Sentences with phrase «assisted private banking clients»

Assisted private banking clients with all walk - in, telephone and email transactions and inquiries including deposits, cash withdrawals, transfers, ATM card support, loan servicing, and general bank account servicing

Not exact matches

Butler recently advised Atom Bank on three private fundraising rounds (amounting to # 135m) to support the bank's launch, and Pass is assisting OpSec Security Group with its multimillion - pound takeover by a bid vehicle incorporated by Investcorp Technology Partners, a strategically important take - private transaction for the client that involved advising on regulatory issues including Takeover Code requiremeBank on three private fundraising rounds (amounting to # 135m) to support the bank's launch, and Pass is assisting OpSec Security Group with its multimillion - pound takeover by a bid vehicle incorporated by Investcorp Technology Partners, a strategically important take - private transaction for the client that involved advising on regulatory issues including Takeover Code requiremebank's launch, and Pass is assisting OpSec Security Group with its multimillion - pound takeover by a bid vehicle incorporated by Investcorp Technology Partners, a strategically important take - private transaction for the client that involved advising on regulatory issues including Takeover Code requirements.

Evaluated telephone specialist who assist customers with inquiries, new account opening and closing, sales, Private Client, Escalated, Team Leader manager, Complaint, Federal regulation and compliance for the Telephone Banking Center

INTERNSHIP DESCRIPTION Assisting senior portfolio managers manage the portfolios of their private clients as well as attracting new income for the bank through liaising with new and existing clients.