Relationship Banker
$42,744–$71,240 year
On-siteBerlin, Maryland, United States
Berlin, Maryland, United StatesOn-siteFull Time$42,744–$71,240 yearHigh School Or EquivalentBANKINGEnterprise
Full TimeHigh School Or EquivalentEnterpriseBANKING
Job Summary
Conduct customer outreach via phone and email to identify sales opportunities and present product options. Manage lobby operations and schedule weekly appointments for retail and business clients. Perform customer servicing interactions while maintaining KYC, fraud prevention, and audit compliance standards. Assess customer profiles to add value to banking relationships and transition to needs-based discussions. Adhere to operational risk controls and internal control standards in accordance with regulatory policies. Maintain registration requirements under the Federal SAFE Act.
Required Qualifications
- High school diploma or equivalent (GED)
- Minimum of 2 years proven retail sales, call center, customer service and/or telesales experience
- OR
- 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
- 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 unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws
- M&T Bank Corporation has policies and procedures in place to promote a drug free workplace
Desired Qualifications
- Associates degree
- Notary public license
- Bilingual based on branch needs
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