- M&T Bank (Wilmington, VT)
- **Overview:** Identifies customers' needs through the bank 's retail sales process to provide proactive basic sales solutions through customer outreach for basic ... business customers. **Primary Responsibilities:** + Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account… more
- Berkshire Bank (Pittsfield, MA)
- …service skills at all times to promote a positive brand image for Bank through face to-face communication and telephone etiquette. Lead through lobby management, ... at all times to promote positive image for the Bank and build client loyalty. + Explains Bank...finances and managing relationships with such tools as the Relationship Planner and Salesforce. + Works with clients to… more
- M&T Bank (Brattleboro, VT)
- …of large dollar amounts and of high complexity with the Bank , interviews applicants to develop information concerning their businesses and requirements, ... evaluates credit information and makes relationship recommendations. + Maximizes the Department's profitability through the maintenance of a high quality loan… more
- Berkshire Bank (Pittsfield, MA)
- …commitment letter. Coordinates any necessary changes prior to closing. Primary liaison with bank counsel and Commercial Relationship Manager. 35% + Assists in ... met and that the banks position and security interest has been satisfied following Bank policy and procedures. The DLS II is responsible for reviewing a wide variety… more
- Berkshire Bank (Pittsfield, MA)
- …existing clients and referring cash management clients to other business lines within the Bank . The CMO also assists in responding to RFPs. The AVP, CMO works ... cases, joint calls are arranged with the branch manager or commercial relationship managers. The CMO supports Commercial Loan, Small Business and Branch Officers… more
- Berkshire Bank (Pittsfield, MA)
- …timely loan closings and rates lock expirations are satisfied. + Cross-sell other bank products and work with appropriate business partners to deepen banking ... relationship . + Work to meet the credit needs of the communities the Bank serves, including helping low- to moderate-income residents acquire and remain in… more
- KeyBank (Hoosick Falls, NY)
- …and listen to clients to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and ... serving our clients and making them feel that no bank will fight harder for them. **Essential Functions** +...conversations, and then appropriately transitions the clients to a Banker . + Assists clients in achieving their financial goals… more