- Newtown Savings Bank (Newtown, CT)
- …a high level of knowledge regarding all Bank services and product suites. Product suites to include both deposit and loan products. Use knowledge to actively ... to all external and internal customers. Provide customers with product and service information as well as account resolution....customers and potential customers. Promote the complete line of deposit products and services as well as referring to… more
- Truist (New York, NY)
- …retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to ... advice delivery model with clients and prospects * Partners with Truist product specialists, including investments, trust, mortgage, insurance, etc., using a team… more