Relationship Banker- Falls Church Branch/ Falls Church, VA

About the role

This position is the focal point in the branch for sales, service, and referral opportunities in support of overall branch goals. The role drives customer flow in the branch, services existing customers, and grows the business by identifying sales opportunities. The position must stay current on operational, product, and system changes, while demonstrating sound risk management decisions to help the branch reduce preventable losses and fraudulent activity.

Responsibilities

• Play a key role in Relationship Management through customer assessments, profiling for sales opportunities, account opening, and lead-focused outbound calling.
• Engage in the Sales Process, including profile/pre-call planning, outreach, appointment preparation, interaction/appointment, and follow-up.
• Support Risk Management by adhering to audit requirements, fraud prevention, Know Your Customer (KYC), and Customer Information Profile (CIP) standards.
• Conduct basic research on customer profiles to assess potential ways to add value and transition discussions to financial goals.
• Identify financial needs of customers and present appropriate product and service options in collaboration with internal business partners.
• Proactively reach out to clients via email or phone to follow up and educate on value-added products/services.
• Onboard new customers through outreach, regardless of the channel used for account opening.
• Establish trust with existing clients through regular proactive outreach.
• Schedule and hold preset appointments weekly, preparing adequately with a pre-call plan before customer meetings.
• Perform customer servicing interactions.
• Adhere to applicable compliance and operational risk controls in accordance with company or regulatory standards.
• Promote an inclusive environment that supports belonging and reflects the M&T Bank brand.
• Maintain M&T internal control standards, including timely implementation of audit points and regulatory issues.
• Complete other related duties as assigned.

Requirements

• High school diploma or equivalent (GED) and a minimum of 2 years of 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 of proven proactive sales experience.
• Strong verbal communication and interpersonal skills.
• Proven ability to demonstrate exceptional customer service.
• Well-organized with strong 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.

Preferred Qualifications

• Associate’s degree.
• Notary public license.
• Bilingual skills 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 30 lbs.
• Ability to read fine print.
• Ability to interact with customers in an open face-to-face work environment.
• Proficiency with fax, telephone systems, copiers, and other communication tools.

Pay

The pay range for this position is $23.84 - $39.74 hourly (USD). The successful candidate’s compensation will be informed by their specific combination of knowledge, skills, and experience.

Location: Falls Church, Virginia, United States of America