Brandon Steele Email & Phone Number

Grand Rapids, Mi, Us

Colorado Springs, Colorado, United States

Maintains current knowledge of Banks procedures and assists all branch staff with questions on them. Consults with operations managers and supervisors regarding processes for branch staff that are not currently defined in current company policies or procedures. Legal document review to include Court Orders, Power of Attorney’s, Social Security Fiduciary Appointment, Trust Agreements, and Conservatorships. New hire and termination processing to include network and program security removal.

Colorado Springs, Colorado, United States

Maintains a current knowledge and consistent compliance with Bank Secrecy Act (BSA) requirements.Maintains current knowledge and consistent compliance with other banking Regulations and bank policies and procedures related to the position.Processes paying/receiving transactions and maintains accurate records of all transactions.Cashes checks within assigned limits and stated guidelines.Responsible for daily cash settlements of cash and proof transactions.Opens checking, savings, money market and certificates of deposit accounts. Orders check and ATM/Debit cards and provides starter checks for new accounts.Understands and effectively applies selling techniques to open, develop, and close sales; creates product interest; actively cross-sells products/services; actively pursues potential customers.Identifies customer’s financial needs through in-person efforts, cold calls, referrals, and marketing, while providing strong product knowledge and quality service excellence.Displays knowledge and proficiency in explaining, selling, and administering products; refers customers to appropriate resources within the organization.Actively profiles customers to understand their complete financial services needs and recommends products and services based on those needs.Identify cross-sell and referral opportunities to broaden customer banking relationships. Responds to customer needs and priorities; establishes effective working relationships with customers; identifies and takes appropriate action on customer needs.Delivers the quality of service as defined by department standards.

Alma, Michigan, United States

Grand Rapids, Michigan, United States

Alma, Michigan, United States

Education record

High School Diploma