- M&T Bank (Putney, 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
- 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
- Insight Global (Keene, NH)
- …central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their ... relationships; manages all aspects of the client's relationships with Bank and refers to Retail and Wealth partners &...are attained * Responsible for understanding and adhering to Bank & Wealth Policies and Procedures * Responsible for… more