Relationship Banker I
At M&T, we understand what's important when you're considering a career change: a company with a solid history of responsible growth and positive earnings. A company committed to the communities it serves. One that rewards performance and provides employees with opportunities to direct their own career paths. A company with a focus on the future.
The Relationship Banker I position is a first-level sales position and can lead to a career in branch sales and branch management. Relationship Banker I's will receive ongoing training, coaching, and development that can help them achieve their career goals in the retail branch. Relationship Banker I's serve as a proactive team member in the M&T Branch system and are critical to building customer loyalty through the "M&T Way". The "M&T Way" is defined as: Creating a memorable customer experience that will make customers want to come back and do business with the bank! Not leaving things to chance. Being the BEST!
Relationship Banker I duties also include serving as a conduit between the Teller line and the Platform, ensuring consistent "Customer Driven Lobby Management" is maintained, optimizing both the customer experience and lobby sales/referrals. Relationship Banker I's are also charged with performing accurate and timely processing of teller transactions, resolving service issues, assisting customers with accounts (including account opening), profiling customers to identify financial needs (including the referring of Investments to the Platform as opportunities are identified), and managing a small customer/retention portfolio. Adhere to the requirements of federal registration under the SAFE Act. Relationship Banker I's may be responsible for overall branch operations in the Branch Manager's absence.
Support the bank's guidelines for delivering the "M&T Way" customer experience. Maintain a professional manner to build customer confidence and trust. Take ownership of account servicing and error resolution. Follow-up with issues and convert servicing situations in sales and referral opportunities.
Achieve personal referral goals. Identify needs and present all appropriate options. Proactively bundle products and services as appropriate. Support branch in achieving its sales and customer retention goals.
Accurately and efficiently process a variety of Retail and Commercial transactions. Verify endorsements, place holds and disburse cash. Issue receipts for transactions processed and balance daily work. Adhere to all procedures stated in the Teller Difference policy and follow up with current gain/loss ticket documentation. Ensure compliance with operational, security and control policies/procedures, preventing fraud and protecting customer assets.
Positively demonstrate teamwork by proactively assisting other branch colleagues as well as actively participating and contributing during Branch Team meetings.
Experience required for this position
Ideal candidate will have Bi-lingual/Spanish skills.
- High school diploma or equivalent (GED).
- Excellent communication and interpersonal skills.
- Proven ability to demonstrate exceptional customer service.
- Minimum of two years' in retail sales, call center, customer service, or telesales position.
- Well organized individual with time management and prioritization skills.
- Basic financial services product knowledge preferred.
- Successful completion of the RB 1 preparatory curriculum (5 day Platform, Referral Basics, the Customer Experience, and Customer Driven Lobby Management).
- Required to interact with customers in an open face to face work environment.
Will include standing for long periods of time, prolonged use of your hands and fingers, light to heavy lifting (5lbs to 30 lbs) and being able to read fine print.
As one of the best performing banks in the country, M&T continues to grow, offering ongoing value to our shareholders and opportunity to our employees. Join our team and you'll understand what has kept us strong for more than 150 years: stability with a forward focus, a strong history of community support, and a dedication to being the best employer you'll ever work for.
Feb 19, 2013, 9:22:45 AM
M & T Bank - 2 years ago
M&T Bank is considered one of the country's most highly regarded regional banks. We were founded more than 150 years ago in Western New...