Relationship Banker – M&T Bank USA Careers

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

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