2 дня назад
Relationship Banker (Retail Banking)
21 - 34$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Banker (Retail Banking): Supporting branch customers through retail sales, account opening, customer service, referrals, and proactive outreach with an accent on financial needs assessment, product education, and risk management. Focus on building customer relationships, managing appointments, preventing fraud, and meeting banking compliance requirements.
Location: York, Pennsylvania, United States of America; onsite branch work with face-to-face customer interaction.
Salary: $20.55–$34.25 hourly (USD)
Company
M&T Bank provides retail and business banking services through its branch network.
What you will do
- Assess customer needs, identify sales opportunities, and recommend appropriate banking products and services.
- Open and onboard customer accounts while supporting existing customers through branch servicing interactions.
- Conduct proactive outreach by phone and email, schedule appointments, prepare pre-call plans, and follow up with customers.
- Refer complex customer needs to appropriate internal partners and collaborate to support branch goals.
- Apply KYC, CIP, fraud prevention, audit, and operational risk controls.
- Maintain registration requirements under the Federal SAFE Act and stay current on product, system, and operational changes.
Requirements
- High school diploma or GED plus at least two years of retail sales, call center, customer service, or telesales experience, or at least one year of proactive sales experience.
- Strong verbal communication, interpersonal, customer service, organization, time management, and prioritization skills.
- Demonstrated financial services product knowledge and the ability to communicate tactfully with internal and external customers.
- Proficiency with internet user-level technology and standard communication tools.
- Ability to stand for long periods, read fine print, use hands and fingers for extended periods, and lift objects weighing 5 to 30 pounds.
- Ability to work face-to-face with customers in the York branch.
Nice to have
- Associate degree.
- Notary public license.
- Bilingual skills based on branch needs.
Culture & Benefits
- Work supports the M&T Bank brand and an environment focused on belonging.
- Responsibilities include maintaining internal control standards and addressing audit and regulatory findings.
- Compensation is market-informed and based on the candidate’s knowledge, skills, and experience.
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