Proven performer, adaptable and transformational leader with an ability to work independently, as well as collaboratively to develop opportunities that further establish organizational goals.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
• Cultivated and strengthened relationships with new and existing clients.
• Provides a consistent optimal customer experience, primarily handling customers' transactional needs, including but not limited to performing teller activities such as deposits, withdrawals, payments, and balancing.
• Ensures safe and sound banking practices, including adherence to all applicable laws and regulations.
• Achieves required levels of outbound phone calls using generated customer and prospect lead lists to educate customers on emerging technology and assist with meeting their financial needs.
• Refers customers to an internal team of experts when more complex financial goals and needs are recognized.
• Educates customers on standard consumer products, emerging bank technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier.
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