- M&T Bank (Plainville, CT)
- …on the customer's identified needs. Engage customers in a variety of ways to bank with us and provide solutions to meet their needs, encouraging and supporting the ... to identify opportunities to solve for other banking needs. Follow the Bank 's sales process and provide simplified, customer-focused advice and guidance. Proactively… more
- M&T Bank (Glastonbury, CT)
- …immediate need. Accurately balance and process customer transactions efficiently following Bank Policy. Take ownership of escalated account services issues until ... Process customer/account maintenance accurately. Complete Consumer AML (Anti-Money Laundering)/BSA ( Bank Secrecy Act)/ KYC (Know Your Customer related activities.… more
- Lincoln Financial (Hartford, CT)
- …Registered Index-Linked Annuities (RILAs), Fixed Indexed Annuities (FIAs), Guaranteed Variable Universal Life (GVUL), etc. You will work closely with risk managers ... ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally,… more