Relationship Banker: Branch Sales & Service Pro

M&T Bank; Ludlow (VT); Vor Ort; USD 28.000 - 47.000; Vollzeit

Zusammenfassung

M&T Bank in Ludlow, Vermont is seeking a branch associate to identify customer needs, conduct outreach, and present banking solutions. The role supports sales, service, and referrals while maintaining strong risk controls and ensuring a positive customer experience.

The position requires a high school diploma or GED with 2 years in retail sales, call center, or customer service, plus strong communication and organizational skills.

Qualifikationen

• High school diploma or GED with a minimum two years in retail sales, call center, customer service or telesales.
• Strong verbal communication and interpersonal skills.
• Proven customer service excellence and organized time management.
• Knowledge of financial services products and ability to communicate tactfully with customers.
• Proficiency with internet-based tools and systems.

Aufgaben

• Role acts as branch focal point for sales, service and referrals.
• Engage in relationship management, outbound outreach, and lead generation.
• Assess customer needs and present appropriate product options.
• Proactively reach out to educate clients on value-added products and services.
• onboard new customers and maintain regular outreach to existing clients.
• Schedule and prepare for weekly appointments; conduct scheduled meetings.
• Perform customer servicing interactions and adhere to risk controls.

Kenntnisse

Retail sales

Call center

Customer service

Verbal communication

Time management

Financial services

Tact & diplomacy

Internet proficiency

Ausbildung

High school diploma or GED

Associates degree (preferred)

Jobbeschreibung

M&T Bank in Ludlow, Vermont is seeking a branch associate to identify customer needs, conduct outreach, and present banking solutions. The role supports sales, service, and referrals while maintaining strong risk controls and ensuring a positive customer experience.

The position requires a high school diploma or GED with 2 years in retail sales, call center, or customer service, plus strong communication and organizational skills.