Bilingual Relationship Banking Specialist

M&T Bank; Plainville (CT); Vor Ort; USD 31.000 - 52.000; Vollzeit

Zusammenfassung

M&T Bank in Plainville, CT seeks a branch sales professional to identify customer needs, open accounts, and present banking solutions. You will engage customers through outreach, referrals, and proactive conversations to grow the relationship and promote value-added financial products.

The role emphasizes customer service, sales opportunities, and compliance with KYC/CIP standards while maintaining strong risk controls in a busy branch environment.

Qualifikationen

• High school diploma or GED required with 2+ years in retail sales, call center, customer service or telesales.
• Associates degree preferred.
• Notary license is a plus.

Aufgaben

• Identify customer needs through sales opportunities and referrals.
• Perform account opening and outbound outreach for sales opportunities.
• Present product and service options to customers with internal partners.

Kenntnisse

Communication

Customer service

Organization

Financial products knowledge

Diplomacy

Internet proficiency

Bilingual ability

Ausbildung

High school diploma or equivalent

Associates degree

Notary public license

Jobbeschreibung

M&T Bank in Plainville, CT seeks a branch sales professional to identify customer needs, open accounts, and present banking solutions. You will engage customers through outreach, referrals, and proactive conversations to grow the relationship and promote value-added financial products.

The role emphasizes customer service, sales opportunities, and compliance with KYC/CIP standards while maintaining strong risk controls in a busy branch environment.