Jeffrey Rosa Email and Phone Number

Deepening relationships with individual and small business clients, Identifying financial needs, offering appropriate solutions and connecting clients with their internal and external partners to leverage the full capabilities of the bank, resident expert for small business products, services and strategies, ensure adherence to operational compliance policies and procedure.

Engage customers in the lobby to assist and educate customers on self-service technologies, establish, retain, and deepen relationships with customers to help them make and save money through company’s products, partner with investment, mortgage and business specialists to connect client with experts who can help them reach their financial goals, take ownership and resolve client complaints in a prompt and professional manner, assist tellers and management with additional tasks as the business needed.

Assist customers with routine account-related requests such as inquiries about bank deposit products and lending options, cross-sell bank products and services based on customer needs, service ATM, scan BCRC work, issue keys, maintain operational excellence, cash vault custodian, order supplies, perform overrides within company guidelines.

Head seller and leader of the footwear department, customer service, cashier, display of new merchandise on the sales floor, maintenance, training new hires.