relationship banker

M&T Bank-posted 3 months ago
$18 - $30/Yr
Full-time • Entry Level
Allentown, PA
Credit Intermediation and Related Activities
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The position focuses on identifying customers' needs through the bank's retail sales process, providing proactive basic sales solutions through customer outreach for basic customer needs, and referring complex customer needs to the appropriate team member or partner. The role specializes in enhancing the branch customer experience through effective lobby management, servicing, and sales interactions for both retail and business customers.

  • Play key role in Relationship Management including customer assessments, profiling for sales opportunities, account opening, and lead-focused outbound calling.
  • Complete basic research on customer profiles to assess potential ways to add value to clients' banking relationships and transition to needs-based discussions on financial goals.
  • Identify financial needs of customers and present all 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 them on value-added products/services to address their needs.
  • Onboard new customers through outreach, regardless of the channel or individual who opened the account.
  • Establish trust with existing clients through regular proactive outreach.
  • Schedule preset appointments for the following week and hold appointments each week.
  • Adequately prepare for scheduled appointments before customer meetings with a pre-call plan.
  • Perform customer servicing interactions.
  • Adhere to compliance and 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 internal control standards, including timely implementation of audit points and 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.
  • 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.
  • Associates degree
  • Notary public license
  • Bilingual based on branch needs.
  • Competitive pay range of $18.57 - $30.95 (USD) based on knowledge, skills, and experience.
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