- Greeted clients in lobby and discovered their financial needs - Assisted in opening new accounts - Instructed clients on how to use mobile banking features, contributing to the convenience of their banking experience - Signed in walk ins/clients with appointments, ensuring lobby remained organized- Educated clients on information regarding bank products - Scheduled future appointments for clients

- Prepared and submitted tax returns- Followed up with clients to gather relevant documentation and tax forms- Ensured all clients were in compliance with IRS regulations- Maintained and organized client information in database

- Delivered front service assistance to customers, efficiently packing away groceries- Delivered customers’ groceries to vehicle, ensuring fragile items packaged carefully- Retrieved shopping carts from parking lot, limiting safety hazards and providing carts for entering customers- Restocked plastic and paper bags as needed, ensuring front service supplies were available- Advertised new products to customers and communicated additional product information