- M&T Bank (Westhampton Beach, NY)
- …customer interactions. Explain the high-level criteria used to decision loan applications. Complete servicing-related responsibilities specific to Consumer and ... solutions in moments that matter most to them. Actively engage in lobby management , meeting and greeting customers and proactively inquiring and taking ownership to… more
- M&T Bank (Montauk, NY)
- …customer interactions. + Explain the high-level criteria used to decision loan applications. + Complete servicing-related responsibilities specific to Consumer and ... matter most to them. + Actively engage in lobby management , meeting and greeting customers and proactively inquiring and...log all customer complaints in the appropriate system. + Review , approve and help resolve Consumer and Business Banking… more
- Bank of America (Hampton Bays, NY)
- …Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * ... based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage… more