Senior Relationship Banker - Penfield 441 Branch

Location: Onsite position in Penfield, New York, United States of America

Pay range: $22.61–$37.67 hourly (USD)

Company

M&T Bank provides retail and business banking products and services through branch-based customer relationships.

What you will do

• Develop, expand, and retain customer relationships through portfolio management, proactive outreach, appointments, account opening, and follow-up.
• Identify sales and referral opportunities for retail, business banking, mortgage, HELOC, treasury management, merchant services, and other financial products.
• Evaluate financing requests, recommend loan structures, and submit complete loan application packages.
• Explain banking products, services, interest expense, amortization schedules, and consumer debt scenarios to customers.
• Build referral relationships with Centers of Influence and internal business partners, and attend community networking events.
• Maintain compliance, KYC, CIP, SAFE Act registration, audit, fraud-prevention, and internal control requirements.

Requirements

• High school diploma or GED plus either at least 3 years of proven retail sales, call center, customer service, and/or telesales experience, or at least 2 years of proven proactive sales experience.
• Strong verbal communication and interpersonal skills, including tact and diplomacy with internal and external customers.
• Proven exceptional customer service and financial services product knowledge.
• Strong organization, time management, and prioritization skills.
• Proficiency with internet user-level technology.
• Ability to stand for long periods, use hands and fingers for extended periods, read fine print, and lift objects weighing 5–30 pounds.
• Ability to interact with customers in an open, face-to-face environment and use fax, telephone, copier, and other communication tools.

Nice to have

• Associate degree.
• Notary public license.
• At least 3 years of financial services sales experience.
• Bilingual ability based on branch needs.

Culture & Benefits

• Full-time, branch-based employment.
• Work focuses on customer belonging and reflecting the M&T Bank brand.
• Responsibilities include staying current on operational, product, and system changes.
• Success is measured partly through annual branch sales goals and timely, accurate resolution of customer needs.