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Fleet Private Clients Group Work Values
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Daily Duties at Fleet Private Clients Group:
Managed recruiting, hiring, and training of branch banking personnel in all operational functions, compliance, and risk standards. Led monthly, quarterly, and annual bank audits for Boca, Palm Beach, Stuart, and Sarasota branches. Performed annual performance reviews. Monitored and approved vendor accounts payable; trained employees on payment processing. Facilitated semi-annual security meetings. Managed Business Resumption Plan for State of Florida, as well as updates and testing for five offices. Actively participated in technology meetings, planned schedules for Florida, and performed system updates.Identified for my leadership, support & resource for the state of Florida. Managed certification process annually for Palm Beach Town Serving requirements with CPA firm.Resolve client issues and handle complaints. Monitor customer float, perform client research issues prior to Fleet acquisition 6/1/2000, maintained Federal & State Labor Law postings statewide, Liaison with (PCG) Private Client Group Product and Development Group and Legal for PCG brochures & updates. Act as state liason for corporate Process & Control Manager (Boston). Ascertain, compile & maintain employee security information. Verify state of Florida Monthly EZREC Account Reconciliations (Federal Reg DD) Audit new account opening files for documentation requirements. Cover overdrafts / make decisions in the absence of the lending department. New offices- chose furniture, paint color, wall coverings, carpet, marble flooring, light fixtures, plants, vaults...
What they like about Fleet Private Clients Group:
Organizations with strong, centralized leadership are particularly attractive to you. You require a work environment with leadership that aggressively seeks to expand and grow the business and does so in a visible and decisive manner. In general you prefer to work in an environment in which there is a strong link between leadership, its actions, and a strong set of company-wide values.
Information about Fleet Private Clients Group
Company Rank: Not Available
Average length of employment : 6 years
Average salary of employees: $67,500
These are some of the questions we asked our climbers about their experiences with Fleet Private Clients Group:
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| Were your performance expectations clearly communicated? | 0.0 |
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| Were you recognized for meeting or exceeding expectations? | 0.0 |
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| Did you feel like your personal contribution was important? | 0.0 |
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| Was your career path clearly outlined and discussed? | 0.0 |
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| I would recommend this as a place of employment. | 0.0 | |
| I believe in the purpose of this organization. | 0.0 | |
| I would work for this organization again. | 0.0 | |
| I feel employees are fairly compensated. | 0.0 |
