Joanne Markle Email & Phone Number

Guilford, Ct, Us

New Haven, Connecticut

- Work closely with new and existing customers to understand their financial needs by providing recommendations and assisting customers with a wide-range of financial solutions to satisfy their spending, saving, and borrowing needs and deepening these relationships through strong interpersonal skills-Work cohesively with colleagues to create a positive and professional work environment that supports one another in meeting branch goals- Uncover customer needs and match the bank’s products and services; sell a full range of custom and business products/services such as deposit accounts, loans, credit cards, and home equity lines of credit to meet or exceed established sales goals to support overall sales objectives- Advise local business owners in opening accounts, payroll, and merchant services- Focus on referrals to both Financial Advisory and Private Banking programs resulting in high net-worth enrollments

North Haven, Connecticut, United States

- Developed and maintained relationships for new and established clients from sale through delivery and services

North Haven, Connecticut, United States

- Responsible for sale of stocks, bonds, mutual funds, ETFs, annuities, retirement planning and customer care.

Wethersfield, Connecticut, United States

- Assisted financial services representatives to implement transactions and service client needs.

New Haven, Connecticut, United States

- Established new accounts that included stocks, bonds, mutual funds, ETFs, and annuities.