Relationship Banker In Columbia, Md

Mtbachelor

Columbia, Maryland, United States of America
$22.61 - $37.67 hourly; not specified; not specifi...
Proactive customer outreach
Sales solutions
Customer profiling
Identifies customers' needs through the bank’s retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and/or refer complex customer needs to the appropriate team member/partner

Job Summary

  • Identifies customers' needs through the bank’s retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and/or refer complex customer needs to the appropriate team member/partner.
  • Specializes in our branch customer experience through lobby management, servicing and sales interactions for retail and business customers.
  • Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales Process (profile/pre-call planning, outreach, appointment preparation, interaction/appointment, follow-up) and Risk Management (audit requirements, fraud prevention, Know Your Customer (KYC) and customer information profile (CIP)).

Matching Summary

Identifies customers' needs through the bank’s retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and/or refer complex customer needs to the appropriate team member/partner.

Salary

$22.61 - $37.67 Hourly; Not specified; Not specified

Skills & Requirements

Must-have

  • Proactive customer outreach
  • Sales solutions
  • Customer profiling
  • Risk management controls
  • M&T Bank brand promotion

Nice-to-have

  • Belonging environment support
  • Financial goals discussion

Key Requirements

  • High school diploma or equivalent (GED) and a minimum of 2 years proven retail sales, call center, customer service and/or telesales experience OR A high school diploma or equivalent (GED) and a minimum of 1 year proven proactive sales experience
  • Strong verbal communication and interpersonal skills
  • Proven ability to demonstrate exceptional customer service
  • Well-organized individual with time management and prioritization skills
  • Demonstrated financial services product knowledge
  • Ability to communicate with tact and diplomacy with internal and external customers
  • Proficient with internet user-level technology
  • Federal SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter