Identifies customer needs through the bank’s retail sales process to provide proactive basic sales solutions
Job Summary
Identifies customer needs through the bank’s retail sales process to provide proactive basic sales solutions.
Specializes in branch customer experience through lobby management, servicing and sales interactions for retail and business customers.
Completes basic research on customer profiles to assess potential ways to add value to clients banking relationship.
Matching Summary
Identifies customer needs through the bank’s retail sales process to provide proactive basic sales solutions.
Salary
$22.61 - $37.67 Hourly (USD)
Skills & Requirements
Must-have
Retail sales process
Customer outreach
Proactive sales solutions
Branch customer experience
Servicing and sales interactions
Risk management controls
Nice-to-have
Belonging environment
M&T Bank brand reflection
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
Proficient with internet user-level technology
Meeting and maintaining registration requirements under the Federal SAFE Act