Jobs at M&T Bank – Relationship Banker

M&T Bank

Job Description:

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.

Job Responsibilities:

  • Complete other related duties as assigned.
  • 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
  • Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
  • Perform customer servicing interactions.
  • Onboard new customers through customer outreach (regardless of available channel, and individual who opened account)
  • 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
  • Adequately prepares for scheduled appointment before customer meeting (prepare for sales interactions with pre-call plan)
  • Promote an environment that supports diversity and reflects the M&T Bank brand.
  • 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)).
  • 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.
  • Identify financial needs of customers and present all appropriate product and service options by working cooperatively with appropriate internal business partners.
  • Establish trust with existing clients through proactive outreach regularly
  • Schedule preset appointments for the following week and hold appointments each week

Job Requirements:

  • Proficient with internet user-level technology
  • Proven ability to demonstrate exceptional customer service
  • Ability to interact with customers in an open face-to-face work environment
  • Demonstrated financial services product knowledge
  • Strong verbal communication and interpersonal skills
  • Prolonged use of hands and fingers
  • Ability to stand for long periods of time
  • Well-organized individual with time management and prioritization skills
  • Ability to lift light to heave objects weighing 5 lbs. to 30lbs
  • A high school diploma or equivalent (GED) and a minimum of 1 year proven proactive sales experience.
  • Ability to use fax, telephone system, copier and other communication tools
  • Ability to read fine print
  • Ability to communicate with tact and diplomacy with internal and external customers

Job Details:

Company: M&T Bank

Vacancy Type:  Full Time

Job Location: Frederick, MD, US

Application Deadline: N/A

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