- Answer all phone calls following the CFSB standard and procedures
- Maintain accurate phone logs for all calls
- Attend weekly team huddles
- Actively refer/cross-sell to clients
- Request the business of prospects and log all referrals
- Complete all tasks and trainings before deadlines
- Learn and comply with all CFSB policies, procedures, and standards
- Perform other duties as requested by Team Leader
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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