Bilingual Spanish Relationship Banker- Rockville MD

M&T Bank•Rockville, MD

1d•$24 - $40•Onsite

About The Position

The Bilingual Spanish Relationship Banker identifies customers’ needs through the bank’s retail sales process and provides proactive, basic sales solutions through customer outreach or refers complex needs to the appropriate team member or partner. The role specializes in the branch customer experience through lobby management and servicing and sales interactions with retail and business customers. This position is the branch focal point for sales, service, and referral opportunities supporting branch goals and activity requirements, and is a key driver of customer flow. The banker services existing customers and grows the business by identifying sales opportunities. The role also requires staying current on operational, product, and system changes and using sound risk-management judgment to help manage preventable losses and reduce fraud. The position is located in Rockville, Maryland. The stated pay range is $23.84–$39.74 per hour; individual compensation depends on the candidate’s knowledge, skills, and experience.

Requirements

Fluent spoken and written communication with bank customers in English and Spanish; proficiency is determined through an assessment.
High school diploma or equivalent (GED) and at least 2 years of proven retail sales, call center, customer service, and/or telesales experience, or a high school diploma or equivalent (GED) and at least 1 year of proven proactive sales experience.
Strong verbal communication and interpersonal skills.
Ability to demonstrate exceptional customer service.
Well-organized, with time-management and prioritization skills.
Demonstrated financial-services product knowledge.
Ability to communicate tactfully and diplomatically with internal and external customers.
Proficiency with internet user-level technology.
Demonstrated experience in branch banking and relationship-based retail banking.

Nice To Haves

Solid leadership qualities.
Associate degree.
Notary public license.
Bilingual capability based on branch needs.

Responsibilities

Support relationship management through customer assessments, sales-opportunity profiling, account opening, and lead-focused outbound calling.
Follow the sales process, including profile and pre-call planning, outreach, appointment preparation, customer interaction, and follow-up.
Follow risk-management practices, including audit requirements, fraud prevention, Know Your Customer (KYC), and Customer Information Profile (CIP) requirements.
Research customer profiles to identify ways to add value to banking relationships and transition to discussions of customers’ financial goals.
Identify customers’ financial needs and present appropriate products and services in cooperation with internal business partners.
Contact clients proactively by email or phone to follow up and explain value-added products and services that address their needs.
Onboard new customers through outreach, regardless of the available channel or who opened the account.
Build trust with existing clients through regular proactive outreach.
Schedule preset appointments for the following week and hold appointments each week.
Prepare for scheduled customer appointments and sales interactions using a pre-call plan.
Meet and maintain registration requirements under the Federal SAFE Act.
Perform customer-servicing interactions.
Follow applicable compliance and operational risk controls in accordance with company and 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 and addressing issues raised by external regulators as applicable.
Stay current on operational, product, and system changes and enhancements, and use sound risk-management judgment to help prevent losses and reduce fraudulent activity.
Complete other related duties as assigned.