Current jobs related to Senior Relationship Banker - Livingston - M&T Bank

  • Caregiver - Senior Living Assistant

    3 weeks ago

    Livingston, New Jersey, United States Sunrise Senior Living Full time

    About the RoleSunrise Senior Living is seeking a dedicated and compassionate Caregiver to join our team. As a Caregiver, you will play a vital role in providing exceptional care and services to our residents, ensuring their physical, emotional, and social needs are met.Key ResponsibilitiesBuild Meaningful Relationships: Develop strong bonds with residents...

  • Business Development Director

    7 hours ago

    Livingston, New Jersey, United States Caring Senior Service Full time

    Unlock a Rewarding Career in Senior CareCaring Senior Service of Essex County is seeking a driven and compassionate individual to join our team as a Home Care Sales Representative. In this role, you will play a key part in helping seniors stay healthy, happy, and at home by connecting them with our exceptional caregiving team.Key Responsibilities:Develop and...

  • Caregiver - Senior Living Assistant

    3 weeks ago

    Livingston, New Jersey, United States Sunrise Senior Living Full time

    About the RoleWe are seeking a compassionate and dedicated Care Manager to join our team at Sunrise Senior Living. As a Care Manager, you will be responsible for providing exceptional care and services to our residents, ensuring their physical, emotional, and social needs are met.Key ResponsibilitiesBuild meaningful relationships with residents and their...

  • Caregiver Assistant

    24 hours ago

    Livingston, New Jersey, United States Sunrise Senior Living Full time

    About the RoleWe are seeking a compassionate and dedicated Care Manager to join our team at Sunrise Senior Living. As a Care Manager, you will play a vital role in providing exceptional care and services to our residents and their families.Key ResponsibilitiesBuild meaningful relationships with residents and their families, providing assistance with...

  • Business Development Director

    2 weeks ago

    Livingston, New Jersey, United States Caring Senior Service Full time

    About the Role:Caring Senior Service of Essex County is seeking a highly motivated and results-driven individual to join our team as a Home Care Sales Representative. As a key member of our sales team, you will play a crucial role in promoting our home care services and fostering relationships with healthcare professionals, community organizations, and other...

  • Senior Claims Professional

    2 weeks ago

    Livingston, New Jersey, United States JobSquad Staffing Solutions Full time

    Job SummaryJobSquad Staffing Solutions is seeking a highly skilled Senior Claims Specialist to join our team. As a Senior Claims Specialist, you will be responsible for managing the claims process for clients from start to finish, ensuring exceptional service and achieving the best possible outcome for our clients.Key ResponsibilitiesManage the claims...

  • Senior Commercial Insurance Manager

    4 weeks ago

    Livingston, New Jersey, United States Boutique Recruiting Full time

    Boutique Recruiting is collaborating with a family-owned insurance firm to identify a personable and committed Senior Commercial Insurance Manager to enhance their team. In this vital role, you will be responsible for managing substantial commercial accounts, overseeing renewals, and delivering outstanding service in the dynamic realm of Property and...

  • Loan Review Senior Consultant

    1 month ago

    Livingston, United States Crowe Full time

    Crowe LLP Loan Review Senior Consultant - Livingston, New Jersey At Crowe, you have the opportunity to deliver innovative solutions to today's complex business issues. Crowe's accounting, consulting, and technology personnel are widely recognized for their in-depth expertise and understanding of sophisticated process frameworks and enabling technologies,...

  • Senior Claims Specialist

    4 months ago

    Livingston, United States KORE INSURANCE HOLDINGS LLC Full time

    Job DescriptionJob DescriptionOverview: KORE is an independent insurance partner that delivers an experience unlike any other: Unconstrained in our tailored approach and adjective advice, unrivaled in our white-gloved service, and unlimited in our delivery of complete solutions to unlock possibilities. Our team of proven and handpicked professionals works...

  • Senior Account Executive

    3 weeks ago

    Livingston, New Jersey, United States Coppertree Staffing Full time

    Job SummaryCoppertree Staffing is seeking a highly skilled Senior Account Executive to join our team. As a Senior Account Executive, you will be responsible for retaining and building upon an established book of business, focusing on delivering and creating additional value for clients through in-depth insurance knowledge to support a continued, long-term...

  • Senior Account Executive

    2 weeks ago

    Livingston, New Jersey, United States Coppertree Staffing Full time

    Senior Account Executive - Commercial LinesCoppertree Staffing is seeking a seasoned Senior Account Executive to join our team. As a key member of our commercial lines team, you will be responsible for retaining and growing an established book of business, delivering exceptional value to clients through in-depth insurance knowledge, and meeting or exceeding...

  • Director of Sales and Marketing

    4 months ago

    Livingston, United States Spring Hills Livingston AL Full time

    Spring Hills Livingston AL - Award winning company focused on employee experience. INVESTING IN YOUR FUTURE with, COMPETITIVE pay, matching 401k, education and training. CARING about your work/life balance with flexible scheduling & GENEROUS PTO. #FINDINGYOURHAPPY with Employee Committee, rewards and recognitions, making friends where you work....

