Patrick Neumann Email & Phone Number

Levittown, NY, US

Lake Grove, New York, United States

Ensure all, audit and security policies and procedures are followed in accordance with Bank policy and Federal regulations. Support customers in all areas of the branch, from the cash handling and service needs.

New York, United States

Build and maintain relationships with clients, work closely with transaction coordinators and agents to ensure great client experience.

Amityville

Train, support and mentor 8 junior team members, proactively connect with customers to ensure positive experiences, develop strategies with other departments to grow volume of orders.

Miller Place, NY

Maintained and coordinated court calendar and client meeting schedule for busy trial law office, triaged customer interactions to ease partners' daily routines, and drafted and reviewed legal documents.

Selden, New York, United States

Assisted clients with complicated financial decisions, consistently exceeded sales goals for new account acquisitions, manager on duty.

Northport, New York, United States

Ensured proper cash controls, prepared branch for compliance audits, trained staff on policy updates and changes.