Catherine Roller Email & Phone Number

Lowell, Massachusetts, United States

• Opens deposit accounts
• Prepares and processes loan applications for various lending units (mortgage, consumer, small business, etc.)
• Closes loans for customers for applicable business lines (i.e. consumer lending)
• Makes referrals to other bank business lines and third party partners
• Proactively reaches out, by phone and in person, to high-value customers in efforts to retain and grow the portfolio
• For licensed individuals, sells annuities and/or insurance products

Chelmsford, Massachusetts, United States

• Support DCU’s Success Sharing Growth Goals through participation in the Branch Services sales program. Identify members’ needs and make appropriate referrals that develop the PFI relationship.
• Support DCU’s Service Goals by:
• Answering all calls within the specified service levels
• Providing members with efficient and professional service *Directing calls to the appropriate department when necessary
• Understand and explain all DCU products and services.
• Accurately process all routine transactions and file maintenance.

Westford, Massachusetts, United States

Ensures the delivery of prompt, courteous and knowledgeable service to all external and internal customers at all times, resolving any customer service issues appropriately and competentlyOperate as a front line manager focused on executing store functions through staff members.Help coach and train a capable and talented team of Sales Associates, ensure.

Chelmsford, Massachusetts, United States

• Role models established customer experience practices with internal and external customers
• Supports and embodies a positive store culture through honesty, integrity, and respect
• Accurately rings customer purchases/returns and counts change back to customer according to established operating procedures
• Promotes credit and loyalty programs during customer interactions
• Maintains and upholds merchandising philosophy and follows established merchandising procedures and standards
• Accurately processes and prepares merchandise for the sales floor following company procedures and standards