Senior Relationship Banker

2 weeks ago

Wayne, Pennsylvania, United States M&T Bank Full time
Job Summary

We are seeking a highly skilled Senior Relationship Banker to join our team at M&T Bank. As a key driver in growing our business, you will be responsible for identifying sales opportunities and portfolio management with customers to support achievement of annual branch sales goals.

Key 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 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.
  • Reach out to clients to follow up from previous interactions based on need identified during an appointment/interaction to progress development plan.
  • Evaluate financing requests, recommend loan structure, and submit complete loan application packages.
  • Research and provide industry knowledge, including vertical IQ.
  • Fluently explain processes, services, and products, including interest expense, amortization schedules, and how to optimize/educate all types of consumer debt scenarios.
  • Attend community networking events and develop relationships with Centers of Influence for referral opportunities.
  • Act as liaison with business partners for retail product solutions and build relationships with non-branch business partners.
  • Perform basic sales duties and may be required to solicit new business banking relationships through outbound prospecting calling activities.
  • 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.
Requirements
  • 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.
Preferred Qualifications
  • 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.
Compensation

The pay range for this position is $38.40 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Wayne, Pennsylvania, United States of America

M&T Bank is an Equal Opportunity/Affirmative Action Employer

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