POSITION SUMMARY Based in our Corporate Headquarters, Banking Advisors provide phone and email support for internal and external clients. Primarily assists callers with inquiries and resolves problems with Lowell Five solutions, cross sells Bank products and services, and makes referrals while working to meet individual and team growth goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Handles incoming phone calls and emails from clients Maintains knowledge of Bank solutions and communicates them effectively to clients Makes outbound calls to our client base in an effort to deepen relationships and meet individual and team growth goals Actively listens to clients in order to advise an
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