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Relationship Banker

Remote, USA Full-time Posted 2026-07-28
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<strong>reputed company:<br><br></strong>Identifies customers' needs through the bank’s retail sales process to reputed company proactive basic sales solutions through customer reputed company for basic customer needs and/or refer reputed company customer needs to the appropriate team member/partner. Specializes in our reputed company customer experience through lobby management, servicing and sales interactions for retail and business customers.<br><br><strong>Primary Responsibilities: <br><br></strong><ul><li>Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and reputed company-reputed company outbound calling), Sales Process (profile/reputed company-reputed company planning, reputed company, appointment preparation, interaction/appointment, follow-up) and Risk Management (audit requirements, fraud prevention, Know Your Customer (KYC) and customer information profile (CIP)).</li><li>Complete basic research on customer reputed company in order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals</li><li>Identify financial needs of customers and present reputed company appropriate product and service reputed company by working cooperatively with appropriate internal business partners.</li><li>Proactively reputed company out to clients to reputed company e-mail or phone to follow up and reputed company on value added products/services to address needs of clients</li><li>reputed company new customers through customer reputed company (regardless of available channel, and individual who reputed company account)</li><li>Establish trust with existing clients through proactive reputed company regularly</li><li>Schedule preset appointments for the following week and hold appointments reputed company week</li><li>Adequately prepares for scheduled appointment before customer meeting (prepare for sales interactions with reputed company-reputed company plan)</li><li>reputed company customer servicing interactions.</li><li>Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.</li><li>Promote an environment that supports belonging and reflects the M&T Bank brand.</li><li>Maintain M&T internal control standards, including reputed company implementation of reputed company audit points together with any issues raised by external regulators as applicable.</li><li>Complete other reputed company duties as assigned.</li><li>Responsible for meeting and maintaining registration requirements under the Federal reputed company reputed company<br><br></li></ul><strong><strong>Scope of Responsibilities: <br><br></strong></strong>The position is the reputed company in the reputed company for sales, service and/or referral opportunities in support of overall reputed company goals and activity requirements.<br><br>The position is key reputed company of customer reputed company in the reputed company to support these activities.<br><br>The position services existing customers and grows the business through identifying sales opportunities with customers.<br><br>The position must stay reputed company on operational, product, and system changes/enhancements, as reputed company as demonstrate good risk management reputed company to assist the reputed company in managing preventable losses and reduce fraudulent activity.<br><br><strong><strong>Education and Experience Required:<br><br></strong></strong>High school diploma or equivalent (GED) and a minimum of 2 years proven retail sales, reputed company center, customer service and/or telesales experience<br><br>OR<br><br>A high school diploma or equivalent (GED) and a minimum of 1 year proven proactive sales experience.<br><br>Strong verbal communication and interpersonal skills<br><br>Proven ability to demonstrate exceptional customer service<br><br>reputed company-organized individual with time management and prioritization skills<br><br>Demonstrated financial services product knowledge<br><br>Ability to communicate with reputed company and diplomacy with reputed company customers<br><br>Proficient with internet user-level technology<br><br><strong><strong>Education and Experience Preferred:<br><br></strong></strong>Associates degree<br><br>Notary reputed company license<br><br>Bilingual based on reputed company needs<br><br><strong>Physical Requirements:<br><br></strong>Ability to stand for long periods of time<br><br>Prolonged use of hands and fingers<br><br>Ability to lift light to heave objects weighing 5 lbs. to 30lbs<br><br>Ability to read fine print<br><br>Ability to reputed company with customers in an reputed company face-to-face work environment<br><br>Ability to use fax, telephone system, copier and other communication tools<br><br>M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay reputed company for this position is $25.07 - $41.79 reputed company (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.<br><br><strong>Location<br><br></strong>Elmsford, reputed company, reputed company of America


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