Relationship Banker In Columbia, Md

Mcetbhb

Columbia, Maryland, United States of America
Base: $22.61 - $37.67 hourly; bonus/equity: not sp...
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Customer outreach
Sales solutions
Relationship management
** The job posting seeks a Relationship Banker for M&T Bank in Columbia, Maryland, responsible for identifying customer needs and providing sales solutions through proactive outreach. The candidate should have strong customer service and sales skills, with a focus on maintaining compliance and enhancing the branch's customer experience. **

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.
  • 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)).
  • The position is the focal point in the branch for sales, service and/or referral opportunities in support of overall branch goals and activity requirements.

Matching Summary

Match Score: 75

** The job posting seeks a Relationship Banker for M&T Bank in Columbia, Maryland, responsible for identifying customer needs and providing sales solutions through proactive outreach. The candidate should have strong customer service and sales skills, with a focus on maintaining compliance and enhancing the branch's customer experience. **

Salary

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

Skills & Requirements

Must-have

  • customer outreach
  • sales solutions
  • relationship management
  • risk management
  • customer servicing interactions
  • M&T Bank brand

Nice-to-have

  • belonging environment
  • tact and diplomacy
  • proactive sales experience

Key Requirements

  • High school diploma or equivalent (GED)
  • minimum of 2 years proven retail sales, call center, customer service and/or telesales experience
  • 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
  • Proficient with internet user-level technology
  • Federal SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter