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About the Role

Identifies customer needs through the bank’s retail sales process to provide proactive sales solutions via customer outreach for basic and complex needs. Specializes in branch customer experience through all retail and business sales interactions.

Responsibilities

• Develop new customer relationships and expand/retain existing ones by proactively identifying opportunities and leveraging the bank's sales process to achieve sales and referral goals.
• Play a key role in Relationship Management, Sales Process, and Risk Management.
• Reach out to clients to follow up on previous interactions and progress development plans.
• Develop understanding and knowledge of Business Banking products and services.
• Evaluate financing requests, recommend loan structures, and submit complete loan application packages.
• Research and provide industry knowledge.
• Fluently explain processes, services, and products.
• Attend community networking events.
• Develop relationships with Centers of Influence for referral opportunities.
• Act as a liaison with business partners for retail product solutions and build relationships with non-branch business partners.
• Perform basic sales duties.
• May solicit new business banking relationships through outbound prospecting and develop new relationships through a consultative sales approach.
• Adhere to applicable compliance and operational risk controls.
• Promote an environment that supports belonging and reflects the M&T Bank brand.
• Maintain M&T internal control standards.
• 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 3 years proven retail sales, call center, customer service and/or telesales experience OR a high school diploma or equivalent (GED) and minimum of 2 years 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 stand for long periods of time.
• Prolonged use of hands and fingers.
• Ability to lift light to heavy objects weighing 5lbs 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.

Skills

• Sales
• Customer Relationship Management
• Risk Management
• Financial Services Products
• Communication
• Interpersonal Skills
• Time Management
• Prioritization
• Internet Technology

Location

• New Hartford, New York, United States of America

Work Type

• Onsite

Experience Level

• Minimum of 3 years proven retail sales, call center, customer service and/or telesales experience
• Minimum of 2 years proven proactive sales experience
• Minimum of 3 years financial services sales experience

Education Level

• High school diploma or equivalent (GED)
• Associates degree

Salary/Compensations

• $22.61 - $37.67 Hourly (USD)

About the Company

• M&T Bank is committed to fair, competitive, and market-informed pay for our employees.