M&T Bank
Financial Services
RelationshipBanker
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Relationship Banker at M&T Bank. Skills: Relationship Management, Sales Process, Risk Management, customer assessments, profiling for sales opportunities, account opening, lead-focused outbound calling, profile/pre-call planning, outreach, appointment preparation, interaction/appointment, follow-up, customer profiles, financial goals, product and service options, customer outreach, Onboard new customers, customer servicing interactions, operational, product, and system changes/enhancements, risk”
What You'll Achieve.
meeting and maintaining registration requirements under the Federal SAFE Act; focal point in the branch for sales, service and/or referral opportunities in support of overall branch goals and activity requirements; key driver of customer flow in the branch to support these activities; services existing customers and grows the business through identifying sales opportunities with customers; stay current on operational, product, and system changes/enhancements; demonstrate good risk management decisions to assist the branch in managing preventable losses and reduce fraudulent activity
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.
Play key role in Relationship Management (customer assessments
profiling for sales opportunities
account opening and lead-focused outbound calling)
Sales Process (profile/pre-call planning
appointment preparation
interaction/appointment
follow-up) and Risk Management (audit requirements
Know Your Customer (KYC) and customer information profile (CIP)).
Complete basic research on customer profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals
Identify financial needs of customers and present all appropriate product and service options by working cooperatively with appropriate internal business partners.
Proactively reach out to clients to via e-mail or phone to follow up and educate on value added products/services to address needs of clients
Onboard new customers through customer outreach (regardless of available channel
and individual who opened account)
Establish trust with existing clients through proactive outreach regularly
Schedule preset appointments for the following week and hold appointments each week
Adequately prepares for scheduled appointment before customer meeting (prepare for sales interactions with pre-call plan)
Perform customer servicing interactions.
Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
Promote an environment that supports belonging and reflects the M&T Bank brand.
Maintain M&T internal control standards
including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Complete other related duties as assigned.
Responsible for meeting and maintaining registration requirements under the Federal SAFE Act
How You'll Work.
Team & Collaboration
working cooperatively with appropriate internal business partners
Communication Scope
verbal communication and interpersonal skills; Ability to communicate with tact and diplomacy with internal and external customers
Full Job Description
# **Overview:** Identifies customers' needs through the bank’s retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and/or refer complex customer needs to the appropriate team member/partner. Specializes in our branch customer experience through lobby management, servicing and sales interactions for retail and business customers. ## **Primary Responsibilities:** * Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales Process (profile/pre-call planning, outreach, appointment preparation, interaction/appointment, follow-up) and Risk Management (audit requirements, fraud prevention, Know Your Customer (KYC) and customer information profile (CIP)). * Complete basic research on customer profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals * Identify financial needs of customers and present all appropriate product and service options by working cooperatively with appropriate internal business partners. * Proactively reach out to clients to via e-mail or phone to follow up and educate on value added products/services to address needs of clients * Onboard new customers through customer outreach (regardless of available channel, and individual who opened account) * Establish trust with existing clients through proactive outreach regularly * Schedule preset appointments for the following week and hold appointments each week * Adequately prepares for scheduled appointment before customer meeting (prepare for sales interactions with pre-call plan) * Perform customer servicing interactions. * Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. * Promote an environment that supports belonging and reflects the M&T Bank brand. * Maintain M&T internal con
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