Relationship Banker
Overview
Identifies customer needs through retail sales process to provide proactive basic sales solutions and refer complex needs to appropriate team members. Specializes in branch customer experience via lobby management and sales interactions for retail and business customers. Plays key role in Relationship Management through customer assessments, profiling, account opening, and lead-focused outbound calling. Drives sales process activities including profile/pre-call planning, outreach, appointment preparation, interaction, and follow-up. Completes basic research on customer profiles to assess value addition and transition to needs-based discussions on financial goals. Presents appropriate product and service options while collaborating with internal partners. Proactively reaches out via email or phone to educate on value added products/services. Onboards new customers regardless of channel. Establishes trust through regular proactive outreach. Schedules preset appointments for the following week and holds them weekly. Prepares for scheduled meetings with pre-call plans. Performs customer servicing interactions adhering to compliance and operational risk controls. Promotes belonging reflecting M&T Bank brand. Maintains internal control standards including audit points and regulatory compliance. Meets registration requirements under the Federal SAFE Act. Key driver of customer flow supporting branch goals. Services existing customers and grows business by identifying sales opportunities. Stays current on operational, product, and system changes while demonstrating good risk management decisions.
What You'll Do11
- 1Build customer relationships through proactive outreach and personalized sales solutions
- 2Design and execute outreach strategies to identify and address client needs
- 3Conduct comprehensive customer profiling and financial need analysis
- 4Present tailored product offerings and facilitate goal-oriented conversations
- 5Onboard new customers across multiple channels
- 6Schedule and manage weekly appointments with consistent execution
- 7Prepare detailed pre-call plans and post-meeting summaries
- 8Execute compliant customer servicing interactions
- 9Monitor and implement internal audit requirements and regulatory standards
- 10Collaborate with cross-functional teams to enhance customer experiences
- 11Maintain accurate records and ensure adherence to KYC protocols
Requirements10
- 1High school diploma or GED with 2 years retail sales experience
- 2Proven proactive sales background with strong communication skills
- 3Ability to operate fax telephone systems copiers and other communication tools
- 4Physical stamina for standing and handling light to heavy objects
- 5Basic proficiency with internet user-level technology
- 6Bilingual capabilities as required by branch needs
- 7Strong ability to read fine print and interpret documentation
- 8Experience with customer relationship management systems
- 9Understanding of compliance regulations and risk mitigation practices
- 10Commitment to professional development and continuous learning
Salary Insight
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