Relationship Banker

We are seeking a highly motivated and customer-focused Relationship Banker to join our team at M&T Bank. As a Relationship Banker, you will play a key role in building and maintaining strong relationships with our customers, identifying their financial needs, and providing proactive sales solutions to meet those needs.

• Identify customer needs through the bank's retail sales process and provide proactive sales solutions to meet those needs.
• 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 for sales opportunities, account opening, and lead-focused outbound calling.
• Complete basic research on customer profiles to assess potential ways to add value to their banking relationship 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 and services to address their needs.
• Onboard new customers through customer outreach, regardless of available channel or individual who opened the account.
• Establish trust with existing clients through proactive outreach and regular interactions.
• Schedule preset appointments for the following week and hold appointments each week.
• Adequately prepare for scheduled appointments before customer meetings, including preparing for sales interactions with pre-call plans.
• Perform customer servicing interactions and adhere to applicable compliance and 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, as applicable.
• Complete other related duties as assigned.
• Responsible for meeting and maintaining registration requirements under the Federal SAFE Act.

To be successful in this role, you will need:

• A 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.

We also welcome candidates with:

• Associates degree.
• Notary public license.
• Bilingual based on branch needs.

This role requires:

• 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 30 lbs.
• 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.