Articles

  • Focusing on Client Service

    Terry Reed, Senior Vice President – Account Services

    In my past life in the banking industry, my operations team’s function was to move money where it needed to go, ensure systems were functioning to move the money and get deals funded. The focus was on the process, since another department handled the relationships. With Credentials being an outsource provider, I am still in the thick of the processes, but added the relationship piece to the job functions of the Client Relationship Management Group.
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