Relationship Banker: Client Growth & Service Expert

M&T Bank Corporation; Village of Shoreham (NY); Vor Ort; USD 52.000 - 87.000; Vollzeit

Zusammenfassung

The M&T Bank Shoreham branch seeks a customer-focused associate to identify needs through the retail sales process and provide proactive solutions. You will handle outreach, onboarding of new customers, and referral opportunities while maintaining strong risk controls.

Responsibilities include account opening, pre-call planning, and schedule management to meet branch goals. Excellent communication and product knowledge help you service retail and business customers effectively.

Qualifikationen

• HS diploma or GED required with 2+ years of retail sales or customer service experience.
• 1 year proactive sales experience acceptable with HS diploma.

Aufgaben

• Role serves as branch focal point for sales, service and referral opportunities.
• Identify sales opportunities with customers and manage outreach and appointments.
• Perform customer servicing interactions while adhering to compliance requirements.
• Onboard new customers through outreach and establish trust with clients.
• Support risk management, Know Your Customer (KYC) and CIP processes.

Kenntnisse

Verbal communication

Interpersonal skills

Customer service

Time management

Prioritization

Tech literacy

Ausbildung

High School diploma or GED

Associates degree

Notary public license

Bilingual based on branch needs

Jobbeschreibung

The M&T Bank Shoreham branch seeks a customer-focused associate to identify needs through the retail sales process and provide proactive solutions. You will handle outreach, onboarding of new customers, and referral opportunities while maintaining strong risk controls.

Responsibilities include account opening, pre-call planning, and schedule management to meet branch goals. Excellent communication and product knowledge help you service retail and business customers effectively.