Relationship Banker: Branch Sales & Client Advisor

M&T Bank Corporation; Vermont; Vor Ort; USD 28.000 - 47.000; Vollzeit

Zusammenfassung

M&T Bank Corporation is seeking a Relationship Banker in Ludlow, VT to engage customers, assess needs, and promote banking solutions in a branch setting. You will manage lobby flow, support onboarding, and collaborate with partners to deliver tailored financial options.

Strong service mindset and clear communication are essential. The role emphasizes proactive outreach, appointment planning, and adherence to KYC/CIP controls while maintaining a high standard of customer experience.

Qualifikationen

• Experience in retail sales or customer service roles.
• Ability to communicate clearly and build rapport with customers.
• Familiarity with basic banking products and services.

Aufgaben

• Identify customer needs and present appropriate banking options.
• Lead in-branch sales and service interactions while maintaining risk controls.
• Outbound outreach to educate clients on value-added products and services.
• Schedule and conduct appointments to advance customer relationships.

Kenntnisse

Retail sales

Customer service

Outbound calling

Communication

Ausbildung

High school diploma or equivalent

Jobbeschreibung

M&T Bank Corporation is seeking a Relationship Banker in Ludlow, VT to engage customers, assess needs, and promote banking solutions in a branch setting. You will manage lobby flow, support onboarding, and collaborate with partners to deliver tailored financial options.

Strong service mindset and clear communication are essential. The role emphasizes proactive outreach, appointment planning, and adherence to KYC/CIP controls while maintaining a high standard of customer experience.