• Engage customers in conversation to understand and meet their current and future financial needs by proactively providing them with advice and appropriate products and services• Contribute to the achievement of branch business objectives by meeting or exceeding individual sales goals• Contribute to the achievement of branch business objectives by meeting or exceeding individual sales & referral goals• Identify and refer customers to team members and internal Bank partners as appropriate

• Contribute to the achievement of branch business objectives by meeting or exceeding individual sales & referral goals• Create a legendary customer experience at every interaction and look for ways to contribute to the ongoing improvement of the overall branch customer experience• Complete financial transactions such as deposits, withdrawals, bill payments and/or other account transactions for customers in an accurate and efficient manner• Actively participate in the performance management process• Engage customers in conversation to understand and meet their current and future financial needs by proactively providing them with advice and appropriate products and services