The Primary duty is to build complete financial relationships with both existing and new customers by providing prompt, efficient, courteous, professional, and personalized service. This role involves providing direct and immediate response to customers’ requests and needs, controlling the flow of customers by directing them to the proper source/professional who can meet their needs. With every customer interaction, there will be in-depth conversations, in person and by phone, utilizing C.A.R.E and Advancing Language. The role focuses on building relationships by cross-selling appropriate bank services to meet customers’ needs and providing high quality and confidential customer service.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED