M&T Bank
RelationshipBanker
“Relationship Banker at M&T Bank. Skills: Relationship Management, Sales Process, Risk Management. Identify customer needs through retail sales process. Provide proactive basic sales solutions through customer outreach”
What You'll Achieve.
Support overall branch goals and activity requirements; Grow the business through identifying sales opportunities
Industry & Context.
Ability to stand for long periods of time, Prolonged use of hands and fingers, Ability to lift light to heave objects weighing 5 lbs. to 30lbs, Ability to read fine print, Ability to interact with customers in an open face-to-face work environment, Ability to use fax, telephone system, copier and other communication tools
What They're Looking For.
Must Have
High school diploma or equivalent (GED) and a minimum of 2 years proven retail sales, call center, customer service and/or telesales experience OR A high school diploma or equivalent (GED) and a minimum of 1 year proven proactive sales experience, verbal communication and interpersonal skills, Proven ability to demonstrate exceptional customer service, Well-organized individual with time management and prioritization skills, Demonstrated financial services product knowledge, Ability to communicate with tact and diplomacy with internal and external customers, Proficient with internet user-level technology, meeting and maintaining registration requirements under the Federal SAFE Act
Nice to Have
Associates degree, Notary public license, Bilingual based on branch needs
What You'll Do.
Identify customer needs through retail sales process
Provide proactive basic sales solutions through customer outreach
Refer complex customer needs to appropriate team member
Specialize in branch customer experience through lobby management
Perform sales interactions for retail and business customers
Complete basic research on customer profiles
Assess potential ways to add value to clients
Transition to needs based discussion on financial goals
Identify financial needs of customers
Present all appropriate product and service options
Work cooperatively with internal business partners
Proactively reach out to clients via e-mail or phone
Follow up and educate on value added products/services
Onboard new customers through customer outreach
Establish trust with existing clients through proactive outreach
Schedule preset appointments for the following week
Hold appointments each week
Adequately prepare for scheduled appointment
Prepare for sales interactions with pre-call plan
Perform customer servicing interactions
Adhere to applicable compliance/operational risk controls
Promote an environment that supports belonging
Reflect the M&T Bank brand
Maintain M&T internal control standards
Complete other related duties as assigned
Meet and maintain Federal SAFE Act registration requirements
How You'll Work.
Team & Collaboration
Work cooperatively with appropriate internal business partners
Communication Scope
verbal communication; interpersonal skills; Ability to communicate with tact and diplomacy
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