M&T Bank
Financial Services
RelationshipBanker
“Relationship Banker at M&T Bank. Skills: Relationship Management, Sales, Customer Service. Identify customer needs. Provide basic sales solutions”
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
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
Onboard new customers
Establish trust with clients
Schedule appointments
Prepare for appointments
Perform customer servicing
Adhere to compliance controls
Promote belonging environment
Maintain internal controls
Meet registration requirements
How You'll Work.
Team & Collaboration
Work with business partners; Internal business partners
Communication Scope
Verbal communication; Interpersonal skills; Tact and diplomacy
Applying for this Relationship Banker role?
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