Retail Sales & Service Enablement Specialist

M&T Bank•Bridgeport, CT

About The Position

Overview: Works closely with senior managers within the retail and business banking division to manage key initiatives, including supporting critical cross-functional projects related to strategic objectives of the Bank, improving risk management and ensuring efficiency and sustainability of core processes and positioning the Bank to meet evolving regulatory expectations. Responsible for designing, developing, and maintaining sales tools and resources that empower retail branch teams to drive performance and deliver exceptional customer experiences. Primary Responsibilities: Build and maintain intuitive, scalable sales tools that support branch teams in achieving performance goals, anchored in consistency and efficiency Partner with cross-functional teams to ensure tools align with business strategies and frontline workflows. Continuously evaluate tool effectiveness and implement enhancements based on feedback and performance data. Develop playbooks, guides, and digital resources to support sales conversations and product positioning for both retail and business banking clients Identify opportunities to automate manual sales processes and streamline coaching workflows. Collaborate with field leadership to design and implement coaching frameworks that reinforce sales behaviors. Work closely with product, marketing, analytics, and training teams to ensure alignment and integration of enablement efforts. Participate in planning and implementing new products, programs and initiatives to achieve short and long-term business objectives and strategic outcomes. Support development of project roadmaps and plans. Coordinate discussions and agenda development of regular conference calls and in-person meetings of with external peers or industry groups, agencies and select US officials to share best practices and promote industry advocacy efforts. Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. 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.

Requirements

Bachelor's degree and a minimum of 3 years' relevant work experience, or in lieu of a degree, a combined minimum of 7 years' higher education and/or work experience, including a minimum of 3 years' relevant work experience
Strong attention to detail
Experience working independently and functioning as a member of a team
Strong analytical ability
Creative problem-solving skills
Strong interpersonal skills necessary for business partner relationships within and outside the organization
Strong written and verbal communication skills
Self-motivated
Results-driven
Well-organized
Experience handling multiple tasks and working under time constraints in support of various assignments
Highly proficient with personal computers and pertinent spreadsheet, database, graphing, and presentation software

Nice To Haves

Bachelor's degree in Finance, Economics, Math, Accounting, Engineering, or Business Administration
Minimum of 4 years' relevant work experience
Banking/financial industry experience
Six Sigma, Lean or Process Improvement, or project management-related education
Experience with SQL, programming and statistical software
Experience with financial, regulatory and/or process analysis, and technical writing
Curious and innovative

Responsibilities

Build and maintain intuitive, scalable sales tools that support branch teams in achieving performance goals, anchored in consistency and efficiency
Partner with cross-functional teams to ensure tools align with business strategies and frontline workflows.
Continuously evaluate tool effectiveness and implement enhancements based on feedback and performance data.
Develop playbooks, guides, and digital resources to support sales conversations and product positioning for both retail and business banking clients
Identify opportunities to automate manual sales processes and streamline coaching workflows.
Collaborate with field leadership to design and implement coaching frameworks that reinforce sales behaviors.
Work closely with product, marketing, analytics, and training teams to ensure alignment and integration of enablement efforts.
Participate in planning and implementing new products, programs and initiatives to achieve short and long-term business objectives and strategic outcomes.
Support development of project roadmaps and plans.
Coordinate discussions and agenda development of regular conference calls and in-person meetings of with external peers or industry groups, agencies and select US officials to share best practices and promote industry advocacy efforts.
Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite.
Identify risk-related issues needing escalation to management.
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.