- Fostered valuable client relationships and deliver exceptional customer service by offering credit advice beyond immediate needs.- Product specializations: everyday banking, personal credit lending (loans, credit lines, credit cards), home equity products (homeline plans, refinance, and add ons)- Look for opportunities to refer clients to the right partner that best suite their financial needs (IBP/IRP/Mortgage special referrals) - Making sound judgments, recommending, pricing, and decisioning credit applications.- Educating our clients by leveraging tools, resources and other channels to support advice and digital education and enablement.