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15 часов назад

Relationship Banker- Falls Church Branch/ Falls Church, VA

24 - 40$
Формат работы
onsite
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Relationship Banker (Retail Banking): Supporting branch customers through needs assessment, account opening, product education, servicing, and referrals with an accent on proactive sales, customer outreach, and risk controls. Focus on preparing and conducting customer appointments, identifying financial needs, preventing fraud, and maintaining KYC, CIP, SAFE Act, and audit compliance.

Location: Falls Church, Virginia, United States of America; onsite branch work with face-to-face customer interaction.

Salary: $23.84–$39.74 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 refer complex needs to appropriate partners.
  • Conduct proactive outreach by phone and email, onboard customers, schedule appointments, and follow up on product and service needs.
  • Prepare for and lead customer appointments, provide branch servicing, and support lobby management and customer flow.
  • Research customer profiles and discuss financial goals while presenting suitable banking products and services.
  • Apply KYC, CIP, fraud prevention, audit, compliance, and operational risk controls.
  • Maintain current knowledge of products, systems, operational changes, 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 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 common communication tools.
  • Ability to stand for long periods, use hands and fingers extensively, read fine print, and lift objects weighing 5 to 30 pounds.
  • Ability to work in an open, face-to-face branch environment in Falls Church, Virginia.

Nice to have

  • Associate degree.
  • Notary public license.
  • Bilingual capability based on branch needs.

Culture & Benefits

  • Work supports belonging and reflects the M&T Bank brand.
  • Compensation is market-informed and determined by the combination of knowledge, skills, and experience.
  • Role supports branch goals while emphasizing customer service, risk management, and fraud reduction.

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