Relationship Banker

Overview 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. Responsibilities Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead‑focused outbound calling) Lead the Sales Process (profile/pre‑call planning, outreach, appointment preparation, interaction/appointment, follow‑up) Manage Risk (audit requirements, fraud prevention, Know Your Customer (KYC) and customer information profile (CIP)) Conduct basic research on customer profiles to assess potential value‑adding opportunities and transition discussions to financial goals Identify financial needs of customers and present appropriate product and service options cooperatively with internal business partners Proactively reach out to clients via e‑mail or phone to follow up and educate on value‑added products/services Onboard new customers through outreach regardless of channel or account opening individual Establish trust with existing clients through regular proactive outreach Schedule preset appointments for the following week and conduct appointments each week Prepare adequately for scheduled appointments with a pre‑call plan Perform customer servicing interactions Adhere to applicable compliance and operational risk controls per company or regulatory standards and policies Promote an environment that supports belonging and reflects the M&T Bank brand Maintain M&T internal control standards, including timely implementation of audit points and issues raised by external regulators Complete other related duties as assigned Meet and maintain registration requirements under the Federal SAFE Act Education and Experience Required High school diploma or equivalent (GED) and minimum of 2 years of proven retail sales, call center, customer service and/or telesales experience A minimum of 1 year of proven proactive sales experience Strong verbal communication and interpersonal skills Proven ability to demonstrate exceptional customer service Well‑organized with time‑management and prioritization skills Demonstrated financial services product knowledge Ability to communicate with tact and diplomacy with internal and external customers Proficiency with internet user‑level technology Education and Experience Preferred Associate’s 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 from 5 lbs. to 30 lbs. 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 Compensation The pay range for this position is $22.61 - $37.67 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation. Location Goshen, New York, United States of America Equal Employment Opportunity 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. #J-18808-Ljbffr Dormont Manufacturing Co