M&T Bank
Financial Services
RelationshipBanker
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Relationship Banker at M&T Bank. Skills: Sales, Customer Service, Relationship Management. Identify customer needs. Provide basic sales solutions”
What You'll Achieve.
Meet branch goals; Meet activity requirements; Grow business; Manage preventable losses; Reduce fraudulent activity
Industry & Context.
Risk management decisions
Stand for long periods, Prolonged use of hands, Lift 5 to 30 lbs, Read fine print, Interact face-to-face, Use communication tools
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, Financial services product knowledge, Communicate with tact and diplomacy, Proficient with internet technology, Meet registration requirements SAFE Act
Nice to Have
Associates degree, Notary public license, Bilingual based on branch needs
What You'll Do.
Identify customer needs
Provide basic sales solutions
Conduct sales interactions
Assess customer profiles
Add value to relationships
Transition to financial goals
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
Work with partners; Work with business partners
Communication Scope
Verbal communication; Interpersonal communication
Applying for this Relationship Banker role?
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