6 дней назад
Relationship Banker - Pulaski Highway (Fintech)
22 - 37$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Banker - Pulaski Highway (Retail Banking): Supporting branch customers through sales, servicing, account onboarding, and referrals with an accent on customer needs assessment, proactive outreach, and financial product guidance. Focus on managing customer appointments, applying KYC and fraud-prevention controls, and growing customer relationships through compliant branch interactions.
Location: Baltimore, Maryland, United States of America; onsite branch role with face-to-face customer interactions.
Salary: $22.61–$37.67 hourly (USD)
Company
M&T Bank provides retail and business banking services through branch-based customer relationships and financial products.
What you will do
- Assess customer needs, identify sales opportunities, open accounts, and manage customer profiles.
- Present appropriate banking products and services while referring complex needs to internal partners.
- Conduct proactive customer outreach by phone and email, schedule appointments, and complete follow-ups.
- Onboard new customers and strengthen existing relationships through regular servicing and education.
- Support branch sales, service, customer flow, and referral goals.
- Apply KYC, CIP, fraud-prevention, audit, compliance, and Federal SAFE Act requirements.
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, organization, time-management, and prioritization skills.
- Exceptional customer-service ability and tactful communication with internal and external customers.
- Financial-services product knowledge and user-level internet technology proficiency.
- Ability to work in an open, face-to-face branch environment and stand for extended periods.
- Ability to meet and maintain Federal SAFE Act registration requirements.
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 of belonging.
- Role includes interaction with retail and business customers in a branch setting.
- Physical duties include lifting objects weighing 5–30 pounds and using telephones, fax machines, copiers, and related communication tools.
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