Relationship Banker

3 days ago

Wilmington, Delaware, United States M&T Bank Full time
Job Summary

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.

Key Responsibilities
  • 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.
  • Float Relationship Banker will frequently travel to different branches within a designated area to assist branch staff as needed.
  • Play a key role in Relationship Management, Sales Process, and Risk Management.
  • Complete basic research on customer profiles to assess potential ways to add value to clients' banking relationships.
  • Identify financial needs of customers and present all appropriate product and service options.
  • Proactively reach out to clients to follow up and educate on value-added products and services.
  • Onboard new customers through customer outreach.
  • Establish trust with existing clients through proactive outreach.
  • Schedule preset appointments and hold appointments each week.
  • Perform customer servicing interactions.
  • Responsible for meeting and maintaining registration requirements under the Federal SAFE Act.
  • Adhere to applicable compliance and operational risk controls.
  • Promote an environment that supports diversity and reflects the M&T Bank brand.
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.
  • Ability to easily travel between branches on an as needed basis.
  • 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.
  • 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 office equipment.

  • Relationship Banker

    1 week ago

    Wilmington, Delaware, United States M&T Bank Full time

    Job SummaryWe 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 ResponsibilitiesProactively engage with customers to...

  • Relationship Banker

    1 week ago

    Wilmington, Delaware, United States M&T Bank Full time

    Job SummaryWe 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 ResponsibilitiesProactively engage with customers to...

  • Relationship Banker

    1 week ago

    Wilmington, Delaware, United States M&T Bank Full time

    Job SummaryWe 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 ResponsibilitiesProactively engage with customers to...

  • Relationship Banker

    3 days ago

    Wilmington, Delaware, United States M&T Bank Full time

    Job SummaryWe 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 ResponsibilitiesProactively engage with customers to...

  • Relationship Banker

    1 week ago

    Wilmington, Delaware, United States M&T Bank Full time

    Job SummaryWe 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 ResponsibilitiesProactively engage with customers to...

  • Relationship Banker

    1 week ago

    Wilmington, Delaware, United States M&T Bank Full time

    Job SummaryWe 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 growing our business through proactive outreach and referrals.Key ResponsibilitiesDevelop and maintain...

  • Bilingual Relationship Banker

    2 weeks ago

    Wilmington, Delaware, United States M&T Bank Full time

    About the RoleWe are seeking a highly skilled and motivated Bilingual Relationship Banker to join our team at M&T Bank. As a key member of our branch, you will play a vital role in providing exceptional customer service and driving sales growth.Key ResponsibilitiesCustomer Relationship Management: Build and maintain strong relationships with existing...

  • Bilingual Relationship Banker

    7 days ago

    Wilmington, Delaware, United States M&T Bank Full time

    Job SummaryWe are seeking a highly skilled and motivated 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 retail and business customers.Key ResponsibilitiesIdentify and assess customer needs through proactive sales solutions...

  • Bilingual Relationship Banker

    1 week ago

    Wilmington, Delaware, United States M&T Bank Full time

    Job SummaryWe are seeking a highly skilled and motivated 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 retail and business customers.Key ResponsibilitiesCustomer Relationship Management: Identify customer needs and provide...

  • Universal Banker II

    1 week ago

    Wilmington, Delaware, United States Salem Five Bank Full time

    About Salem Five BankSalem Five Bank is a leading regional financial services company that prioritizes innovation, customer service, and community support. Our collaborative environment fosters a culture of teamwork and growth, making us an ideal place to build a career.Job SummaryWe are seeking a highly motivated and customer-focused Universal Banker II to...

  • Personal Banker

    1 week ago

    Wilmington, Delaware, United States PNC Financial Services Group Full time

    Job OverviewPNC Financial Services Group is seeking a skilled Personal Banker to join our team in Wilmington, DE. As a Personal Banker, you will play a critical role in strengthening customer relationships and identifying opportunities to improve their financial well-being.Key ResponsibilitiesAcquire and deepen the branch customer base through proactive...

  • Personal Banker

    7 days ago

    Wilmington, Delaware, United States PNC Financial Services Group Full time

    Job OverviewPNC Financial Services Group is seeking a skilled Personal Banker to join our team. As a Personal Banker, you will play a critical role in strengthening customer relationships and identifying opportunities to improve their financial well-being.Key ResponsibilitiesAcquire and deepen the branch customer base through proactive sales and service...

  • Personal Banker I

    2 weeks ago

    Wilmington, Delaware, United States Wilmington Savings Fund Society Full time

    Job SummaryWSFS Bank is seeking a highly motivated and customer-focused Personal Banker I to join our team. As a Personal Banker I, you will be responsible for providing exceptional customer service and building strong relationships with our customers.Key ResponsibilitiesProvide personalized banking services to customers, including opening new accounts and...

  • Personal Banker I

    2 weeks ago

    Wilmington, Delaware, United States Wilmington Savings Fund Society Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Personal Banker to join our team at Wilmington Savings Fund Society. As a Personal Banker, you will be responsible for providing exceptional customer service and building strong relationships with our clients.Key ResponsibilitiesProvide personalized banking services to customers, including...

  • Universal Banker II

    4 days ago

    Wilmington, Delaware, United States Salem Five Bank Full time

    About Salem Five BankSalem Five Bank is a growing, regional financial services company that prioritizes innovation, customer service, and community support. We're committed to creating a collaborative environment where our employees can thrive and make a meaningful impact.Job SummaryWe're seeking a highly motivated and customer-focused Universal Banker II to...

  • Personal Banker I

    2 weeks ago

    Wilmington, Delaware, United States Wilmington Savings Fund Society Full time

    Job SummaryWSFS Bank is seeking a highly motivated and customer-focused Personal Banker I to join our team. As a Personal Banker I, you will be responsible for providing exceptional customer service and building strong relationships with our customers.Key ResponsibilitiesProvide personalized banking services to customers, including opening new accounts,...

  • Personal Banker I

    3 days ago

    Wilmington, Delaware, United States Wilmington Savings Fund Society Full time

    Job SummaryWSFS Bank is seeking a highly motivated and customer-focused Personal Banker to join our team. As a Personal Banker, you will be responsible for providing exceptional customer service and building strong relationships with our customers.Key ResponsibilitiesProvide personalized banking services to customers, including opening new accounts and...

  • Customer Engagement Banker

    4 weeks ago

    Wilmington, Delaware, United States Bank of America Full time

    Job Overview The role of a Relationship Banker is pivotal in fostering client engagement within the financial center. This position involves guiding clients through self-service banking options, including mobile and online banking, as well as ATM transactions. A key aspect of this role is to conduct meaningful conversations with clients to understand...

  • Client Relationship Specialist

    4 weeks ago

    Wilmington, Delaware, United States Bank of America Full time

    Job Overview The role of a Relationship Banker involves actively engaging with clients in the banking environment to provide education and support for utilizing self-service banking options, including mobile and online banking, as well as ATMs. The primary responsibilities encompass the accurate and efficient handling of cash transactions as required....

  • Senior Wealth Management Advisor

    3 days ago

    Wilmington, Delaware, United States Wilmington Trust Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at Wilmington Trust. As a Senior Wealth Advisor, you will be responsible for providing comprehensive wealth management services to high net worth individuals, families, and businesses.Key ResponsibilitiesDevelop and implement customized wealth management...