M&T Bank
Financial Services
RelationshipBanker
“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
Industry & Context.
Stand for long periods, Prolonged use of hands, Lift 5 to 30 lbs, Read fine print, Open face-to-face work
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, communicate with diplomacy, 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 basic sales solutions
Conduct sales interactions
Assess customer profiles
Discuss 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
Promote belonging environment
Maintain internal control
Complete related duties
Meet registration requirements
How You'll Work.
Team & Collaboration
Internal business partners
Applying for this Relationship Banker role?
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