Sentences with phrase «banks referred customers»

Not exact matches

«In fact, many commercial loan officers are referring their customers to the SBA lending divisions within their banks.»

A study done in 2011 by The American Marketing Association, involving over 10,000 customers at a well - known German bank, discovered that referred customers spend more on their first visit, stay customers longer, and have an overall 16 percent higher lifetime value than non-referred customers.

Club membership also gives members bragging rights as elite brokers, the ability to advertise their status on their websites, and priority when accounts of departing brokers are redistributed or when customers are referred to the broker - dealer from other parts of Bank of America, according to a description of the recognition clubs in Merrill's 2014 compensation booklet.

Corporate banking refers to the aspect of banking that deals with corporate customers.

The governor, in the announcement of the proposal, directly referred to the «excesses and systematic abuse» in the Wells Fargo case, where employees used customer information to create fake bank accounts and inflate their figures.

I have accounts with many banks, brokers, and online shopping rewards sites, etc., and some of them offer benefits for referring a new customer.

Also referred to as direct deposit, the electronic banking network in the U.S. through which payments are sent between banks and their customers.

Consider an over-the-counter (OTC) option sold (written) by Bank A to Customer C. Market risk refers to the fluctuating value of the option; if it is daily - mark - to - market, its value will be a function largely of the underlying asset price but also several other risk factors.

Santander Bank will give you a $ 150 bonus when you open a new personal checking account and have direct deposits totaling $ 1,000 or more post within the first 90 days, plus both new and current Santander checking customers can participate in the Santander Refer A Friend Program to receive $ 50 Visa Reward Cards.

For complete details of your reporting obligations and responsibilities: personal banking customers should refer to the Electronic Banking Services Agreement part of the Agreements, Bank Plans and Fees for Everyday Banking; and business banking customers should refer to the BMO Debit Card for Business and Telephone Banking / Online Banking section of the Agreement for Business Bbanking customers should refer to the Electronic Banking Services Agreement part of the Agreements, Bank Plans and Fees for Everyday Banking; and business banking customers should refer to the BMO Debit Card for Business and Telephone Banking / Online Banking section of the Agreement for Business BBanking Services Agreement part of the Agreements, Bank Plans and Fees for Everyday Banking; and business banking customers should refer to the BMO Debit Card for Business and Telephone Banking / Online Banking section of the Agreement for Business BBanking; and business banking customers should refer to the BMO Debit Card for Business and Telephone Banking / Online Banking section of the Agreement for Business Bbanking customers should refer to the BMO Debit Card for Business and Telephone Banking / Online Banking section of the Agreement for Business BBanking / Online Banking section of the Agreement for Business BBanking section of the Agreement for Business BankingBanking.

Skimming refers to capturing a customer's banking information by running it through a machine that reads the card's magnetic strip.

Coverage may be underwritten and managed by companies that are not affiliated with Mastercard ® or HSBC Bank USA, N.A. Please refer to the Mastercard ® Guide to Benefits and Terms and Conditions brochure, which will be supplied to all new customers following the receipt of their card.

And, if you have a client or customer experiencing difficulty qualifying for bank financing, please refer them to Excelsior Growth Fund.

Coverage may be underwritten and managed by companies that are not affiliated with Mastercard ® or HSBC Bank USA, N.A. Please refer to the Mastercard ® Guide to Benefits & Terms and Conditions brochure, which will be supplied to all new customers following the receipt of their card.

The terms in the standard form contracts between bank and customer providing for the relevant charges were referred to as «relevant terms».

Bank of America is trying to get a credit on its legal bills for referring customers to the law firms it uses.

Referring to customers «reasonable expectation», it said life insurance savings products are often compared to products offered by banks such as fixed deposits and recurring deposits.

The IFSC refers to the Indian Financial System Code, which is an alpha - numeric code that is printed on the cheque book of the customer or found on the bank's official website.

