• New Accounts Representative

    Xtended Resources (Encino, CA)
    …Provide clients with account, product and service information in response to inquiries; resolve problems in an accurate and timely manner to ensure quality service ... and client retention. Independently open new deposit accounts for clients. Explain and review all account documentation and assume responsibility for proper documentation execution. Send documentation to client and follow up on receipt. Research, analyze and… more
    CATS (10/19/17)
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