Job Details
Relationship Banker in Columbia, MD page is loaded
Relationship Banker in Columbia, MD
Apply
remote type
Onsite Position
locations
Columbia, MD
time type
Full time
posted on
Posted 2 Days Ago
job requisition id
R61976
Overview:
Identifies customers' needs through the banks 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.
Primary Responsibilities:
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)).
Complete basic research on customer profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals
Identify financial needs of customers and present all appropriate product and service options by working cooperatively with appropriate internal business partners.
Proactively reach out to clients to via e-mail or phone to follow up and educate on value added products/services to address needs of clients
Onboard new customers through customer outreach (regardless of available channel, and individual who opened account)
Establish trust with existing clients through proactive outreach regularly
Schedule preset appointments for the following week and hold appointments each week
Adequately prepares for scheduled appointment before customer meeting (prepare for sales interactions with pre-call plan)
Perform customer servicing interactions.
Adhere to applicable
compliance/operational
risk controls in accordance with Company or regulatory standards and policies.
Promote an environment that supports diversity and reflects the M&T Bank brand.
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Complete other related duties as assigned.
Responsible for meeting and maintaining registration requirements under the Federal SAFE Act
Scope of Responsibilities:
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.
The position is key driver of customer flow in the branch to support these activities.
The position services existing customers and grows the business through identifying sales opportunities with customers.
The position must stay current on operational, product, and system
changes/enhancements,
as well as demonstrate good risk management decisions to assist the branch in managing preventable losses and reduce fraudulent activity.
Education and Experience Required:
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 with internal and external customers
Proficient with internet user-level technology
Education and Experience Preferred:
Associates degree
Notary public license
Bilingual based on branch needs
Physical Requirements:
Ability to stand for long periods of time
Prolonged use of hands and fingers
Ability to lift light to heave objects weighing 5 lbs. to 30lbs
Ability to read fine print
Ability to interact with customers in an open face-to-face work environment
Ability to use fax, telephone system, copier and other communication tools
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $20.43 - $34.05 Hourly (USD). The successful candidates particular combination of knowledge, skills, and experience will inform their specific compensation.
Location
Columbia, Maryland, United States of America
About Us
At M&T Bank, we make a difference in peoples lives . For more than 160 years, weve been providing our customers with guidance and financial solutions, leading our communities through challenges and growth opportunities, and empowering our employees to build purpose-driven careers.
Our talent and culture set us apart.
Our core values drive the work we do integrity, ownership, collaboration, curiosity, candor. We seek to further build upon our record of success by bringing in diverse talents and fresh skill sets while supporting the growth and development of all team members.
At M&T, we are a talent and people driven organization. Take a peek inside M&Ts Human Capital Report
to learn how it feels to be one of our 17,000+ employees.
We are constantly renewing.
Our future success relies on our ability to understand whats important to our customers and use that understanding to build new and innovative customer experiences.
We support our employees every step of the way.
Competitive compensation
Full medical & dental benefits, Heath Savings & Flexible Spending Accounts, and life/disability insurance
Generous paid time off (PTO) plus 11 paid holidays and an option to buy additional PTO
401(k) match at 5% with options for Roth and discretionary employer contributions
A deep commitment to equity, including 14 resource group charters, a D&I sponsorship program, 40 annual paid volunteer hours and more
Various options for tuition assistance, paid parental leave, stock purchase, wellness and employee discounts
We need you.
Are you ready to join us? Apply today to start the journey.
If you are unable to apply through this site due to technical issues or are in need of an accommodation to apply, please contact us at
...@mtb.com
for assistance.
M&T Bank Corporation is an Equal
Opportunity/Affirmative
Action Employer, including disabilities and veterans.
M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.
#J-18808-Ljbffr