Relationship Banker
2 weeks ago
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 providing exceptional customer service, identifying sales opportunities, and building strong relationships with our clients.
Key Responsibilities- Identify customer needs and provide proactive sales solutions through customer outreach and referrals.
- Specialize in branch customer experience through lobby management, servicing, and sales interactions for retail and business customers.
- Play a key role in Relationship Management, Sales Process, and Risk Management, including customer assessments, profiling, account opening, and lead-focused outbound calling.
- Complete basic research on customer profiles to assess potential ways to add value to clients' banking relationships and transition to needs-based discussions on financial goals.
- Identify financial needs of customers and present all appropriate product and service options by working cooperatively with internal business partners.
- Proactively reach out to clients via email or phone to follow up and educate on value-added products/services to address client needs.
- Onboard new customers through customer outreach and establish trust with existing clients through proactive outreach.
- Schedule preset appointments for the following week and hold appointments each week, adequately preparing for scheduled appointments before customer meetings.
- Perform customer servicing interactions and 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.
- 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.
- Associates degree.
- Notary public license.
- Bilingual based on branch needs.
- 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.
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Relationship Banker
3 weeks ago
Edgewood, Maryland, United States M&T Bank Full timeJob SummaryWe are seeking a highly motivated and customer-focused Relationship Banker to join our team at M&T Bank in Edgewood, MD. As a Relationship Banker, you will play a key role in building and maintaining strong relationships with our customers, providing them with exceptional service and sales solutions to meet their financial needs.Key...
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Relationship Banker
3 weeks ago
Edgewood, Maryland, United States M&T Bank Full timeJob SummaryWe are seeking a highly motivated and customer-focused Relationship Banker to join our team at M&T Bank in Edgewood, Maryland. As a key member of our branch team, you will be responsible for providing exceptional customer service, identifying sales opportunities, and growing our business through proactive outreach and referrals.Key...