Assist with the preparation and distribution of team communications and presentations, both internal and external. Collect and consolidate data to assess the effectiveness and opportunities for the team in various...
Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates...
Delivers an exceptional customer experience by acting with a customer-first attitude. Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships,...
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings. Helps...
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings. Helps...
Assist with the preparation and distribution of team communications and presentations, both internal and external. Collect and consolidate data to assess the effectiveness and opportunities for the team in various...