Butler Catrese

Cultivate strong customer relationships by providing tailored advice and services.

Resolve customer complaints and disputes to maintain exceptional client care and loyalty.

Maintain in-depth product and service knowledge for well-informed customer advice.

Analyze customers’ financial information to deliver personalized account guidance and devise financial strategies.

Applies strong critical thinking and problem-solving skills to present new and additional products and services to accommodate clients’ ever-changing needs.

Partner with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities.

Leverage available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.

Manage client interactions by taking the best course of action for the bank and its clients, all while executing the banks’ risk culture and striving for operational excellence.

Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping.

Assists, educates, and trains clients on conducting simple transactions through self-service technologies.

Focuses on results while acting in the best interest of the client

Trains and assists teammates with complex situations and transactions to benefit client needs.

Responsible for the safekeeping and security of the banks’ assets including cash and negotiables while carrying out duties as acting vault custodian (2016)

Volunteer as a Better Money Habits Champion while educating and empowering our evolving community.