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5 дней назад

Senior Relationship Banker - Pikesville

25 - 41$
Формат работы
onsite
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
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Описание вакансии

Текст:
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TL;DR
Senior Relationship Banker - Pikesville (Retail Banking/Sales): Developing and expanding retail and business banking relationships through proactive customer outreach, portfolio management, product guidance, and loan application support with an accent on consultative sales, financial services products, and risk controls. Focus on evaluating financing requests, building referral networks, explaining complex banking products, and preventing fraud while meeting branch sales goals.

Location: Pikesville, Maryland, United States of America; onsite branch role with face-to-face customer interaction

Salary: $24.87–$41.45 hourly (USD)

Company

M&T Bank provides retail and business banking products and services.

What you will do

  • Develop, expand, and retain customer relationships through proactive outreach, portfolio management, appointments, and follow-up.
  • Identify retail and business banking opportunities and achieve personal and branch sales or referral goals.
  • Evaluate financing requests, recommend loan structures, and submit complete loan application packages.
  • Explain consumer debt, mortgage, HELOC, Business Banking, Treasury Management, and Merchant Services products.
  • Build referral relationships through community networking and collaboration with business bankers and mortgage loan originators.
  • Support fraud prevention, KYC, CIP, audit requirements, internal controls, and Federal SAFE Act registration requirements.

Requirements

  • High school diploma or GED.
  • At least 3 years of retail sales, call center, customer service, telesales, or financial services experience, or at least 2 years 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 standard communication equipment.
  • Ability to work in an open, face-to-face branch environment and meet the stated physical requirements.

Nice to have

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

Culture & Benefits

  • Fair, competitive, and market-informed compensation.
  • Work in a customer-facing branch environment supporting retail and business clients.
  • Participate in community networking and relationship-building activities.
  • Operate within company and regulatory compliance, risk management, and internal control standards.

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