Teams at The Bank of Greene County

Provides administrative and customer service support to the Investment Services Team. Duties include scheduling meetings, handling customer and brokerage correspondence, processing deposits, withdrawals, and brokerage account paperwork, maintaining confidential financial records, preparing reports and client documentation, and tracking branch referrals for incentive payouts. The role also requires adherence to FINRA, Bank Secrecy Act, AML, CIP, OFAC, and related compliance requirements.