interactions * Attend team ...

Stay up-to-date with industry trends and best practices to ensure our clients receive innovative and competitive solutions. * Actively lead training on product knowledge, consumer satisfaction, and ...

... dates on writing desks, etc.). * Communicate all disclosures, rules, and regulations covering transactions, as well as FDIC protection to customers upon the opening of new accounts. * Ensure accurate ...