Relationship Banker - Mount Airy Branch/ Mount Airy MD

About the role

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 or partner. Specializes in branch customer experience through lobby management, servicing, and sales interactions for retail and business customers.

Responsibilities

• Play a key role in Relationship Management, including customer assessments, profiling for sales opportunities, account opening, and lead-focused outbound calling.
• Engage in the Sales Process, covering 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.
• Complete 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 for each customer meeting with a pre-call plan.
• Perform customer servicing interactions.
• Adhere to applicable compliance and operational risk controls in accordance with company or regulatory standards.
• 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 regulators.
• Complete other related duties as assigned.

The position serves as the focal point in the branch for sales, service, and referral opportunities, driving customer flow to meet branch goals. It involves servicing existing customers and growing the business by identifying sales opportunities. The role requires staying current on operational, product, and system changes, as well as demonstrating sound risk management decisions to help the branch reduce preventable losses and fraudulent activity.

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 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 in using fax, telephone systems, copiers, and other communication tools.

Pay

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: Mount Airy, Maryland, United States of America