, efficiently processing transactions, resolving problems, providing educational service, and uncovering financial needs... for referral to the appropriate line of business. Essential Functions Achieve financial wellness activity goals...
, as needed Deliver on our North(west) star experience and champion our customer’s financial wellness through delivery of exceptional..., efficiently processing transactions, resolving problems, providing education service, and uncovering financial needs for referral...
customer, patients with delinquent balances and/or previous bad debt patients in order that 1:1 financial counseling... reports. Processes deposit to go to bank at the end of each day. Participates and contributes to clinic's daily business...
customer to HomeStreet Bank through profiling the customer, assessing their banking and borrowing needs, and recommending... products and services. Effectively partners with other business lines within the Bank to identify sales opportunities...