Relationship Banker

5 days ago

Washington DC USA, United States M&T Bank Full time
Job Summary

We are seeking a highly motivated and customer-focused Relationship Banker to join our team at M&T Bank. As a key member of our branch team, you will be responsible for identifying customer needs and providing proactive sales solutions to meet their financial goals.

Key Responsibilities
  • Identify customer needs through the bank's retail sales process and provide proactive sales solutions
  • Specialize in branch customer experience through lobby management, servicing, and sales interactions
  • Play a key role in Relationship Management, Sales Process, and Risk Management
  • Complete basic research on customer profiles to assess potential ways to add value to their banking relationship
  • Identify financial needs of customers and present all appropriate product and service options
  • Proactively reach out to clients to follow up and educate on value-added products/services
  • Onboard new customers through customer outreach
  • Establish trust with existing clients through proactive outreach
  • Schedule preset appointments and hold appointments each week
  • Perform customer servicing interactions and adhere to applicable compliance/operational risk controls
Requirements
  • High school diploma or equivalent (GED) and a minimum of 2 years proven retail sales, call center, customer service, and/or telesales 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
Preferred Qualifications
  • 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 heavy 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
Compensation and Benefits

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $35.90 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.

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

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