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Bank sows service, reaps customers
BY JOHN GOLDEN

Commerce Bank, a fast-growing banking presence in Westchester County and southern Connecticut, ranked highest in customer satisfaction in both the mid-Atlantic region and the nation in a recently released independent study of retail banking satisfaction.

People’s branches into Westchester
By CHRISTINA OCCHIPINTI

Looking to expand outside its “Connecticut footprint,” Bridgeport, Conn.-based People’s United Bank said it will open a branch in Westchester on June 18.

Keep financial goals in tact and on track
By ANDREW SAMALIN

Most of us would never walk into a doctor’s office and accept a prescription without an exam; however, oftentimes clients will allow their assets to be deployed by advisers without prior due diligence. Developing an investment policy statement (IPS) is like having that exam. It creates a financial framework for investors (and advisers) to help achieve the financial goals of a particular individual, foundation or business.

Citizens merges banking with a quart of milk, loaf of bread
By BRYAN F. YURCAN

Since opening its first retail branch in Westchester County three years ago, Citizens Bank has quickly expanded it footprint locally, launching its seventh county branch last month in the Stop & Shop grocery store on Westchester Avenue in White Plains.

Conn.-based bank enters Westchester market
By CHRISTINA OCCHIPINTI

Patriot National Bank, headquartered in Stamford, Conn., is bringing its “banking revolution” to Westchester County with its newest branch in Bedford.

Savvy bankers rethink services in high-tech times
By PAULA MANDELL

The financial industry took a hard turn toward changing the way it does business in favor of digital age processes in the early to mid-1990s. Now, it appears to have rotated a bit to find its balance.