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 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 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 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 Onboard new customers through customer outreach (regardless of available channel, and individual who opened account) 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)). Job Requirements: Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. Adequately prepares for scheduled appointment before customer meeting (prepare for sales interactions with pre-call plan) Complete other related duties as assigned. 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. Ability to interact with customers in an open face-to-face work environment Promote an environment that supports diversity and reflects the M&T Bank brand. Schedule preset appointments for the following week and hold appointments each week Qualification & Experience: Well-organized individual with time management and prioritization skills Strong verbal communication and interpersonal skills Demonstrated financial services product knowledge A high school diploma or equivalent (GED) and a minimum of 1 year proven proactive sales experience. Ability to communicate with tact and diplomacy with internal and external customers Proficient with internet user-level technology Proven ability to demonstrate exceptional customer service Job Details: Company: M&T Bank Vacancy Type: Full Time Job Location: Owego, NY, US Application Deadline: N/A Apply Here careersvite.com
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