Resolved complaints and inquiries or referred customers to head teller or other bank management

Resume samples typically describe responsibilities such as answering customer queries, promoting banking products, and referring customers to experts specialized in their query.

RECRUITMENT CONSULTANT BIRMINGHAM CITY CENTRE # 18 - # 22K PA PLUS UNCAPPED OTE If you have the drive and ambition to succeed in a highly pressurised environment Extra Personnel are currently recruiting for: INDUSTRIAL RECRUITMENT CONSULTANT Hours of Work — Monday — Friday 40 hrs per week with flexibility to the business KEY DUTIES OF THE RECRUITMENT CONSULTANT * To identify suitable candidates for current and prospective industrial clients * Conduct interviews and full reference including right to work for all workers * To canvass new and existing clients to generate new business opportunities * Ensure that all clients and workers comply with health and safety legislation and promptly refer any concerns to the branch manager * Maintaining quality and ISO procedures in line with Standard Operating Procedures to ensure effective, positive quality audit results * Liaising daily with the clients and managing expectations including job requirements, hours of work and rates of pay * To conform to all statutory employment and contractual legislation * To ensure all administrative requirements are satisfied to ensure candidates are paid correctly, promptly and customers are invoiced promptly and correctly * Covering out of office calls and demands on a rota requirement * On time reporting of key information to Extra Personnel SKILLS REQUIRED FOR A RECRUITMENT CONSULTANT * Strong Sales and Customer service experience within a fast paced changing environment * Able to communicate at all levels from worker to director * Excellent organisational skills and the ability to prioritise workloads which continually change * Computer literate — outlook, excel and word * Ability to report critical information accurately and to tight deadlines * Ability to use a common sense approach to problem solving * Full UK driving license required BENEFITS As part of our commitment our Recruitment Consultant will also receive: * Excellent salary and bonus opportunities * Healthcare Scheme * Pension * Min 23 days holiday plus Bank Holidays rising to a maximum of 29 days plus Bank Holidays * Plus an additional days holiday for your Birthday * Continued advancement training

As Lobby Leader greeted customers as they entered the bank and referred them to the right area for service

Refers customers and non customers in areas such as opening new accounts, online banking, and specific loan advantages

Identify sales opportunities, referring bank customers for additional bank services as appropriate

Referred new customers to different bank services in order to develop and maintain deeper relationships.

Identifies potential customer needs and engages in the sales process to generate sales of bank products and services, referring to the platform as appropriate

Identifying and addressing customer needs by actively promoting relevant bank solutions, referring on as appropriate

Additional responsibilities of the Banking Customer Service Rep include: • Handling cash and processing customer transactions • Initiating conversations with customers to uncover their needs and referring them to the appropriate business partners to meet personal and financial center referral and sales goals • Personally maintaining a balancing record, finding and correcting errors and asking for help in this process as needed • Handling customer issues with professionalism and seamlessly directing complex issues to management staff • Maintaining up - to - date knowledge of financial center policies, procedures, products and services • Performing daily office responsibilities alongside other staff members to maintain the efficient operation of the financialCustomer Service Rep include: • Handling cash and processing customer transactions • Initiating conversations with customers to uncover their needs and referring them to the appropriate business partners to meet personal and financial center referral and sales goals • Personally maintaining a balancing record, finding and correcting errors and asking for help in this process as needed • Handling customer issues with professionalism and seamlessly directing complex issues to management staff • Maintaining up - to - date knowledge of financial center policies, procedures, products and services • Performing daily office responsibilities alongside other staff members to maintain the efficient operation of the financialcustomer transactions • Initiating conversations with customers to uncover their needs and referring them to the appropriate business partners to meet personal and financial center referral and sales goals • Personally maintaining a balancing record, finding and correcting errors and asking for help in this process as needed • Handling customer issues with professionalism and seamlessly directing complex issues to management staff • Maintaining up - to - date knowledge of financial center policies, procedures, products and services • Performing daily office responsibilities alongside other staff members to maintain the efficient operation of the financialcustomer issues with professionalism and seamlessly directing complex issues to management staff • Maintaining up - to - date knowledge of financial center policies, procedures, products and services • Performing daily office responsibilities alongside other staff members to maintain the efficient operation of the financial center.

