Client Relationship Advisor

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

Benefits dieser Stelle

Medical benefits

Retirement benefits

Paid volunteer time

Zusammenfassung

M&T Bank Corporation in Vernon, CT is seeking a branch-based sales and service professional who identifies customer needs and presents banking options. You will engage customers via calls and emails, schedule appointments, and support ongoing client relationships.

In this role you will help drive branch goals while maintaining risk controls and regulatory compliance. A high school diploma is required, with 2 years in retail or customer service and optional associates degree.

Qualifikationen

• Minimum 2 years of proven retail sales, call center, customer service, or telesales experience.
• Strong verbal communication and interpersonal skills; well-organized with time management.
• Proficient with internet user-level technology and banking product knowledge.

Aufgaben

• Identify sales opportunities and assist customers with products and services.
• Conduct outreach via email or phone to educate on value-added offerings.
• Schedule appointments and prepare adequately for meetings with customers.
• Adhere to compliance and risk controls and maintain audit readiness.

Kenntnisse

Retail sales

Customer service

Verbal communication

Time management

Interpersonal skills

Ausbildung

High school diploma or GED

Associates degree (preferred)

Tools

Internet user-level technology

Jobbeschreibung

M&T Bank Corporation in Vernon, CT is seeking a branch-based sales and service professional who identifies customer needs and presents banking options. You will engage customers via calls and emails, schedule appointments, and support ongoing client relationships.

In this role you will help drive branch goals while maintaining risk controls and regulatory compliance. A high school diploma is required, with 2 years in retail or customer service and optional associates degree.