Serve and delight each customer during every interaction and execute financial transaction including deposits, withdrawals, bill payments, foreign currency requests and/or other account transactions in an efficient and professional manner;
Proactively demonstrate lobby leadership and educate our customers on self-serve options available to them with the goal to deliver an enhanced customer experience;
Understand our customers’ needs through quality conversations and identify opportunities to promote the right financial products and services to meet their needs;
Refer customers to branch team members and partners who can have quality needs based conversations to explore customers financial needs and goals.