Senior Relationship Banker
Company: M&T Bank
Location: Union
Posted on: June 25, 2022
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Job Description:
Overview:Identifies customers' needs through the bank's retail
sales process to provide proactive sales solutions through customer
outreach for basic and complex customer needs. Specializes in our
branch customer experience through all retail and business sales
interactions.
Primary Responsibilities:
Scope of Responsibilities:The focus of this position is to serve as
key driver in growing the business through proactive identification
of sales opportunities and portfolio management with customers to
support achievement of annual branch sales goals. The position
interacts with appropriate areas of the bank to ensure customer
needs and service issues are resolved timely, accurately and
completely.
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. Must have sophisticated understanding
of each 4 types of need, transactional, savings, retirement and
protection (why, why and how). Works with more complex business
customers.
Education and Experience Required:High school diploma or equivalent
(GED) and a minimum of 3 years proven retail sales, call center,
customer service and/or telesales experience -ORA -high school
diploma -or equivalent (GED) and minimum of 2 years proven
proactive sales experience.
Strong verbal communication and interpersonal skillsProven ability
to demonstrate exceptional customer serviceWell organized
individual with time management and prioritization
skillsDemonstrated financial services product knowledgeAbility to
communicate with tact and diplomacy with internal and external
customersProficient with internet user-level technology
Education and Experience Preferred:Associates degreeNotary public
licenseMinimum of 3 years financial services sales
experienceBi-lingual based on branch needs
Physical Requirements:Ability to stand for long periods of
timeProlonged use of hands and fingersAbility to lift light to
heavy objects weighing 5lbs to 30lbsAbility to read fine
printAbility to interact with customers in an open face-to-face
work environmentAbility to use fax, telephone system, copier and
other communication toolsLocationUnion, New Jersey, United States
of America
Keywords: M&T Bank, Union , Senior Relationship Banker, Other , Union, New Jersey
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