7 дней назад
Relationship Banker (Retail Banking)
23 - 38$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Banker (Retail Banking): Supporting branch customers through retail banking sales, service, account onboarding, and referrals with an accent on customer needs assessment, proactive outreach, and financial product knowledge. Focus on managing customer appointments, applying KYC and fraud-prevention controls, and identifying sales opportunities while maintaining regulatory compliance.
Location: Naugatuck, Connecticut, United States; onsite branch role with face-to-face customer interactions
Salary: $22.61–$37.67 per hour
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 make appropriate referrals.
- Manage customer outreach, appointment preparation, meetings, follow-up, and onboarding.
- Present relevant banking products and services in cooperation with internal business partners.
- Provide branch servicing and help manage customer flow for retail and business customers.
- Apply KYC, CIP, fraud-prevention, audit, and operational risk controls.
- Maintain registration requirements under the Federal SAFE Act and support branch goals.
Requirements
- High school diploma or GED.
- 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, organization, time-management, and prioritization skills.
- Exceptional customer service skills and financial services product knowledge.
- Proficiency with internet user-level technology and standard communication tools.
- Ability to work onsite in an open, face-to-face branch environment and stand for extended periods.
Nice to have
- Associate degree.
- Notary public license.
- Bilingual abilities based on branch needs.
Culture & Benefits
- Full-time employment in a branch-based customer service environment.
- Work includes direct interaction with retail and business customers.
- Responsibilities support belonging and the M&T Bank brand.
- Compensation is market-informed and based on the candidate’s knowledge, skills, and experience.
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