Relationship Banker - Trapelo Road Branch

mvt.se

Belmont, Massachusetts, United States of America
Base: $23.84 - $39.74 hourly; bonus/equity: not sp...
Not specified (assumed to be in-person based on context)
Identify customer needs
Proactive sales solutions
Customer outreach
The Relationship Banker position at M&T Bank's Trapelo Road Branch in Belmont, Massachusetts, focuses on identifying customer needs and providing tailored banking solutions through proactive outreach and sales interactions. The role emphasizes relationship management and requires a minimum of two years of relevant experience in retail sales or customer service

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.
  • 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 Relationship Banker position at M&T Bank's Trapelo Road Branch in Belmont, Massachusetts, focuses on identifying customer needs and providing tailored banking solutions through proactive outreach and sales interactions. The role emphasizes relationship management and requires a minimum of two years of relevant experience in retail sales or customer service.

Salary

Base: $23.84 - $39.74 Hourly; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Identify customer needs
  • Proactive sales solutions
  • Customer outreach
  • Lobby management
  • Servicing and sales interactions
  • Risk management
  • Know Your Customer (KYC)
  • Customer information profile (CIP)
  • Meet registration requirements

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
  • Meet registration requirements under the Federal SAFE Act

Work Rights

Not specified

Tailored Resume

Cover Letter