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5 часов назад

Senior Relationship Banker (Fremont)

23 - 38$
Формат работы
onsite
Тип работы
fulltime
Грейд
senior
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
Senior Relationship Banker (Fremont) (Retail Banking and Sales): Building and expanding customer and business banking relationships through proactive outreach, portfolio management, lending support, and branch-based consultations with an accent on customer needs assessment, financial product knowledge, and risk controls. Focus on evaluating financing requests, preparing loan applications, developing referral networks, and managing KYC, fraud prevention, and SAFE Act requirements.

Location: East Syracuse, New York, United States of America; onsite branch work with face-to-face customer interaction.

Salary: $22.61–$37.67 per hour (USD).

Company

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

What you will do

  • Develop, expand, and retain customer and business banking relationships through proactive outreach and portfolio management.
  • Conduct customer assessments, sales planning, appointments, follow-up, account opening, and outbound calling.
  • Evaluate financing requests, recommend loan structures, and submit complete loan application packages.
  • Explain consumer, mortgage, HELOC, business banking, treasury management, and merchant services products.
  • Build referral relationships with community contacts, centers of influence, and internal business partners.
  • Apply KYC, CIP, fraud prevention, audit, compliance, and internal control standards, including Federal SAFE Act registration requirements.

Requirements

  • High school diploma or GED plus at least 3 years of retail sales, call center, customer service, or telesales 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 common communication tools.
  • Ability to stand for extended periods, use hands and fingers for prolonged periods, lift objects weighing 5–30 pounds, and work in an open face-to-face environment.

Nice to have

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

Culture & Benefits

  • Market-informed and competitive hourly compensation.
  • Branch-based customer interaction and community networking.
  • Work supporting belonging and the M&T Bank brand.

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