Engaging with new and existing clients on a daily basis to better understand their short- and long-term financial goalsMonitoring client portfolios to ensure these meet their progress and target requirementsProviding tax, income, and estate guidance for clients while being able to answer questionsRegularly attending training sessions to stay up-to-date with regulatory or industry changesAssisting with marketing and communications to help grow their customer baseProactively resolving or preventing banking or portfolio problemsEducating clients to ensure they understand how their money is being managed

Serves customers by completing account transactions.Provides account services to customers by receiving deposits and loan payments, cashing checks, issuing savings withdrawals, and recording night and mail deposits.Sells cashier’s checks, traveler’s checks, and series e bonds.Answers questions in person or on telephone and refers customers to other bank services as necessary.Records transactions by logging cashier’s checks, traveler’s checks, and other special services; preparing currency transaction reports.