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About the Role

Identifies customer needs through the bank’s retail sales process to provide proactive basic sales solutions via customer outreach, or refers complex needs to the appropriate team member. Specializes in branch customer experience through lobby management, servicing, and sales interactions for retail and business customers.

Responsibilities

• Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling).
• Manage Sales Process (profile/pre-call planning, outreach, appointment preparation, interaction/appointment, follow-up).
• Engage in Risk Management (audit requirements, fraud prevention, Know Your Customer (KYC) and customer information profile (CIP)).
• Complete basic research on customer profiles to assess potential value-add to clients' banking relationships and transition to needs-based discussions on financial goals.
• Identify financial needs of customers and present appropriate product and service options by working cooperatively with internal business partners.
• Proactively reach out to clients via e-mail or phone to follow up and educate on value-added products/services.
• Onboard new customers through customer outreach.
• Establish trust with existing clients through proactive outreach.
• Schedule and hold preset appointments each week.
• Prepare adequately for scheduled appointments before customer meetings.
• Perform customer servicing interactions.
• Adhere to applicable compliance/operational risk controls.
• Promote an environment that supports belonging and reflects the M&T Bank brand.
• Maintain M&T internal control standards, including timely implementation of internal and external audit points and issues raised by external regulators.
• Complete other related duties as assigned.
• Meet and maintain registration requirements under the Federal SAFE Act.

Requirements

• 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.
• Ability to stand for long periods of time.
• Prolonged use of hands and fingers.
• Ability to lift light to heavy objects weighing 5 lbs. to 30 lbs.
• 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.

Skills

• 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.
• Bilingual based on branch needs.

Location

• Berlin, Connecticut, United States of America

Work Type

• Full-time

Experience Level

• 2 years retail sales, call center, customer service and/or telesales experience OR 1 year proactive sales experience

Education Level

• High school diploma or equivalent (GED)
• Associates degree (Preferred)
• Notary public license (Preferred)

Salary/Compensations

• $22.61 - $37.67 Hourly (USD)

Benefits

• Competitive benefits ranging from medical and retirement to forty hours of paid volunteer time, each year.

About the Company

• M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York.
• M&T’s affiliates offer advice, guidance, expertise and solutions across the entire financial spectrum, combining M&T Bank’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust.
• M&T Bank has a network of over 1,000 branches and 2,200 ATMs that span 12 states from Maine to Virginia and Washington, D.C.
• For more than 165 years, M&T has strived to take an active role in our communities and build long-lasting relationships with our customers.
• We are a bank for communities—combining the capabilities of a large bank with the care of a locally focused institution.
• Our core values – integrity, ownership, collaboration, curiosity, and candor – drive the work we do.
• We seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members.

Equal Opportunity

• M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws.
• M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.