As a Banking Customer Service Rep with Fifth Third Bank, you will refer customers to the appropriate business partners for product and service needs uncovered during business transactions and / or conversations.

Responsible for identifying customer requirements through regular contacts and refer financial products and services of the bank

Bank Teller — ABC Bank of New Jersey, Atlantic City, NJ — 3/2012 — Present • Use computer software proficiency to advise staff on accelerated processing techniques to reduce customer wait times by 20 percent • Enforce a high standard of customer service in the greeting and assisting of customers in the drive through and bank lobby • Verify signatures and balances when cashing checks and processing withdrawals and deposits • Calculate daily transaction amount and balance the cash drawer at the start and end of every shift, with an unwavering record of no shortages or overages throughout employment • Answer customer inquiries concerning balances, account details, and financial services, and refer questions to head management when necessary • Open and close customer accounts, resolve customer complaints, and perform account lookups on a daily bBank Teller — ABC Bank of New Jersey, Atlantic City, NJ — 3/2012 — Present • Use computer software proficiency to advise staff on accelerated processing techniques to reduce customer wait times by 20 percent • Enforce a high standard of customer service in the greeting and assisting of customers in the drive through and bank lobby • Verify signatures and balances when cashing checks and processing withdrawals and deposits • Calculate daily transaction amount and balance the cash drawer at the start and end of every shift, with an unwavering record of no shortages or overages throughout employment • Answer customer inquiries concerning balances, account details, and financial services, and refer questions to head management when necessary • Open and close customer accounts, resolve customer complaints, and perform account lookups on a daily bBank of New Jersey, Atlantic City, NJ — 3/2012 — Present • Use computer software proficiency to advise staff on accelerated processing techniques to reduce customer wait times by 20 percent • Enforce a high standard of customer service in the greeting and assisting of customers in the drive through and bank lobby • Verify signatures and balances when cashing checks and processing withdrawals and deposits • Calculate daily transaction amount and balance the cash drawer at the start and end of every shift, with an unwavering record of no shortages or overages throughout employment • Answer customer inquiries concerning balances, account details, and financial services, and refer questions to head management when necessary • Open and close customer accounts, resolve customer complaints, and perform account lookups on a daily bbank lobby • Verify signatures and balances when cashing checks and processing withdrawals and deposits • Calculate daily transaction amount and balance the cash drawer at the start and end of every shift, with an unwavering record of no shortages or overages throughout employment • Answer customer inquiries concerning balances, account details, and financial services, and refer questions to head management when necessary • Open and close customer accounts, resolve customer complaints, and perform account lookups on a daily basis

Sold or referred bank services to existing customers and potential customers, including DDA accounts, savings accounts, certificates of deposit, individual retirement accounts, and safe deposit boxes.

A relationship management resume objective refers to a statement created by a person who wants to apply for a role in relationship management either with a bank or company where one needs ensure that a cordial relationship is maintained with the clients and customers.

Sample HR Assistant Resume Create Resume OBJECTIVE To obtain a Human Resources assistant position RELOCATE GA Experience: Teller, Bank of America, Atlanta 01/05 — present Educated customers about bank products Referred products for sale to personal banker Resolved instant issues for customers Provided transaction services to customers Computer Programming Skills Operating Systems: Windows9X, Windows2000, Windows -LSB-...] Continue ReadiBank of America, Atlanta 01/05 — present Educated customers about bank products Referred products for sale to personal banker Resolved instant issues for customers Provided transaction services to customers Computer Programming Skills Operating Systems: Windows9X, Windows2000, Windows -LSB-...] Continue Readibank products Referred products for sale to personal banker Resolved instant issues for customers Provided transaction services to customers Computer Programming Skills Operating Systems: Windows9X, Windows2000, Windows -LSB-...] Continue Reading →

