Relationship Banker- Dual Highway Branch/ Hagerstown MD
M&T Bank · Hagerstown, Maryland, US
Demonstrated experience in branch banking and relationship-based retail banking, with a strong preference for candidates who demonstrate solid leadership qua...
Job description
Demonstrated experience in branch banking and relationship-based retail banking, with a strong preference for candidates who demonstrate solid leadership qualities. 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 a...