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Relationship Banker

2 months ago

Manchester, New Hampshire, United States M&T Bank Full time
About the Role

We are seeking a skilled Relationship Banker to join our team at M&T Bank. As a Relationship Banker, you will play a critical role in driving sales and service goals in the branch. Your primary responsibility will be to build customer relationships and grow business by identifying sales opportunities and guiding customers towards options that fit their needs.

Key Responsibilities
  • Build trust with current clients through proactive outreach and regular communication
  • Develop new customer relationships through outbound calling and support branch goals by identifying sales, service, and referral opportunities
  • Complete basic customer research to recommend new solutions and drive informed discussions of customers' financial goals
  • Schedule, prepare for, and lead appointments with current and prospective customers
  • Deliver customer solutions in their moments that matter and educate customers on their options
  • Identify M&T team members who can solve complex customer problems and support operational needs such as cash ordering, vault, ATM, wire transfer, Know Your Customer (KYC), Anti-Money Laundering (AML), fraud prevention, and compliance-related tasks
  • Support a diverse environment that aligns with the M&T Bank brand and complete required training under the Federal SAFE Act
Requirements
  • High school diploma or equivalent (GED)
  • Sales experience: minimum 2 years in retail sales, call center, tele-sales, or customer service, or minimum 1 year proven proactive sales experience
  • Demonstrated financial services product knowledge and ability to communicate with tact and diplomacy to internal and external customers
  • Education and experience preferred: verbal communication, interpersonal skills, customer service (consumer and small-business), well-organized, time management, prioritization, comfort with technology (internet-user level), demonstrated success with referrals, cross-selling, or other sales skills, associate degree, notary public license, and bilingual ability
Physical Requirements

Lifting objects up to 30lbs

Compensation

The pay range for this position is $34.05 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.