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-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
PM22
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