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9 дней назад

Relationship Banker - Farmington Main St Branch

22 - 37$
Формат работы
onsite
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Relationship Banker - Farmington Main St Branch (Retail Banking/Sales): Supporting branch customers through needs-based banking conversations, account opening, outreach, servicing, and referrals with an accent on relationship management, financial product knowledge, and compliance. Focus on identifying sales opportunities, preparing and conducting customer appointments, preventing fraud, and maintaining KYC, CIP, and SAFE Act requirements.

Location: Farmington, Connecticut, 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 products and services through its branch network.

What you will do

  • Assess customer needs, identify sales opportunities, open accounts, and refer complex needs to appropriate banking partners.
  • Manage customer outreach, pre-call planning, appointments, follow-up, onboarding, and ongoing relationship development.
  • Present relevant financial products and services and provide customer servicing support.
  • Support branch customer flow, lobby management, sales activity, and service interactions.
  • Apply risk controls, fraud prevention practices, KYC, CIP, audit requirements, and internal control standards.
  • Maintain registration requirements under the Federal SAFE Act.

Requirements

  • High school diploma or GED and 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 common communication tools.
  • Ability to stand for extended periods, use hands and fingers for prolonged periods, read fine print, and lift objects weighing 5–30 lbs.
  • Ability to work face-to-face with customers in the Farmington branch.

Nice to have

  • Associate degree.
  • Notary public license.
  • Bilingual skills based on branch needs.

Culture & Benefits

  • Work supports retail and business customer relationships through proactive service and outreach.
  • Role contributes to an environment that supports belonging and reflects the M&T Bank brand.
  • Compensation is informed by the successful candidate’s knowledge, skills, and experience.

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