- M&T Bank (Storrs Mansfield, CT)
- …needs; refers complex customer needs to the appropriate team member/partner. Float Universal Banker will frequently travel to different branches within a ... needs. Engage customers in a variety of ways to bank with us and provide solutions to meet their...opportunities to solve for other banking needs. Follow the Bank 's sales process and provide simplified, customer-focused advice and… more
- Berkshire Bank (Southwick, MA)
- …service skills at all times to promote a positive brand image for Bank through face to-face communication and telephone etiquette. Lead through lobby management, ... at all times to promote positive image for the Bank and build client loyalty. + Explains Bank policy and procedures to clients and resolves routine service… 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
- City National Bank (Hartford, CT)
- *MANAGER UNIVERSAL AGENT MORTGAGE SUPPORT* WHAT IS THE OPPORTUNITY? The Manager Universal Agent Mortgage Support Manager is responsible for overseeing the daily ... training, retaining, developing, counseling, and terminating colleagues * Manage the universal agent team including line level colleagues, leads and supervisors… more
- Berkshire Bank (Longmeadow, MA)
- …experiences and digital engagement. Supervise all Customer Service Associate (CSA) and Universal Banker positions to ensure the efficient and effective operation ... 30% + Executes an extensive variety of client transactions in accordance with Bank policy and procedures. + Maintains working knowledge of all products offered by… 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