- KeyBank (PA)
- …National Sales Executive and ML) and lead production representative of their local market, branch referred business and Key Private Bank (KPB) referrals and KPB ... home equity production goals for both their assigned Retail branch markets and Key Private Bank (KPB)...acumen to include an understanding of financials (P & L ), credit and lending practices + Demonstrated effective leadership… more
- Atria Wealth Solutions (Allentown, PA)
- …investment and program integration initiatives with credit union and/or assigned bank program (includes branch personnel training). Actively engages assigned ... Through its relationship with CUSO Financial Services, L . P. (CFS) First Commonwealth Federal Credit Union...to the investment team. Provides regular feedback to the branch employees, identified credit union executives and sales manager… more