  • Senior Account Executive

    3 days ago

    Livingston, New Jersey, United States Coppertree Staffing Full time

    Senior Account Executive - Commercial LinesCoppertree Staffing is seeking a seasoned Senior Account Executive to join our team. As a key member of our commercial lines team, you will be responsible for retaining and growing an established book of business, delivering exceptional value to clients through in-depth insurance knowledge, and meeting or exceeding...

  • Loan Review Senior Consultant

    2 months ago

    Livingston, United States Crowe Full time

    Your Journey at Crowe Starts Here: At Crowe, you have the opportunity to deliver innovative solutions to today's complex business issues. Crowe's accounting, consulting, and technology personnel are widely recognized for their in-depth expertise and understanding of sophisticated process frameworks and enabling technologies, along with their commitment to...

  • Senior Account Executive

    3 weeks ago

    Livingston, New Jersey, United States Coppertree Staffing Full time

    Job Summary:The Senior Account Executive's primary responsibility is to retain and build upon an established book of business with a focus on delivering and creating additional value for clients through in-depth insurance knowledge to support a continued, long-term relationship while meeting or exceeding annual sales and retention goals.Duties and...

  • Senior Account Executive

    3 weeks ago

    Livingston, New Jersey, United States KORE INSURANCE HOLDINGS LLC Full time

    Job DescriptionOverview:KORE Insurance Holdings LLC is a leading independent insurance partner that delivers a unique experience to its clients. Our approach is tailored to meet the specific needs of each business, providing unbiased advice and exceptional service. With a rich history dating back to 1972, we have evolved into a trusted leader in the...

  • Senior Consultant, Sustainability and Governance

    3 weeks ago

    Livingston, Montana, United States The ERM International Group Limited Full time

    ERM International Group Limited is in search of a Consultant specializing in Environmental, Social, and Governance (ESG) to enhance our dynamic team. The ideal candidate will engage in a diverse array of stimulating projects for clients spanning various sectors, with a primary emphasis on the mining and metals supply chain, particularly in light of...

  • Senior Tax Strategist

    4 weeks ago

    Livingston, New Jersey, United States Citrin Cooperman & Co LLP Full time

    Citrin Cooperman & Co LLP stands as a prominent player in the accounting and consulting sector, recognized for our commitment to excellence and innovation. With a workforce exceeding 2,400 professionals across numerous offices, we pride ourselves on fostering a collaborative environment that encourages growth and development. We are currently seeking a...

  • Senior Claims Specialist

    3 weeks ago

    Livingston, New Jersey, United States KORE INSURANCE HOLDINGS LLC Full time

    Job DescriptionOverview:KORE Insurance Holdings LLC is a leading independent insurance partner that delivers unparalleled service and tailored solutions to its clients. Our team of experienced professionals works closely with clients to understand their unique needs and provide comprehensive coverage from top carriers worldwide.We take pride in our unbiased...

  • Model Risk Senior Manager

    2 weeks ago

    Livingston, United States Crowe Full time

    Your Journey at Crowe Starts Here:At Crowe, you have the opportunity to deliver innovative solutions to today’s complex business issues. Crowe’s accounting, consulting, and technology personnel are widely recognized for their in-depth expertise and understanding of sophisticated process frameworks and enabling technologies, along with their commitment to...

Senior Relationship Banker

4 months ago

Livingston, United States M&T Bank Full time

Overview :

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 retain existing relationships by proactively identifying opportunities leveraging the portfolio management process and utilizing the fundamentals of the Bank's sales process to achieve personal sales and/or referral goals.

  • 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)).

  • Reach out to clients to follow up from previous interactions based on need identified during an appointment/interaction to progress development plan.

  • Develop understanding and knowledge of products and services offered by Business Banking.

  • Evaluate financing requests, recommend loan structure, and submit complete loan application packages.

  • Research and provide industry knowledge (e.g. vertical IQ).

  • Fluently explain processes, services, and products (e.g. interest expense, amortization schedules, how to optimize/educate all types of consumer debt scenarios, Mortgage/HELOC, Business Banking products, TM and Merchant Services products)

  • Attend community networking events.

  • Develop relationships with Centers of Influence for referral opportunities

  • Act as liaison with business partners for retail product solutions (i.e. cross-selling retail products to business owners). Build relationships with non-branch business partners (e.g. business bankers, mortgage loan originators).

  • Perform basic sales duties.

  • May be required to solicit new business banking relationships through outbound prospecting calling activities and develop new banking relationships through a consultative sales approach in some branches.

  • 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 focus of this position is to serve as key driver in growing the business through proactive identification of sales opportunities and portfolio management with customers to support achievement of annual branch sales goals. The position interacts with appropriate areas of the bank to ensure customer needs and service issues are resolved timely, accurately and completely.

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. Must have sophisticated understanding of each 4 types of need, transactional, savings, retirement and protection (why, why and how). Works with more complex business customers.

Education and Experience Required:

High school diploma or equivalent (GED) and a minimum of 3 years proven retail sales, call center, customer service and/or telesales experience

OR

A high school diploma or equivalent (GED) and minimum of 2 years 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

Minimum of 3 years financial services sales experience

Bi-lingual 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 heavy objects weighing 5lbs 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 $25.55 - $42.59 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Livingston, New Jersey, United States of America

M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.