Relationship Banker in Pasadena MD

1 week ago


Pasadena, United States M&T Bank Full time

Branch Customer Experience SpecialistIdentifies 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 goalsIdentify 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 clientsOnboard new customers through customer outreach (regardless of available channel, and individual who opened account)Establish trust with existing clients through proactive outreach regularlySchedule preset appointments for the following week and hold appointments each weekAdequately 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 ActScope of Responsibilities:The position is the focal point in the branch for sales, service and/or referral opportunities in support of overall branch goals and activity requirements.The position is key driver of customer flow in the branch to support these activities.The position services existing customers and grows the business through identifying sales opportunities with customers.The position must stay current on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions to assist the branch in managing preventable losses and reduce fraudulent activity.Education and Experience Required:High school diploma or equivalent (GED) and a minimum of 2 years proven retail sales, call center, customer service and/or telesales experienceORA high school diploma or equivalent (GED) and a minimum of 1 year proven proactive sales experience.Strong verbal communication and interpersonal skillsProven ability to demonstrate exceptional customer serviceWell-organized individual with time management and prioritization skillsDemonstrated financial services product knowledgeAbility to communicate with tact and diplomacy with internal and external customersProficient with internet user-level technologyEducation and Experience Preferred:Associates degreeNotary public licenseBilingual based on branch needsPhysical Requirements:Ability to stand for long periods of timeProlonged use of hands and fingersAbility to lift light to heavy objects weighing 5 lbs. to 30lbsAbility to read fine printAbility to interact with customers in an open face-to-face work environmentAbility to use fax, telephone system, copier and other communication toolsM&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $20.43 - $34.05 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.Location: Pasadena, Maryland, United States of America


  • Relationship Banker

    3 weeks ago


    Pasadena, United States BankTalent HQ Full time

    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment...


  • Pasadena, Maryland, United States M&T Bank Full time

    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...


  • Pasadena, MD, United States M&T Bank Full time

    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...


  • Pasadena, United States First Convenience Bank Full time

    Back Bilingual Personal Banker #627-27328 Pasadena, Texas, United States Apply X Facebook LinkedIn Email Copy Location FCB Pasadena Wal-Mart Location Address 1107 S. Shaver St. Position Type Full Time Requirements * At least 18 years of age * High school diploma, high school equivalency or currently attending high school * Ability to communicate clearly and...

  • Relationship Banker

    2 weeks ago


    Pasadena, California, United States California Bank & Trust Full time

    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment...


  • Pasadena, United States Citigroup Full time

    Personal Banker Safe Act, Pasadena (South Lake) Branch, OfficerWorking at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community, and make a real impact.Job OverviewThe Personal Banker Safe Act is...

  • Relationship Banker

    2 days ago


    Pasadena, Texas, United States Bank of America Full time

    Job Description:One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to...


  • Pasadena, United States ATI - Northeast MD Pasadena Full time

    DetailsClient Name ATI - Northeast MD Pasadena Job Type Travel Offering Allied Profession Rehab Specialty Physical Therapist Job ID 35194467 Job Title Rehab - Physical Therapist Weekly Pay $2664.54 Shift DetailsShift Day Shift - 8 hours Scheduled Hours 40 Job Order DetailsStart Date 02/16/2026 End Date 08/16/2026 Duration 26 Week(s) Job Description Coast...


  • Pasadena, United States Citigroup Full time

    Personal Banker Safe ActThe Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer...


  • Pasadena, United States Citigroup Full time

    Part Time Universal Banker (20 Hours) - Pasadena-Hastings BranchDiscover your future at Citi. Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.Job...