Heather Cuffie

Retail Branch Manager @M&T Bank

Philadelphia, PA, US

Identifies customers\' needs through the bank’s retail sales process to provide proactive sales solutions through customer outreach for basic and complex customer needs. Specializes in our branch customer experience through all retail and business sales interactions.Play a key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Outreach, appointment preparation, interaction, follow-up and Risk Management (audit requirements, as well as, fraud prevention.Develop and attend various community networking events to serve as key driver in growing the business through proactive identification of sales opportunities and portfolio management with customers to support achievement of sales goals. Interact with appropriate areas of the bank to ensure customer needs and service issues are resolved timely, accurately and completely.