Relationship Banker
Company: M&T Bank
Location: Middletown
Posted on: June 24, 2022
Job Description:
Sign-On Bonus Available! External new hires in this position are
eligible to receive a $1,000 - $1,500 bonus. Ask your recruiter for
additional details!Overview:Identifies customers' needs through the
bank's retail sales process to provide proactive basic sales
solutions through customer outreach for basic customer needs and/or
refer complex customer needs to the appropriate team
member/partner. Specializes in our branch customer experience
through lobby management, servicing and sales interactions for
retail and business customers.Primary Responsibilities:
- Play key role in Relationship Management (customer assessments,
profiling for sales opportunities, account opening and lead-focused
outbound calling), Sales Process (profile/pre-call planning,
outreach, appointment preparation, interaction/appointment,
follow-up) and Risk Management (audit requirements, fraud
prevention, Know Your Customer (KYC) and customer information
profile (CIP)).
- Complete basic research on customer profiles in order to assess
potential ways to add value to clients banking relationship and
transition to needs to based discussion on financial goals
- Identify financial needs of customers and present all
appropriate product and service options by working cooperatively
with appropriate internal business partners.
- Proactively reach out to clients to via e-mail or phone to
follow up and educate on value added products/services to address
needs of clients
- Onboard new customers through customer outreach (regardless of
available channel, and individual who opened account)
- Establish trust with existing clients through proactive
outreach regularly
- Schedule preset appointments for the following week and hold
appointments each week
- Adequately prepares for scheduled appointment before customer
meeting (prepare for sales interactions with pre-call plan)
- Perform 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.
- Complete other related duties as assigned.Scope of
Responsibilities:The position is the focal point in the branch for
sales, service and/or referral opportunities in support of overall
branch goals and activity requirements.The position is key driver
of customer flow in the branch to support these activities.The
position services existing customers and grows the business through
identifying sales opportunities with customers.The position must
stay current on operational, product, and system
changes/enhancements, as well as demonstrate good risk management
decisions to assist the branch in managing preventable losses and
reduce fraudulent activity.Education and Experience Required:High
school diploma or equivalent (GED) and a minimum of 2 years proven
retail sales, call center, customer service and/or telesales
experienceORA high school diploma or equivalent (GED) and a minimum
of 1 year proven proactive sales experience.Strong verbal
communication and interpersonal skillsProven ability to demonstrate
exceptional customer serviceWell-organized individual with time
management and prioritization skillsDemonstrated financial services
product knowledgeAbility to communicate with tact and diplomacy
with internal and external customersProficient with internet
user-level technologyEducation and Experience Preferred:Associates
degreeNotary public licenseBilingual based on branch needsPhysical
Requirements:Ability to stand for long periods of timeProlonged use
of hands and fingersAbility to lift light to heave objects weighing
5 lbs. to 30lbsAbility to read fine printAbility to interact with
customers in an open face-to-face work environmentAbility to use
fax, telephone system, copier and other communication
toolsCompensation Range:Hourly(USD): 18.05 - 32.74
Keywords: M&T Bank, Middletown , Relationship Banker, Other , Middletown, Connecticut
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