Strategic Relationship Banker - Growth & Solutions

M&T Bank Corporation; Town of Arcade (NY); Presencial; USD 31.000 - 52.000; Tempo integral

Resumo da vaga

M&T Bank Corporation is seeking a dynamic professional in Arcade, NY to grow customer relationships through proactive outreach and portfolio management. You will identify opportunities, perform profiling, prepare appointments, and follow up to progress development plans while explaining banking products and services to clients.

The role emphasizes cross-selling, risk controls, and collaboration with business partners to service both personal and business banking needs.

Qualificações

• High school diploma or GED required with 3+ years retail sales/customer service experience.
• Associates degree preferred; Notary public license acceptable.
• Experience in outbound calling or telesales is a plus.

Responsabilidades

• Develop new customer relationships and expand existing ones through proactive outreach.
• Assist with branch sales goals; cross-sell retail and business banking solutions.
• Engage in relationship management, profiling, and pre-call planning for opportunities.
• Adhere to compliance, risk controls, and KYC/CIP requirements.
• Act as liaison with partners for cross-selling and referrals.

Conhecimentos

Retail sales

Customer service

Telesales

Formação

High school diploma or GED

Associates degree

Ferramentas

Internet user-level technology

Descrição da vaga

M&T Bank Corporation is seeking a dynamic professional in Arcade, NY to grow customer relationships through proactive outreach and portfolio management. You will identify opportunities, perform profiling, prepare appointments, and follow up to progress development plans while explaining banking products and services to clients.

The role emphasizes cross-selling, risk controls, and collaboration with business partners to service both personal and business banking needs.