Relationship Banker

M&T Bank • Southampton, PA • 3h ago

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.

Primary Responsibilities:

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)).

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 outreach regularly

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 belonging 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.

Responsible for meeting and maintaining registration requirements under the Federal SAFE Act

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

A high school diploma or equivalent (GED) and a minimum of 1 year proven proactive sales experience.

Strong verbal communication and interpersonal skills

Proven ability to demonstrate exceptional customer service

Well-organized individual with time management and prioritization skills

Demonstrated financial services product knowledge

Ability to communicate with tact and diplomacy with internal and external customers

Proficient with internet user-level technology

Education and Experience Preferred:

Associates degree

Notary public license

Bilingual based on branch needs

Physical Requirements:

Ability to stand for long periods of time

Prolonged use of hands and fingers

Ability to lift light to heave objects weighing 5 lbs. to 30lbs

Ability to read fine print

Ability to interact with customers in an open face-to-face work environment

Ability to use fax, telephone system, copier and other communication tools

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $22.61 - $37.67 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Southampton, Pennsylvania, United States of America

M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

Similar Jobs

Finance Transformation - SAP FICO Consultant, Senior Manager

PwC • Philadelphia, PA • 1h ago

Finance, Accounting & Banking

The Opportunity As a Finance Transformation - SAP FICO Consultant, Senior Manager, you will specialize in enhancing financial operations within organizations, focusing on streamlining processes, improving controls, and r...

1h ago

Go to Apply

Finance Transformation - Working Capital Consultant, Senior Manager

PwC • Philadelphia, PA • 1h ago

Finance, Accounting & Banking

The Opportunity As a Finance Transformation - Working Capital Consultant, Senior Manager, you will specialize in providing financial advisory services related to corporate finance, treasury management, and commodities. Y...

1h ago

Go to Apply

finance analyst

VWR International, LLC • Radnor, PA • 1h ago

Finance, Accounting & Banking

The Opportunity: At Avantor, people are the most important part of our success because they drive our global performance. That's why our Operations, Lab Services, Sales, and many other Avantor teams rely on our talent ac...

1h ago

Go to Apply

Senior Specialist, Program Finance

L3Harris • Camden, NJ • 1h ago

Finance, Accounting & Banking

L3Harris is dedicated to recruiting and developing high-performing talent who are passionate about what they do. Our employees are unified in a shared dedication to our customers' mission and quest for professional growt...

1h ago

Go to Apply

Personal Banker

OceanFirst Bank • Maple Shade, NJ • 3h ago

Finance, Accounting & Banking

What We Expect of You Excellent sales and service. Strong basic math skills. Excellent interpersonal and verbal communication skills and an attention to detail with strong organizational skills and a basic knowledge of o...

3h ago

Go to Apply

Area Mortgage Banking Manager

First National Bank • Berwyn, PA • 3h ago

Finance, Accounting & Banking

Primary Office Location: 1205 Westlake Dr Suite 260. Berwyn, Pennsylvania. 19312. Join our team. Make a difference - for us and for your future. Position Title: Area Mortgage Banking ManagerBusiness Unit: Mortgage Admini...

3h ago

Go to Apply

Mortgage Banking Sales Assistant

First National Bank • Berwyn, PA • 3h ago

Finance, Accounting & Banking

Primary Office Location: 1205 Westlake Dr Suite 260. Berwyn, Pennsylvania. 19312. Join our team. Make a difference - for us and for your future. Position Title: Mortgage Banking Sales AssistantBusiness Unit: Mortgage Adm...

3h ago

Go to Apply

Pricing and Revenue Consulting Senior Manager - Consumer Markets Sector

PwC • Philadelphia, PA • 19h ago

Finance, Accounting & Banking

The Opportunity As a Pricing and Revenue Consulting Senior Manager - Consumer Markets Sector, you will specialize in providing consulting services focused on pricing strategies and profitability analysis. You will analyz...

19h ago

Go to Apply

Pricing and Revenue Data Science Senior Manager - Consumer Markets Sector

PwC • Philadelphia, PA • 1d ago

Finance, Accounting & Banking

The Opportunity As a Pricing and Revenue Data Science Senior Manager - Consumer Markets Sector, you will leverage advanced analytics techniques to help clients optimize their operations and achieve strategic goals. Withi...

1d ago

Go to Apply

Associate Banker II/City Line Ave. (20hrs)

TD Bank • Philadelphia, PA • 1d ago

Finance, Accounting & Banking

On Site Philadelphia, Pennsylvania Part time R_1512007 Work Location: Philadelphia, Pennsylvania, United States of America Hours: 20 Pay Details: $22.00 - $27.75 USD TD is committed to providing fair and equitable compen...

1d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)