Relationship Banker: Proactive Client Growth & Service

M&T Bank Corporation; Watertown (MA); Vor Ort; USD 33.000 - 55.000; Vollzeit

Zusammenfassung

M&T Bank Corporation in Watertown, MA is seeking a branch-focused relationship advocate who identifies customer needs and presents suitable banking solutions. You will engage in sales- and service-driven activities, profile customers for opportunities, and collaborate with internal partners to open accounts and refer complex needs.

This role emphasizes proactive outreach by phone and email, scheduling weekly appointments, maintaining compliance, and protecting customer information while

Qualifikationen

• High school diploma or GED with minimum 2 years of proven retail sales, call center, customer service and/or telesales experience or 1 year proactive sales experience.
• Strong verbal communication and interpersonal skills.
• Well-organized with time management and prioritization.
• Demonstrated financial services product knowledge.
• Ability to communicate with tact and diplomacy with internal and external customers.
• Proficient with internet user-level technology.

Aufgaben

• Serve as branch focal point for sales, service and referral opportunities to meet branch goals.
• Identify sales opportunities and engage customers through outreach and profile-based planning.
• Perform risk management and ensure compliance with KYC/CIP and audit requirements.
• Onboard new customers through outreach and educate on banking products/services.
• Schedule appointments and prepare for meetings with customers.
• Maintain accurate customer profiles and ensure data integrity.
• Promote M&T Bank brand and uphold internal control standards.

Kenntnisse

Retail sales

Customer service

Telesales

Verbal communication

Time management

Ausbildung

High school diploma or GED

Associates degree

Tools

Internet basics

Jobbeschreibung

M&T Bank Corporation in Watertown, MA is seeking a branch-focused relationship advocate who identifies customer needs and presents suitable banking solutions. You will engage in sales- and service-driven activities, profile customers for opportunities, and collaborate with internal partners to open accounts and refer complex needs.

This role emphasizes proactive outreach by phone and email, scheduling weekly appointments, maintaining compliance, and protecting customer information while