Relationship Banker - Somers Ct / Somers Main Street Branch

MTB (M&T Bank)

Somers, Connecticut, United States of America
Base: $22.61 - $37.67 hourly; bonus/equity: not sp...
2 years retail sales experience
Proactive outbound calling skills
Customer needs assessment abilities
The role focuses on identifying customer needs through proactive outreach to provide basic sales solutions or refer complex needs to partners

Job Summary

  • The role focuses on identifying customer needs through proactive outreach to provide basic sales solutions or refer complex needs to partners.
  • Employees must adhere to strict compliance standards including Know Your Customer (KYC) protocols and fraud prevention measures.
  • The position requires maintaining registration requirements under the Federal SAFE Act while driving branch sales and service goals.

Matching Summary

The role focuses on identifying customer needs through proactive outreach to provide basic sales solutions or refer complex needs to partners.

Salary

Base: $22.61 - $37.67 Hourly; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • 2 years retail sales experience
  • proactive outbound calling skills
  • customer needs assessment abilities
  • compliance and fraud prevention knowledge
  • KYC and CIP adherence

Nice-to-have

  • bilingual communication skills
  • notary public license
  • associates degree preferred
  • strong time management skills
  • team collaboration mindset

Key Requirements

  • High school diploma or GED
  • Minimum 2 years retail sales experience
  • Federal SAFE Act registration
  • Financial services product knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter