Understands that different situations and levels may call for different skills and approaches.
October 30, 2022
Demonstrates passion for delighting the customer by living the Customer Covenant every day.
February 11, 2023
Provide recommendations and assist customers with a wide-array of financial solutions to help them save, spend, borrow and plan for retirement.
April 04, 2023
Update and mine marketing database for new loans Work with Marketing Department or respective Branch Manager on lead generation and database to search for new opportunities.
April 28, 2023
Actively pursues customer and non-customer new business by making proactive phone calls to customers/prospects.
May 11, 2023