Relationship Banker

M&T Bank

Milton, Delaware, United States of America
Base: $20.55 - $34.25 usd; bonus/equity: not speci...
2 years retail sales experience
Proactive outbound calling skills
Kyc and fraud prevention knowledge
The primary role involves identifying customer needs through proactive outreach to provide basic sales solutions or refer complex needs to partners

Job Summary

  • The primary role involves 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 Federal SAFE Act registration requirements.
  • The position serves as the focal point for branch sales activity, driving customer flow while maintaining operational risk controls.

Matching Summary

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

Salary

Base: $20.55 - $34.25 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • 2 years retail sales experience
  • proactive outbound calling skills
  • KYC and fraud prevention knowledge
  • customer needs assessment capabilities
  • appointment scheduling and follow-up

Nice-to-have

  • Notary public license preferred
  • Bilingual communication abilities
  • Associates degree qualification
  • Strong time management skills
  • M&T Bank brand alignment

Key Requirements

  • High school diploma or GED
  • Minimum 2 years proven retail sales experience
  • Federal SAFE Act registration maintenance
  • Financial services product knowledge
  • Proficiency with internet user-level technology

Work Rights

Not specified

Tailored Resume

Cover Letter