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7 дней назад

Relationship Banker - Glastonbury, CT (Glastonbury Financial Center)

23 - 38$
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 (Retail Banking): Supporting customers at the Glastonbury Financial Center through needs assessment, account opening, product referrals, proactive outreach, and branch servicing with an accent on customer relationship management, sales processes, and regulatory risk controls. Focus on identifying financial needs, preparing and conducting appointments, onboarding customers, and maintaining KYC, CIP, fraud-prevention, and SAFE Act requirements.

Location: Glastonbury, Connecticut, United States of America; onsite work in an open, face-to-face branch environment.

Salary: $22.61–$37.67 per hour, 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.
  • Conduct proactive customer outreach by phone and email, schedule appointments, prepare pre-call plans, and follow up after interactions.
  • Onboard new customers and build trust with existing customers through regular relationship management.
  • Present suitable financial products and services while coordinating with internal business partners.
  • Manage lobby flow and provide customer servicing for retail and business clients.
  • Maintain compliance, audit, fraud-prevention, KYC, CIP, internal-control, and Federal SAFE Act requirements.

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.
  • Financial services product knowledge and the ability to communicate tactfully with internal and external customers.
  • Proficiency with internet user-level technology and standard communication equipment.
  • Ability to work in an onsite, face-to-face branch environment and stand for extended periods.
  • Ability to lift objects weighing 5–30 pounds, read fine print, and use hands and fingers for prolonged periods.

Nice to have

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

Culture & Benefits

  • Customer-focused branch environment supporting sales, service, and referral activity.
  • Work aligned with M&T Bank brand standards and an environment that supports belonging.
  • Compensation is informed by the successful candidate’s knowledge, skills, and experience.

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