JobMesh

Bilingual Assistant Branch Manager (English and Spanish)

M&T Bank · Brentwood, New York, US

Overview: Assists branch management in administering and directing employee coaching, sales/business development, marketing, and operations of the branch.

Job description

Overview: Assists branch management in administering and directing employee coaching, sales/business development, marketing, and operations of the branch. Serves as a foundation of building customer loyalty and growing and retaining customer relationships in the M&T branch system through modeling and coaching the Bank's sales process. Plays 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)). Profiles customers to identify financial needs across all product and service lines, resolves service issues, and on a very limited basis, completes accurate and timely processing of teller transactions. Primary Responsibilities: - Develop new customer relationships and expand and retain existing relationships by proactively identifying opportunities leveraging the portfolio management process and utilizing the fundamentals of the Bank's sales process to achieve perso...