Register
Recruit Create CV
Unfortunately, this job posting is expired.
Don't worry, we can still help! Below, please find related information to help you with your job search.
Related keywords
Some similar recruitments
Relationship Specialist I Jobs
Recruited by VyStar Credit Union 8 months ago Address Orlando, FL, United States
Relationship Banker Jobs
Recruited by PNC Financial Services Group 8 months ago Address , Boca Raton, 33431
Personal Banker Jobs
Recruited by PNC Financial Services Group 8 months ago Address , Port Saint Lucie, 34952
Personal Banker Jobs
Recruited by PNC Financial Services Group 9 months ago Address , Fort Myers, 33908
Relationship Administrator Iii - Global Operations
Recruited by Bank of America 9 months ago Address , Charlotte, 28202, Nc
Producing Sales Manager I (Colorado Region)
Recruited by Amerant Mortgage 9 months ago Address Coral Gables, FL, United States
Personal Banker Boca Del Mar Branch
Recruited by Wells Fargo 11 months ago Address Boca Raton, FL, United States
Relationship Banker Ii - Us 17 92 & Webster Ave - Winter Park, Fl
Recruited by JPMorgan Chase Bank, N.A. 1 year ago Address , Winter Park, Fl
Universal Banker I Jobs
Recruited by Auto Club Group 1 year ago Address , , Fl $16.44 - $20.00 an hour
Youth Program Specialist - Ft (Bilingual English/Spanish Preferred) (2 Positions Available)
Recruited by Orange County Library System 1 year ago Address , Orlando, 32801, Fl $46,966 a year
Relationship Banker Trainee Program
Recruited by The Cape Cod Five Cents Savings Bank 1 year ago Address , Cape Cod, Ma

Bilingual Relationship Banker Jobs

Company

M&T Bank
Address , Marlborough, 01752, Ma
Employment type FULL_TIME
Salary
Expires 2023-10-07
Posted at 9 months ago
Job Description
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:
  • Complete other related duties as assigned.
  • Perform customer servicing interactions.
  • 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
  • Establish trust with existing clients through proactive outreach regularly
  • Promote an environment that supports diversity and reflects the M&T Bank brand.
  • Onboard new customers through customer outreach (regardless of available channel, and individual who opened account)
  • Schedule preset appointments for the following week and hold appointments each week
  • Identify financial needs of customers and present all appropriate product and service options by working cooperatively with appropriate internal business partners.
  • Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
  • 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
  • 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)).
  • 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.
  • Adequately prepares for scheduled appointment before customer meeting (prepare for sales interactions with pre-call plan)
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
Ability to fluently communicate both verbally and in writing with bank customers in both English and the specified second language. Proficiency to be determined via an online assessment.
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
Location
Marlborough, Massachusetts, United States of America