M&T Bank
Financial Services
RelationshipBanker
“Relationship Banker at M&T Bank. Skills: Sales, Customer service, Relationship management. Identify customer needs. Provide sales solutions”
What You'll Achieve.
Meet branch goals; Meet activity requirements
Industry & Context.
Risk management decisions
Stand for long periods, Prolonged use of hands, Lift 5-30 lbs, Read fine print, Face-to-face interaction
What They're Looking For.
Must Have
2 years retail sales experience, 1 year proactive sales experience, Verbal communication skills, Interpersonal skills, Exceptional customer service, Time management skills, Prioritization skills, Internet user-level technology
Nice to Have
Associates degree, Notary public license, Bilingual based on branch needs
What You'll Do.
Identify customer needs
Provide sales solutions
Conduct sales interactions
Assess customer profiles
Add value to relationships
Transition to needs-based discussion
Identify financial needs
Present product options
Work with business partners
Follow up with clients
Onboard new customers
Establish trust with clients
Schedule appointments
Prepare for appointments
Perform customer servicing
Adhere to compliance controls
Adhere to risk controls
Promote belonging environment
Maintain internal control standards
Complete related duties
Meet registration requirements
How You'll Work.
Team & Collaboration
Internal business partners
Communication Scope
Verbal communication; Interpersonal skills; Tact and diplomacy
Applying for this Relationship Banker role?
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