James Takacs

Managing customer transactions and maintenance-based banker needs, providing guidance to new CEB colleagues, educating them on ways to look out for fraud and protect customer accounts, along with standard teller line procedures. Managing branch housekeeping, ie: making sure everything is current including all retention and making sure everything out of date is destroyed. Processing customer disputes and managing customer concerns within my personal authority level.

Managing customer transactions and maintenance-based banker needs, providing guidance to new CEB colleagues, educating them on ways to look out for fraud and protect customer accounts, along with standard teller line procedures. Managing branch housekeeping, ie: making sure everything is current including all retention and making sure everything out of date is destroyed. Processing customer disputes and managing customer concerns within my personal authority level.

Managing teller transactions and overrides, keeping eye for attempted fraud, keeping tellers informed and current on ways to authenticate customers and spot fraud attempts, managing monthly branch reports including teller outage tracking and all branch compliance and operations. Attempt to obtain information as to source of large deposits, or to extrapolate more information when suspicious activity is present, coordinating with holds department when necessary in attempt to stop potentially fraudulent transactions.

Providing account maintenance and opening new banking products for customers as needed, providing lending options, as well as teller line operations and maintaining a cashbox as needed. Ensuring all monthly operations documentation in branch is up to date and anything unnecessary for branch retention is destroyed. Keeping a vigilant eye for attempted fraud and suspicious activity.

Writing mortgage loans, keeping current with mortgage lending regulation to ensure all loans met regulatory requirements of the time. Being the single point of contact with the client through the process.

Writing mortgage loans, keeping current with mortgage lending regulation to ensure all loans met regulatory requirements of the time. Being the single point of contact with the client through the process.