Achieve and maintain a successful working environment conducive to the development and motivation of qualified, productive, cross-functional team members by achieving the following goals: 95% retention rate, 4.75 or above average on all office surveys, Satisfactory rating or higher on office audits, 75% or higher Top Box Rating on Work Environment Survey, and. - Meet all the client's financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc.