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.
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
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
Skills & Requirements
Must-have
customer outreach
sales solutions
lobby management
risk management
customer servicing
Nice-to-have
belonging environment
M&T Bank brand
Key Requirements
High school diploma or equivalent (GED)
minimum of 2 years proven retail sales, call center, customer service and/or telesales experience OR 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