Part Time Relationship Banker/ 25 hours week - Olney MD

M&T Bank

Olney, MDOn-sitePart time
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Pay
$23 to $39
an hour
Location
Olney, MD
Work style
On-site
Job type
Part time
Posted
Oct 13
7 days ago
Career path

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About the company

M&T Bank

Financial services · 10,001+ employees

M&T Bank on LinkedIn

What you'll do

  • Identify customer needs and present appropriate products and services, manage sales and service interactions, and build customer relationships through proactive outreach.
  • Support branch sales, customer flow, compliance, and risk management.

What you need

  • Requires a high school diploma or equivalent and either 2 years of relevant experience or 1 year of proactive sales experience.
  • Requires strong communication and customer service skills; must be able to stand for long periods and lift objects weighing 5 to 30 lbs.
  • Education: a high school diploma or an associate degree

Key skills

relationship-based retail salesStrong verbal communicationinterpersonal skillsexceptional customer servicetime managementprioritization skillsfinancial services product knowledgeinternet user-level technology

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Read the full posting here
Must be able to work Saturday shifts. What we're looking for: Candidates must have demonstrated experience in relationship-based retail sales . We are especially interested in individuals who have a proven track record of building customer relationships, driving results, and showing strong leadership potential. 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. Primary Responsibilities: Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales Process (profile/pre-call planning, outreach, appointment preparation, interaction/appointment, follow-up) and Risk Management (audit requirements, fraud prevention, Know Your Customer (KYC) and customer information profile (CIP)). Complete basic research on customer profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals Identify financial needs of customers and present all appropriate product and service options by working cooperatively with appropriate internal business partners. Proactively reach out to clients to via e-mail or phone to follow up and educate on value added products/services to address needs of clients Onboard new customers through customer outreach (regardless of available channel, and individual who opened account) Establish trust with existing clients through proactive outreach regularly Schedule preset appointments for the following week and hold appointments each week Adequately prepares for scheduled appointment before customer meeting (prepare for sales interactions with pre-call plan) Perform customer servicing interactions. Adhere to applicable compliance/operational risk controls in accordance with 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 internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned. Responsible for meeting and maintaining 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. The position 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 heave 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 $23.84 - $39.74 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation. Location Olney, Maryland, United States of America

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