- M&T Bank (Batavia, NY)
- **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
- KeyBank (Batavia, NY)
- …problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private ... Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate… more
- Tompkins Community Bank (Batavia, NY)
- …Responsible for answering escalated calls from all channels for all bank products utilizing experience and advanced knowledge to addresses complex customer ... inquiries and problems and non-routine matters from all channels for all bank products + Receive and process telephone service requests, emails, Banno Conversations… more
- KeyBank (Attica, 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