NY0341 Webster


Job Description

DESCRIPTION


Northwest Tellers are important members of our retail network team because they often have the most interaction with our customers. Northwest Tellers provide an excellent customer service experience by welcoming customers, efficiently processing transactions, resolving problems, providing education service, and uncovering financial needs for referral to the appropriate line of business.


ESSENTIAL FUNCTIONS:

+ Achieve financial wellness activity goals, such as identifying referral opportunities and contributing to the overall office's overall sales performance goals

+ Assist customers and visitors with questions, problem resolution, and other needs. Proactively engage with customers to understand needs and inform them of product/service features and benefits. Refer customers to appropriate team member for complex requests or products/services.

+ Actively engage with...