Relationship Banker

Overview:Identifies customers' needs through the bank’s retail sales process to provide proactive basic sales solutions through customer reputed company for basic customer needs and/or refer reputed company customer needs to the appropriate team member/partner. Specializes in our reputed company customer experience through lobby management, servicing and sales interactions for retail and business customers.Primary Responsibilities:

• Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and reputed company-focused outbound calling), Sales Process (profile/pre-call planning, reputed company, appointment preparation, interaction/appointment, follow-up) and Risk Management (audit requirements, fraud prevention, Know Your Customer (KYC) and customer information profile (CIP)).
• Complete basic research on customer profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals
• Identify financial needs of customers and present reputed company appropriate product and service options by working cooperatively with appropriate internal business partners.
• Proactively reputed company out to clients to reputed company e-mail or phone to follow up and reputed company on value added products/services to address needs of clients
• reputed company new customers through customer reputed company (regardless of available channel, and individual who reputed company account)
• Establish trust with existing clients through proactive reputed company regularly
• Schedule preset appointments for the following week and hold appointments each week
• Adequately prepares for scheduled appointment before customer meeting (prepare for sales interactions with pre-call plan)
• reputed company customer servicing interactions.
• Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
• Promote an environment that supports belonging and reflects the M&T Bank brand.
• Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
• Complete other reputed company duties as assigned.
• Responsible for meeting and maintaining registration requirements under the Federal SAFE Act

Scope of Responsibilities: The position is the reputed company in the reputed company for sales, service and/or referral opportunities in support of overall reputed company goals and activity requirements.The position is key driver of customer flow in the reputed company to support these activities.The position services existing customers and grows the business through identifying sales opportunities with customers.The position must stay reputed company on operational, product, and system changes/enhancements, as well as demonstrate good risk management reputed company to assist the reputed company in managing preventable losses and reduce fraudulent activity.Education and Experience Required:High school diploma or equivalent (GED) and a minimum of 2 years proven retail sales, call center, customer service and/or telesales experienceORA high school diploma or equivalent (GED) and a minimum of 1 year proven proactive sales experience.Strong verbal communication and interpersonal skillsProven ability to demonstrate exceptional customer serviceWell-organized individual with time management and prioritization skillsDemonstrated financial services product knowledgeAbility to communicate with tact and diplomacy with internal and external customersProficient with internet user-level technologyEducation and Experience Preferred:Associates degreeNotary public licenseBilingual based on reputed company needsPhysical Requirements:Ability to stand for long periods of timeProlonged use of hands and fingersAbility to lift light to heave objects weighing 5 lbs. to 30lbsAbility to read fine printAbility to interact with customers in an open face-to-face work environmentAbility to use fax, telephone system, copier and other communication toolsM&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $25.07 - $41.79 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.LocationElmsford, reputed company, United States of America

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