Sentences with phrase «handled opening of accounts»

Not exact matches

Although it is possible to make deposit money into your BKTrading in any of the supported currencies, the company will handle all your transactions using your preferred currency, the currency you indicated while opening your trading account.

Second: If you have only one type of credit card or a small loan, opening another type (like a store card) can help your «credit mix,» a term the credit bureaus use to indicate whether a person can handle different kinds of accounts.

First, if you open an account through Scottrade, they can handle most of it for you.

Its a risk I am handling, but I don't recommend any of my dear readers to open a margin account, especially if you are the type like myself who get easily excited and who's a stock junkie, always on the ride and always searching for something new to invest in.

By opening the Collateral Account, you agree that this Collateral Account Agreement, including the security interest provisions, forms a binding contract and makes up the entire agreement between you and the Bank regarding the handling of your Collateral Account.

This isn't my login handle there, since I don't want to draw attention to my account, but the login name I used leads to other accounts, and the general password I used there can open a couple of other non-critical accounts.

Handle / conduct customer service representative duties such as the opening and closing of accounts, explaining various products the bank can offer; accounts available and loans, and customer account maintenance.

Demonstrating a strong comfort handling daily cash transactions, as well as an excellent skill set in withdrawals and deposits, foreign payments, opening new accounts, check sorting, and overarching client service to generate a superior record of customer satisfaction and retention.

Handled opening of case files, researched loans, mortgages, bank accounts and background information on suspects.

Managed bank accounts for personal and business customers, assisted with their banking transactions and numerous banking needs such as opening and closing accounts, handling of their Safe Deposit Boxes needs, loan applications, credit card / debit card needs, account fraud etc..

Handled the complete accounting cycle, including opening, posting entries and closing of accounts and preparation of various accounting reports

Apart from this, he or she also performs tasks like opening new accounts, handling teller transactions, giving information about new products and services to cater the needs of customers and answering customer questions with warmth and politeness.

Performed and managed various job functions like opening and servicing of accounts, handling daily overdraft, commercial lending functions, prepared and submitted compliance reports including monthly, quarterly semi-annual and annual certifications to the senior management.

• Build and implement an effective and efficient territory sales plan for assigned territory • Ascertain that self and company sales targets are met on a consistent basis and ensure that any constraints are communicated to the territory sales manager • Plan and execute local educational and sales events in a bid to augment business and help deliver budgeted sales goals • Track leads and opportunities and perform marketing and follow up duties to convince customers to open individual and business accounts with the company • Support regional managers in achieving defined goals for territory, region and assigned channels • Drive sales and growth of all portfolios and develop and maintain positive customer relations, along with promoting customer intimacy • Develop and plan sales strategies to achieve required sales results and handle new business development activities using avenues such as cold calling • Perform market research to determine competitive advantage and report both competitor and customer activities in the field • Assist regional managers in planning, forecasting and managing assigned sales territories • Provide essential feedback reports to the regional manager regarding customer contacts and sales processes from distributors within the territory

• Develop and implement departmental administrative procedures • Manage calendars and schedules • Organize meetings and seminars and handle material acquisition duties • Ensure that university executives are appropriately prepared for meetings and conferences • Provide needed administrative support to student services • Plan the various logistics of university events such as budgets, speakers, promotions and communications) • Provide administrative support to HR by assisting with interviews and providing needed information • Provide administrative support to accounting department by preparing forecasts and reconciling budgets • Write and coordinate grant applications • Draft correspondence and prepare presentations • Take and record minutes of meetings • Prepare notices, memos and university agendas • Research information and record research summaries for university staff • Assist in designing and implementing university policies and procedures • Coordinate university affairs and events • Serve as a liaison to faculty, staff and alumni • Open, review and distribute incoming mail • Plan and arrange conferences and communicate arrangements to appropriate individuals • Supervise, monitor and coordinate activities of administrative staff • Take dictation from staff and faculty to prepare manuscripts and correspondence • Proofread and correct documents • Entertain visitors in the absence of supervisors • Maintain inventory of office supplies and equipment • Order supplies and manage paperwork necessary for purchasing • Design office filing systems and handle office records • Compile information provided by staff and faculty and organize it in the form of reports • Resolve routine conflicts • Follow up and track work flow and provide needed support to various projects • Train subordinates and assign appropriate work duties • Answer, screen and route incoming calls

