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Bilingual Relationship Banker

2 months ago

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

We are seeking a highly skilled Bilingual Relationship Banker to join our team at M&T Bank. As a key member of our branch, you will be responsible for providing exceptional customer service and sales support to 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.
  • Responsible for meeting and maintaining registration requirements under the Federal SAFE Act and performing 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.
Requirements
  • 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.
  • Ability to fluently communicate both verbally and in writing with bank customers in both English and Spanish.
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

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.

Location

Washington, District of Columbia, United States of America.

Equal Opportunity Employer

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