Sentences with phrase «referring financial questions»

Provided excellent customer service by answering or referring financial questions to supervisory staff.

Kinser referred financial questions, from staff pay to administrative costs, to the national office.

Not exact matches

«There's no question you're seeing (the) emergence of a lot of environment, social, ESG - related portfolios,» Head of Merrill Edge Aron Levine told Investor's Business Daily, referring to environmental, social and governance investing, a philosophy that looks for value beyond a company's financials.

If you have any questions about Arizona lending for car title loans, or simply want to get started, you can refer to the list above to contact one of our many helpful agents, and get started on reaching your financial goals.

Once you have started with us on the road to a fresh financial start, creditors are no longer allowed to contact you and instead will have to refer all questions to us, so you get immediate relief from harassment.

This project encapsulated what its curator Anselm Franke refers to as «undead histories»: those lacking sufficient authority to question officially sanctioned narratives, or simply without the financial support or infrastructure to be exhibited in the first place.

Additional responsibilities of the Lead Customer Service Representative include: • 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 • Training and developing new and current Customer Service Representatives and identifying other Customer Service Representatives who are capable of training new staff members • Monitoring operations behind the Customer Service Representative line, delegating work and taking issues to the Customer Service Manager as needed • Acting as the contact person for financial center personnel in regards to Customer Service Representative activity, answering questions and helping management to keep Customer Service Representatives up - to - date on all changes • Maintaining up - to - date knowledge of financial center policies, procedures, products and services

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 basis

(1) An arbitrator of section 13E arbitration or relevant property or financial arbitration may, at any time before making an award in the arbitration, refer a question of law arising in relation to the arbitration for determination by:

Agents should refer their clients to lawyers or financial planners to address legal questions and financial and tax considerations.

A smart QI will know when to say no and refer the question to a tax attorney, along with seeking financial advice from the client's CPA.