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: Adequately prepares for scheduled appointment before customer meeting (prepare for sales interactions with pre-call plan) 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 Perform customer servicing interactions. 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 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. Job Requirements: Ability to communicate with tact and diplomacy with internal and external customers Strong verbal communication and interpersonal skills Proficient with internet user-level technology A high school diploma or equivalent (GED) and a minimum of 1 year proven proactive sales experience. Proven ability to demonstrate exceptional customer service Demonstrated financial services product knowledge Well-organized individual with time management and prioritization skills Job Details: Company: M&T Bank Vacancy Type: Full Time Job Location: Frederick, MD, US Application Deadline: N/A Apply Here careers-trivia.com
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