Retail Sales Specialist at Manufacturers and Traders Trust Co
Overview
Owns customer relationship identification and proactive sales solutions through outreach and manages branch customer experience. Drives relationship management and identifies financial needs to present appropriate product options.
What You'll Do11
- 1Lead relationship management through customer assessments and profiling for sales opportunities
- 2Conduct sales process planning and execution including outreach and appointment preparation
- 3Manage KYC and fraud prevention compliance audits
- 4Onboard new customers regardless of initial channel
- 5Schedule and maintain weekly appointments while preparing detailed pre-call plans
- 6Perform customer servicing interactions adhering to compliance standards
- 7Promote inclusive environment reflecting M&T Bank brand
- 8Maintain internal audit points and regulatory requirements
- 9Drive sales growth by identifying cross-selling opportunities
- 10Stay current on operational and product enhancements
- 11Collaborate with internal partners to meet branch goals
Requirements10
- 1High school diploma or GED with 2 years retail sales experience
- 2Proven proactive sales experience
- 3Strong verbal communication and interpersonal skills
- 4Excellent customer service abilities
- 5Time management and organization skills
- 6Ability to communicate with tact and diplomacy
- 7Physical stamina for standing and handling light to heavy objects
- 8Ability to read fine print and operate communication tools
- 9Bilingual proficiency based on branch needs
- 10Education preference: Associate degree
Salary Insight
Salary not disclosed in listing
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