Jason S. Mora Email & Phone Number

Uniondale, New York, United States

Uniondale, New York, United States

Handle customer calls professionally, providing information, assistance, and issue resolution.Communicate clearly with customers and colleagues, documenting interactions in the database.Develop expertise in products and services, staying updated on changes and promotions.Problem-solve by analyzing issues, offering solutions within guidelines, and collaborating with teams.Maintain high-quality standards, adhere to company policies, and efficiently manage call volume.

Westbury, New York, United States

Work efficiently in various queues, handling member and non-member calls on diverse topics such as Credit Union products, account information, and transactions. Verify member details for security. Process external payment requests and assist with member live chats. Engage in cross-selling products and services. Strive to surpass productivity, sales, and quality goals.

Miller Place, New York, United States

Provide excellent member service, promote Credit Union products, and handle transactions accurately. Assist and brief Branch Management on branch production, reporting function for loan pipelines, member activity, member correspondence, and any other information as needed, new membership account reviews, loan application reviews, and HMDA reviews. Develop and maintain member relationships, address issues promptly, and assist with onboarding. Provide guidance, troubleshooting, mentoring, coaching, and training for all applicable staff outside of authority and knowledge base. Perform Personal Banker duties, including account management, loan processing, and compliance tasks. Stay informed on Credit Union offerings, policies, and regulations. Support Contact Center during peak times, manage vault operations, and contribute to company audits. Offer digital and online banking support, participate in community events, and assist with business development. Meet and exceed ethical goals and fulfill additional duties as assigned.

Rocky Point, New York, United States

Provides leadership, conflict resolution, process improvement and communication to the Teller line and Platform side.Provides exceptional Customer service.Demonstrates competency and accountability with Store operational standards.Coaches team members on identifying sales opportunities and referring Customers to appropriate Store Employees or internal Business Partners to achieve both store and individual sales revenue goals.

Rocky Point, New York

Customer Service Representative II provides excellent customer Service while selling/cross-selling TD products to new and existing Customers. I meet with customers and prospects and develop understanding of other financial objectives and needs; Asses customer information and suggest appropriate product placement. Work within company guidelines to resolve any conflicts with customers accounts.

Rocky Point, Ny

Provides leadership, conflict resolution, process improvement and communication to the Teller line and Platform side.Provides exceptional Customer service.Demonstrates competency and accountability with Store operational standards.Coaches team members on identifying sales opportunities and referring Customers to appropriate Store Employees or internal Business Partners to achieve both store and individual sales revenue goals.Recruit, interview, and train Tellers in accordance with bank policySupport, mentor and coach team members in their professional development.

Farmingville, Ny

Providing exceptional Customer service by meeting all Customer demandsResolving problems independently, escalating more difficult issues to management.Processes regular daily Teller transactions for CustomersAdheres to polices brought upon the bank to protect customersEstablishes and solidifies Customer relationships by providing outstanding customer service Engaging customers in conversations regarding their current and future financial needsEducate Customers about Bank products and digital services. Recognize referral opportunities Assisting Head Teller with daily duties.

Hampton Bays, Ny

Train new hires within company guidelines.Assist the manager on duty with food orders and maintain all sides of the restaurant that includes cash line, barista, food line, and customer interaction in the dining room.Maintaining food line to be in regulation of food handling procedures.Maintaining environment of restaurant as a "home away from home''.Assisting customers with exceptional service.