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1 день назад

Bilingual Spanish Relationship Banker - Fairfax VA (Fintech)

24 - 40$
Формат работы
onsite
Тип работы
fulltime
Английский
b2
Страна
US
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Описание вакансии

Текст:
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TL;DR
Bilingual Spanish Relationship Banker - Fairfax VA (Fintech): Supporting branch sales, servicing, and referral activities for retail and business customers with an accent on relationship management, customer outreach, product education, and risk controls. Focus on assessing financial needs, opening and onboarding accounts, preparing customer appointments, and maintaining KYC, CIP, fraud prevention, and compliance standards.

Location: Fairfax, Virginia, United States of America; onsite branch work

Salary: $23.84–$39.74 hourly (USD)

Company

M&T Bank provides retail and business banking products and services through its branch network.

What you will do

  • Identify customer needs through the retail sales process and provide basic banking solutions or refer complex needs to appropriate partners.
  • Manage customer assessments, sales opportunity profiling, account opening, lead-focused outbound calls, and follow-up activities.
  • Research customer profiles and present relevant financial products and services in partnership with internal teams.
  • Onboard new customers, build relationships through proactive outreach, and schedule and prepare for customer appointments.
  • Perform branch customer servicing and help manage customer flow for sales, service, and referral opportunities.
  • Maintain KYC, CIP, fraud prevention, audit, internal control, and Federal SAFE Act registration 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 proven proactive sales experience.
  • Strong verbal communication, interpersonal, organization, time-management, and prioritization skills.
  • Demonstrated exceptional customer service and financial services product knowledge.
  • Fluent verbal and written communication with customers in English and Spanish; proficiency is assessed.
  • Ability to work in an open, face-to-face branch environment, stand for extended periods, and use standard communication equipment.

Nice to have

  • Associate degree.
  • Notary public license.
  • Additional bilingual capability based on branch needs.
  • Leadership qualities and demonstrated branch banking or relationship-based retail banking experience.

Culture & Benefits

  • Work is performed in a customer-facing branch environment.
  • Supports belonging and reflects the M&T Bank brand.
  • Compensation is market-informed and determined by knowledge, skills, and experience within the stated pay range.

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