Relationship Banker - Potomac MD - (Sign On Bonus - $1,000)
Company: M&T Bank
Posted on: May 14, 2022
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.
- 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
- 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
- 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
Keywords: M&T Bank, Potomac , Relationship Banker - Potomac MD - (Sign On Bonus - $1,000), Other , Potomac, Maryland
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