Responsible in handling complete, accurate accounting cycle such as opening and closing of accounts, posting entries and preparation of various accounting reports

Duties included; conducting interviews, handling and resolving customer complaints, maintaining and tracking bar inventory, scheduling, completing opening check list, collection and accounting of daily proceeds, and entering invoices into company database.

Responsibilities Promoted and marketed bank products that helped the company grow and increase the client base Carried out the balancing of the ATM system and identified and eliminated any problems that arose with the system Worked with new clients opening accounts and handled any issues that arose with clients and their bank accounts Established and maintained business relationships with existing clients and other companies Assisted with bank audits and bookkeeping to ensure the company ran smoothly

clients to manage all their financial needs Handle personal and business banking clients Identified prospective... opportunities Make recommendations based off of financial objectives Open new accounts Research and resolve..., advise on and promote bank products and services to customers Proficient in powerpoint and learning

Handle HR responsibilities such as, payroll, workers compensation, leaves of absence (FMLA, TDI, HFLL), open enrollment, associate benefits, 401K account contributions and loan assistance, on - boarding, hiring interviews, termination and disciplinary actions

Tags for this Online Resume: Handles large volume of accounts in hundreds of thousands of dollar., Handle sales of all pharmaceutical products, both OTC and prescription drugs to pharmacy, doctors, industrial, hospitals both private & government, veterinary & non-traditional outlets., Conduct seminars for pharmacists and drugstore owners during launching of new products for the company., Achieve sales & collection forecast / targets / quotas assigned., Open new accounts on new territories,, Online internet accessible to all accounts of the territory.

Professional Duties & Responsibilities Supervised administrative support team ensuring effective and efficient operations Trained new associates in daily operations, claim processing, and company policies Oversaw invoicing, branch claims, liability reports, and company checking account Investigated off site damage reports and provided claim process recommendations Analyzed processes and introduced plan to reduce claims and increase efficiency Directed and oversaw company special events from conception to implementation Managed calendars for Chief Operations Officer, General Manager, and sales team Provided excellent customer service ensuring client satisfaction and repeat business Maintained customer information database guaranteeing organized client information Opened new client accounts and upgraded existing services Handled marketing duties including advertisements in yellow pages Inventoried company office supplies and replenished as needed Served as first point of contact between company and clients Researched and purchased new multiline phone system for reception team Significant experience conducting sales and customer service in a retail setting

Professional Duties & Responsibilities Supervised administrative support team ensuring effective and efficient operations Trained new staff members in daily operations, billing, and company policies Oversaw all financial records, bookkeeping, and accounts payable / receivable Responsible for scheduling of all patient appointments, procedures, and follow - ups Handled all company correspondence ensuring professional image and reputation Served as first point of company contact with clients and general public Provided excellent customer service ensuring client satisfaction and repeat business Maintained confidential client and patient information database Opened new patient accounts and upgraded existing files Inventoried company office supplies and replenished as needed Performed additional administrative duties including faxes and phones Conducted all responsibilities in courteous, polite, and positive manner

SunTrust Bank, Inc. (Washington, D.C.) 10/2002 — 2/2007 Teller • Managed teller team guaranteeing a positive atmosphere and profitable operations • Handled financial transactions including withdrawals, deposits, and account changes • Assisted manager with opening, closing, and oversight of bank vault • Supported management team with administrative functions as needed

The scam generally works like this: Hackers find an opening into a title company's or realty agent's email account, track upcoming home purchases scheduled for settlements — the pricier the better — then assume the identity of the title agency person handling the transaction.