M&T Bank

Financial Services

RelationshipBanker

$0–0k Goshen, New York, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“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.

Financial Services
Problems you'll solve

Risk management decisions

Eligibility Requirements

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

Free ATS check

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