Worked hand in hand with the customers daily, answering and referring their questions to the relevant personnel hence meeting their banking requirements.

opportunities and referring to the Financial Specialist, or other financial center personnel as appropriate... Exceptional customer service Strong sense of banking ethics Safe and Vault operation Reliable Excellent... appropriate.

service5 years Selling Products and Services Strong sense of Banking ethics Safe and vauloperation Accurate... customers regards financial and personal information to refer products and devices for financial success... Summary Bank Teller experienced in fast - paced financial environments.

KEY DUTIES OF RECRUITMENT CONSULTANT * Managing drivers and being point of contact for resolving issues * Conduct interviews / pre screen and full reference of all drivers * Ensure that all clients and workers comply with health and safety legislation and promptly refer any concerns to the branch manager * Maintaining quality and ISO procedures in line with Standard Operating Procedures to ensure effective, positive quality audit results * Liaising daily with the clients and managing expectations including job requirements, hours of work and rates of pay * Self generate new clients via cold calling and expanding on existing client opportunities * Meet with new and existing clients to account manage and advise of the services available to them * Generate new drivers by way of advertising, social media and networking * Covering out of office calls and demands on a rota requirement * Planning a weekly rota / submitting accurate payroll data / reporting KPI data * Maintaining and increasing daily route allocations — ensuring the customer promise is delivered * Training of drivers in all aspects of the job * Managing claims for damages, insurance and fines * On time reporting of key information to Extra Personnel SKILLS REQUIRED: Recruitment Consultant * Strong Sales and Customer service experience within a fast paced changing environment * Able to communicate at all levels from driver to director * Excellent organisational skills and the ability to prioritise workloads which continually change * Computer literate — outlook, excel and word * Ability to report critical information accurately and to tight deadlines * Ability to use a common sense approach to problem solving * Full UK driving license required BENEFITS As part of our commitment our Recruitment consultant will also receive: * Excellent salary and bonus opportunities * Healthcare Scheme * Pension * Min 23 days holiday plus Bank Holidays rising to a maximum of 29 plus Bank Holidays * Plus an additional days holiday for your Birthday * Continued advancement customer promise is delivered * Training of drivers in all aspects of the job * Managing claims for damages, insurance and fines * On time reporting of key information to Extra Personnel SKILLS REQUIRED: Recruitment Consultant * Strong Sales and Customer service experience within a fast paced changing environment * Able to communicate at all levels from driver to director * Excellent organisational skills and the ability to prioritise workloads which continually change * Computer literate — outlook, excel and word * Ability to report critical information accurately and to tight deadlines * Ability to use a common sense approach to problem solving * Full UK driving license required BENEFITS As part of our commitment our Recruitment consultant will also receive: * Excellent salary and bonus opportunities * Healthcare Scheme * Pension * Min 23 days holiday plus Bank Holidays rising to a maximum of 29 plus Bank Holidays * Plus an additional days holiday for your Birthday * Continued advancement Customer service experience within a fast paced changing environment * Able to communicate at all levels from driver to director * Excellent organisational skills and the ability to prioritise workloads which continually change * Computer literate — outlook, excel and word * Ability to report critical information accurately and to tight deadlines * Ability to use a common sense approach to problem solving * Full UK driving license required BENEFITS As part of our commitment our Recruitment consultant will also receive: * Excellent salary and bonus opportunities * Healthcare Scheme * Pension * Min 23 days holiday plus Bank Holidays rising to a maximum of 29 plus Bank Holidays * Plus an additional days holiday for your Birthday * Continued advancement training

Recovered debt by referring customers for judgment, requesting garnishments of bank accounts, wages and property liens.