Tri Counties Bank Benefits Overview

Supports Financial Advisors by opening and maintaining investment accounts, processing transactions, preparing paperwork, coordinating appointments, handling client communications, resolving transaction issues, maintaining compliance files, collecting fees, and organizing client events. Provides confidential, detail-oriented client service through phone, email, mail, and in-person interactions while following banking policies, investment procedures, and applicable regulations.

Supports Financial Advisors by opening and maintaining investment accounts, processing transactions, preparing account paperwork, handling deposits and cash distributions, tracking fees and documentation, and resolving transaction issues. Provides client service through phone, email, mail, and in-person interactions; schedules appointments, assists with client meetings, maintains compliance files, protects confidential information, and coordinates client appreciation events while following banking and investment regulations.

Provides customer service, training, onboarding, troubleshooting, and agreement support for treasury management and business online banking products. Assists clients, branch employees, sales officers, and relationship managers with Remote Deposit Capture, ACH, wire transfers, lockbox, system access, and regulatory procedures. Reviews agreements, resolves issues, supports platform testing, and maintains compliance with banking regulations including BSA, SAR, OFAC, CIP, NACHA, and GLBA.