4 дня назад
Relationship Banker - Main Cedar Branch (Financial Services)
20 - 34$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Banker - Main Cedar Branch (Financial Services): Supporting retail and business customers through branch-based sales, servicing, account onboarding, and referrals with an accent on relationship management, customer needs assessment, and financial product knowledge. Focus on proactive customer outreach, preparing and conducting appointments, applying KYC and fraud-prevention controls, and maintaining compliance with banking standards.
Location: Niagara Falls, New York, United States of America; onsite branch work
Salary: $20.55–$34.25 hourly (USD)
Company
M&T Bank provides retail and business banking services through branch-based customer relationships, financial products, and regulated banking operations.
What you will do
- Assess customer needs, profile sales opportunities, open accounts, and manage lead-focused outbound calls.
- Present appropriate banking products and services while coordinating referrals to internal business partners.
- Conduct customer outreach by phone and email, onboard new customers, schedule appointments, and complete follow-ups.
- Provide face-to-face customer servicing and help manage customer flow within the branch.
- Apply KYC, CIP, fraud-prevention, audit, and operational risk controls.
- Maintain knowledge of banking products, systems, operational changes, and Federal SAFE Act registration requirements.
Requirements
- High school diploma or GED plus at least 2 years of retail sales, call center, customer service, or telesales experience, or at least 1 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 stand for extended periods, use hands and fingers for prolonged periods, lift 5–30 lb objects, read fine print, and interact with customers in an open face-to-face environment.
Nice to have
- Associate degree.
- Notary public license.
- Bilingual skills based on branch needs.
Culture & Benefits
- Full-time employment in a branch-based customer service and sales environment.
- Work supports belonging and reflects the M&T Bank brand.
- Compensation is market-informed and based on the candidate’s knowledge, skills, and experience.
- Role includes responsibility for maintaining internal control standards and addressing audit or regulatory issues.
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