Company: M&T Bank
Posted on: November 18, 2021
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.
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
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
Onboard new customers through customer outreach (regardless of
available channel, and individual who opened account)
Establish trust with existing clients through proactive outreach
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.
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
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
Demonstrated financial services product knowledge
Ability to communicate with tact and diplomacy with internal and
Proficient with internet user-level technology
Education and Experience Preferred:
Notary public license
Bilingual based on branch needs
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
Ability to use fax, telephone system, copier and other
Utica, New York, United States of America
Keywords: M&T Bank, Utica , Relationship Banker, Other , Utica, New York
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