Internship Report Example - 1212 Words

1) Branch of the Quarter- Q2,2017 2) Successful to on- board 8 business customers with deposits over $3 MM. 3) Exceeded all individual threshold in 3 out of 4 quarters. Already exceeded new money and C +2 goal in Q 4. 4) Able to win multiple cash management deals after following up for a long time. 5 Community involvement and recognition. Part of NBA and NNCC merger team facilitating the transiting to the Needham Business Alliance (NBA) 6) Investment Sale As a manager I wear multiple hats and I am responsible for the overall success of my branch and staff development. I take full accountability of my actions and activities in my branch. In February of this year, one of my bankers made a mistake did not properly follow wire transfer†¦show more content†¦So far they have opened 9 Commercial accounts which resulted deposits over $5 MM. I also worked together with my financial planner which resulted the sale of $900,000 in September. I always keep an open mind and open to changes. Throughout the year, we have gone through many changes and I have adapted to it. Opening some business accounts and completing the new Certificate of Authority has been a challenge for me and my new team due to the complexities involved in the paperwork. I worked closely with my new team by explaining the importance of proper documentation to avoid any bank loss. I can see that we are adapting to the requirements of our verification department and opening more of these accounts with fewer errors. 2017 has been a mixed year for Needham Heights branch with some recognitions, challenges, staff turnover and opportunities. We were recognized as top branch of the quarter based on our score card in Q 2 and achieved all our sales goals in all 3 quarters. I did the regular coaching or training with my staff throughout the year to enhance their product knowledge and leadership skills to make them more confident and successful when dealing with our consumers. This resulted in increased home equity applications and cash management referralsShow MoreRelatedInternship Report Example1110 Words   |  5 Pagesneeds to be carried out everything was new to me. Policies and Procedures was one more thing in a state agency that I had to get familiarized with. My responsibilities in the agency was to make meeting minutes , maintain some application migration reports, testing and help some mainframe programmers learn about the new technologies and management of procurement from start to finish. I am persistent on learning new things. Technical system: Liff says: the first system of managerial systems definesRead MoreNokia 808 Pureview1358 Words   |  6 PagesVIRTUAL UNIVERSITY OF PAKISTAN Format of  Internship Report – (MCMI619) [pic] 1. Title Page The title page of the report will include:    a. Name of the organization b. Name of the internee, Student ID and session c. Submission date of the internship report d. Name of the University e. VU logo 2. 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