Job Description

POSITION SUMMARY
Provides individualized client service while handling daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures.

ESSENTIAL REQUIREMENTS

  • Processes financial transactions for clients accurately and efficiently. 

  • Identifies client needs uncovered during business interactions and/or conversations, promotes products and services and refers clients to the appropriate bank colleague if needed. 

  • Builds client loyalty; establishes client relationships, including addressing each client by name. 

  • Consistently delivers exceptional customer service to each and every client. 

  • Follows established Bank policies, procedures and guidelines. 

  • Participates in retail sales programs to help meet personal and banking center goals. 

  • Actively participates in team meetings and participates in community projects and appropriate educati...
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