12 часов назад
Relationship Banker (Banking)
23 - 38$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Banker (Banking): Serving retail and business customers in a branch by identifying financial needs, opening accounts, conducting outreach, and referring complex needs with an accent on customer relationship management, sales execution, and regulatory compliance. Focus on preparing and holding customer appointments, preventing fraud through KYC and CIP controls, and growing branch business through proactive service.
Location: South Glastonbury, Connecticut, United States; onsite branch role with open face-to-face customer interactions.
Salary: $22.61–$37.67 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, open accounts, and refer complex needs to appropriate partners.
- Conduct proactive outreach by phone and email to onboard customers, schedule appointments, follow up, and educate clients about products and services.
- Prepare for and conduct customer meetings, provide branch servicing, and manage customer flow and lobby interactions.
- Research customer profiles and transition conversations toward financial goals and relationship value.
- Apply KYC, CIP, fraud-prevention, audit, and operational risk controls while maintaining internal control standards.
- Maintain registration requirements under the Federal SAFE Act and support overall branch sales and service goals.
Requirements
- High school diploma or GED plus either two years of retail sales, call center, customer service, or telesales experience, or one year of proactive sales experience.
- Strong verbal communication, interpersonal, customer service, tact, and diplomacy skills.
- Financial services product knowledge and the ability to identify and present suitable products and services.
- Organization, time management, prioritization, and user-level internet technology skills.
- Ability to stand for extended periods, use hands and fingers for prolonged periods, read fine print, and lift objects weighing 5–30 pounds.
- Ability to work face-to-face with customers in the South Glastonbury branch.
Nice to have
- Associate degree.
- Notary public license.
- Bilingual abilities based on branch needs.
Culture & Benefits
- Work in a branch environment focused on customer service, sales, belonging, and the M&T Bank brand.
- Compensation is informed by knowledge, skills, and experience within the stated market-based pay range.
- Support branch risk management, audit readiness, regulatory compliance, and reduction of preventable losses.
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