Tuesday , December 5 2023

Jobs at M&T Bank – Relationship Banker

Website M&T Bank

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