Relationship Banker: Growth & Client Engagement

M&T Bank Corporation; Old Saybrook (CT); Sur place; USD 32 000 - 52 000; Plein temps

Résumé du poste

M&T Bank Corporation is seeking a Branch Sales Associate in Old Saybrook, CT. You will identify customer financial needs, present product options, and proactively educate clients on value-added banking services.

You will onboard new customers and schedule weekly appointments, while maintaining compliance and contributing to fraud prevention and risk controls. The role emphasizes in-branch customer interactions, sales opportunities, and delivering excellent service consistent with M&T Bank’s

Qualifications

• High school diploma or GED with 2 years retail sales/call center/customer service experience, or 1 year proactive sales experience.
• Strong verbal communication and interpersonal skills.
• Proficient with internet user-level technology.

Responsabilités

• Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling).
• Manage sales process including outreach, appointment preparation and follow-up.
• Ensure risk management through audit requirements, fraud prevention, KYC and CIP.

Connaissances

Verbal communication

Interpersonal skills

Customer service

Time management

Formation

High school diploma or GED

Associates degree

Notary public license

Bilingual (branch needs)

Description du poste

M&T Bank Corporation is seeking a Branch Sales Associate in Old Saybrook, CT. You will identify customer financial needs, present product options, and proactively educate clients on value-added banking services.

You will onboard new customers and schedule weekly appointments, while maintaining compliance and contributing to fraud prevention and risk controls. The role emphasizes in-branch customer interactions, sales opportunities, and delivering excellent service consistent with M&T Bank’s