Job Description

- Serve as the first point of contact for Radin clients and provide a positive first impression through friendly and efficient customer service - Perform efficient and accurate transactions including, managing cash supply for the branch, - Incoming/outgoing cash deposits, and maintaining branch vault cash - Identify referral opportunities for new services based on client’s financial goals - Educate clients on digital and self-service opportunities offered by Radin - Ensure all client needs are met and effectively manage client issues/concerns, escalating as needed - Maintain working knowledge of client accounts as well as new and existing products and services offered. - Appropriately assess risk when business decisions are made, demonstrating particular consideration - For the firm's reputation and safeguarding Radin, its clients and assets, by driving compliance with - Applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding - Personal behavior, conduct and business practices, and escalating, managing and reporting control - Issues with transparency.