M&T Bank
Financial Services
RelationshipBanker
“Relationship Banker at M&T Bank. Skills: Relationship Management, Sales Process, Customer Service. 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 5-30 lbs, Read fine print, Face-to-face interaction, 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, Internet user-level technology proficiency, Federal SAFE Act registration
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
Discuss financial goals
Identify financial needs
Present product options
Work with business partners
Follow up with clients
Educate clients on products
Onboard new customers
Establish trust with clients
Schedule appointments
Prepare for appointments
Perform customer servicing
Adhere to compliance 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 skills
Applying for this Relationship Banker role?
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