Relationship Banker - Potomac MD - (Sign On Bonus - $1,000)

Company: M&T Bank
Location: Potomac
Posted on: May 14, 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 experience -ORA -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 technology
  Education and Experience Preferred:Associates degreeNotary public licenseBilingual based on branch needs
  Physical 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 toolsLocationPotomac, Maryland, United States of America

Keywords: M&T Bank, Potomac , Relationship Banker - Potomac MD - (Sign On Bonus - $1,000), Other , Potomac, Maryland