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Relationship Banker - Newington, CT

$22.61 - $37.67 per hour

M&T Bank

Job Title

Bank Retail Sales Specialist

Primary Responsibilities

The Bank Retail Sales Specialist plays a key role in relationship management, sales process, and risk management. Responsibilities include customer assessments, profiling for sales opportunities, account opening, lead-focused outbound calling, basic research on customer profiles, identifying financial needs, presenting product and service options, onboarding new customers, establishing trust with existing clients, scheduling and holding appointments, preparing for sales interactions, performing customer servicing interactions, adhering to compliance/operational risk controls, promoting an environment that supports belonging, maintaining internal control standards, and meeting registration requirements under the Federal SAFE Act.

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. It 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 experience OR 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 skills, demonstrated financial services product knowledge, ability to communicate with tact and diplomacy with internal and external customers, proficient with internet user-level technology.

Education and Experience Preferred

Associates 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 heavy 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 committed to fair, competitive, and market-informed pay for our employees. 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

Newington, Connecticut, United States of America

M&T Bank
Vacancy posted 1 day ago
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