Relationship Banker in Pasadena MD

M&T Bank • Pasadena, MD

100d • $20 - $34 • Onsite

About The Position

The Relationship Banker position in Pasadena, MD focuses on identifying customers' needs through the bank's retail sales process. The role involves providing proactive basic sales solutions through customer outreach for basic customer needs and referring complex needs to the appropriate team member. The banker specializes in enhancing the branch customer experience through effective lobby management, servicing, and sales interactions for both retail and business customers.

Requirements

• High school diploma or equivalent (GED) and a minimum of 2 years proven retail sales, call center, customer service, and/or telesales experience OR 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.

Nice To Haves

• Associates degree.
• Notary public license.
• Bilingual based on branch needs.

Responsibilities

• Play key role in Relationship Management including customer assessments, profiling for sales opportunities, account opening, and lead-focused outbound calling.
• Engage in the Sales Process through profile/pre-call planning, outreach, appointment preparation, interaction/appointment, and follow-up.
• Manage Risk by adhering to audit requirements, fraud prevention, Know Your Customer (KYC), and customer information profile (CIP).
• Conduct basic research on customer profiles to assess potential value additions to clients' banking relationships.
• Identify financial needs of customers and present appropriate product and service options by collaborating with internal business partners.
• Proactively reach out to clients via e-mail or phone to follow up and educate on value-added products/services.
• Onboard new customers through outreach regardless of the channel used to open the account.
• Establish trust with existing clients through regular proactive outreach.
• Schedule and hold preset appointments each week.
• Prepare adequately for scheduled appointments before customer meetings.
• Perform customer servicing interactions.
• Adhere to compliance and operational risk controls in accordance with company or regulatory standards.
• Promote an environment that supports belonging and reflects the M&T Bank brand.
• Maintain internal control standards, including timely implementation of audit points and issues raised by regulators.
• Complete other related duties as assigned.
• Meet and maintain registration requirements under the Federal SAFE Act.

Benefits

• Competitive pay based on knowledge, skills, and experience.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED