- M&T Bank (Nyack, NY)
- …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
- Citigroup (Mount Kisco, NY)
- …effectively. + Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions + Energetically greet ... and interact with clients on the bank floor to proactively identify and address client sales...with Citi + Executes financial transactions in accordance with bank policies and procedures while maintaining an acceptable record… more