Relationship Banker
3 days ago
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 diversity 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 Scope 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 experience OR A high school diploma or equivalent (GED) and a minimum of 1 year proven proactive sales experience. Strong 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 Education and Experience Preferred: Associates degree Notary public license Bilingual based on branch needs Physical Requirements: 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 M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $22.66 - $37.76 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation. Location New Canaan, Connecticut, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
-
Relationship Banker
4 days ago
New York, United States Citigroup Inc Full timeCitibank, N. A. seeks a Relationship Banker for its New York, NY location. Duties: Develop and maintain client relationships and work with senior colleagues across countries to come up with a coherent franchise level strategy on banking advisory, and Relationship Banker, Banker, Relationship, Client Relations, Strategic Advisor, Financial
-
Senior Relationship Banker
4 weeks ago
New Milford, United States M&T Bank Full timeIdentifies customers' needs through the banks retail sales process to provide proactive sales solutions through customer outreach for basic and complex customer needs. Specializes in our branch customer experience through all retail and business sal Relationship Banker, Relationship, Retail Sales, Customer Experience, Banker, Senior, Business Services
-
Senior Relationship Banker
4 weeks ago
New Milford, United States M&T Bank Full timeIdentifies customers' needs through the banks retail sales process to provide proactive sales solutions through customer outreach for basic and complex customer needs. Specializes in our branch customer experience through all retail and business sal Relationship Banker, Relationship, Retail Sales, Customer Experience, Banker, Senior, Business Services
-
Relationship Banker
2 days ago
New Hope, United States Penn Community Bank Full timeOverview As a member of the Retail Banking team the Relationship Banker provides guidance on banking products and services. The Relationship Banker also will interface with other business lines in order to refer when customer needs are assessed and uncovered. The Relationship Banker must possess high energy and cultivate meaningful relationships with new...
-
Relationship Banker
4 weeks ago
New York, United States City National Bank Full timeOverview: RELATIONSHIP BANKER WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their branch, and assisting with the operational integrity of the branch. Provides expertise in all aspects of providing exemplary client service. Successfully completes Onboarding Workshops, and...
-
Relationship Banker
4 weeks ago
New York, United States City National Bank Full timeOverview: RELATIONSHIP BANKER WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their branch, and assisting with the operational integrity of the branch. Provides expertise in all aspects of providing exemplary client service. Successfully completes Onboarding Workshops, and...
-
Relationship Banker
3 days ago
New York, United States City National Bank Full time**RELATIONSHIP BANKER ** PARK AVENUE SOUTH, NEW YORK WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their branch, and assisting with the operational integrity of the branch. Provides expertise in all aspects of providing exemplary client service. Successfully completes...
-
Relationship Banker
7 days ago
New Lenox, United States Wintrust Financial Full timeWintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its “Different Approach, Better Results” philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer. Wintrust operates more...
-
Relationship Banker
2 days ago
New Lenox, United States Wintrust Financial Full timeWintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its Different Approach, Better Results philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer. Wintrust operates more than...
-
Relationship Banker
4 weeks ago
New York, United States NBT Bank Full timePay Range: $16.00 - $21.72 The role of the Relationship Banker is to deliver high quality customer service and responsiveness while providing quality, consultative customer service to ensure both internal and external customer's needs are met. This individual will be responsible for the efficient and timely processing of moderate to complex transactions and...
-
Relationship Banker
4 weeks ago
New York, United States NBT Bank Full timePay Range: $16.00 - $21.72 The role of the Relationship Banker is to deliver high quality customer service and responsiveness while providing quality, consultative customer service to ensure both internal and external customer's needs are met. This individual will be responsible for the efficient and timely processing of moderate to complex transactions and...
-
Relationship Banker Associate
1 week ago
New Milford, New Jersey, United States M&T Bank Full timeJob OverviewWe are seeking an experienced Senior Relationship Banker to join our team at M&T Bank. As a seasoned professional, you will play a critical role in enhancing our branch customer experience across all retail and business services.Key ResponsibilitiesDevelop targeted sales strategies to identify customer needs through our retail sales...
-
Banking Center Relationship Banker 2
4 weeks ago
New Haven, United States Webster Bank Full timeIf you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people firstdoing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities....
-
Banking Center Relationship Banker 2
4 weeks ago
New Bedford, United States Webster Bank Full timeIf you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people firstdoing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities....
-
Banking Center Relationship Banker 2
3 days ago
New Bedford, United States Webster Bank Full timeIf you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our...
-
Relationship Banker
22 hours ago
New York, United States NBT Bank Full timePay Range: $17.50 - $22.43 The role of the Relationship Banker is to deliver high quality customer service and responsiveness while providing quality, consultative customer service to ensure both internal and external customer's needs are met. This individual will be responsible for the efficient and timely processing of moderate to complex transactions and...
-
Relationship Banker
12 minutes ago
New York, United States NBT Bank Full timePay Range: $17.50 - $22.43 The role of the Relationship Banker is to deliver high quality customer service and responsiveness while providing quality, consultative customer service to ensure both internal and external customer's needs are met. This individual will be responsible for the efficient and timely processing of moderate to complex transactions and...
-
Relationship Banker
56 minutes ago
New Lenox, United States Wintrust Financial Full timeWintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its “Different Approach, Better Results” philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer. Wintrust operates more...
-
Analyst, Global Relationship Banker
5 days ago
New York, United States HSBC Full timeOur purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our...
-
Senior Relationship Banker
3 days ago
New Milford, United States M&T Bank Full timeOverview : Identifies customers' needs through the bank’s retail sales process to provide proactive sales solutions through customer outreach for basic and complex customer needs. Specializes in our branch customer experience through all retail and business sales interactions. Primary Responsibilities: Develop new customer relationships and expand and...
