Sam Mucho Email & Phone Number

Massachusetts, United States

Worcester, Massachusetts, United States

As a Relationship Banker, my main responsibility is to manage and deepen relationships with a portfolio of clients. I work closely with clients to understand their financial needs and goals, and provide personalized solutions that help them achieve their objectives.My day-to-day activities include prospecting for new clients, Helping Clients with Loan or credit requests, and recommending appropriate products and services. I also actively collaborate with other members of the bank's team, including financial advisors and loan officers, to provide a comprehensive and seamless banking experience for clients.To be successful in this role, I utilize a consultative sales approach and employ effective relationship-building techniques. I am skilled in identifying opportunities for cross-selling and up-selling, and I continuously strive to exceed client expectations by providing exceptional service. As a Relationship Banker, I play a critical role in helping clients achieve their financial goals, while also contributing to the growth and success of the bank.

West Boylston, Massachusetts, United States

Performed a wide variety of customer service operations and general clerical duties, including transactions for checking, savings, loans, and other assigned services. Builds positive customer relations as the Bank’s main point of customer contact; maintains working knowledge of established policies and operating procedures. Makes customer referrals in defined areas. Key Accountabilities:50% Transaction Duties:Executes an extensive variety of customer transactions in accordance with Bank policy and procedures.Maintains working knowledge of all products offered by the Bank and corresponding policies and procedures.Maintains working knowledge of all banking regulations.Handles large amounts of cash in an organized, timely and accurate fashion. Balances own cash drawer daily within the prescribed balancing guidelines. Acts as significant deterrent of robbery and fraud loss to Bank by following procedures and regulations and knowing the customer.Assists in daily office work to ensure proper balancing of branch and timely delivery of work to appropriate departments. May assist with branch capture of transaction work and cash letter reports as needed.Provides back up and support to Branch Supervisor tasks as needed.Available to work Saturday hours as required.50% Customer Service:Handles routine customer issues while executing excellent customer service principles. Identifies appropriate area to refer more complex issues and/or problems.Demonstrates excellent customer service skills at all times to promote positive image for bank through face to face communication and telephone etiquette.Cross-sells traditional bank products to meet established goals

Bachelor Of Business Administration - Bba, Accounting And Finance, Cum Laude High Honors

Mechatronics, Robotics, And Automation Engineering