Relationship Banker
M&T Bank —Hartford, CT
- $22.61 - $37.67 an hour
- Full-time
- Computer literacy
- Writing skills
- Research
Relationship Banker - Newington, CT
M&T Bank —Newington, CT
- $22.61 - $37.67 an hour
- Full-time
- Bilingual
- Computer literacy
- Research
14d
Banking Center Relationship Banker 2
Webster Bank —Rocky Hill, CT
- $21.50 - $26.00 an hour
- Extended hours
- Management
- Bachelor of Science
- Mid-level
Citizens Teller
Citizens Financial Group —Rocky Hill, CT
- $21.00 - $23.84 an hour
- Weekends as needed
- Background check
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Relationship Banker - Berlin, CT
M&T Bank —Berlin, CT
- $22.61 - $37.67 an hour
- Full-time
- Bilingual
- Computer literacy
- Research
Relationship Banker - Farmington, CT (Main Street)
M&T Bank —Farmington, CT
- $22.61 - $37.67 an hour
- Full-time
- Bilingual
- Computer literacy
- Research
14d
Relationship Banker - South Windsor, CT
M&T Bank —South Windsor, CT
- $22.61 - $37.67 an hour
- Full-time
- Bilingual
- Computer literacy
- Research
Relationship Banker - Greater Hartford Area
Bank of America —West Hartford, CT
- $25.00 - $26.77 an hour
- Extended hours
- Office
- Finance
- High school diploma or GED
3d
Universal Banker - Glastonbury Branch
Dime Bank —Glastonbury, CT
- Part-time
- Mid-level
- Office
- Residential
Quick Apply
Relationship Banker- West Hartford, CT (Bishops Corner Branch)
M&T Bank —West Hartford, CT
- $22.61 - $37.67 an hour
- Full-time
- Bilingual
- Computer literacy
- Research
Banking Center Relationship Banker 1
Webster Bank —Hartford, CT
- $18.50 - $23.00 an hour
- Extended hours
- Bachelor of Science
- Office
- High school diploma or GED
Wealth Management Trainee (CT)
Bankers Life —Hartford, CT
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Relationship Banker I
Ives Bank —Waterbury, CT
- Full-time
- Office
- High school diploma or GED
- Math
Quick Apply
Universal Banker - Manchester, CT
M&T Bank —Manchester, CT
- $20.55 - $34.25 an hour
- Full-time
- Bilingual
- Computer literacy
- Office
3d
Relationship Banker - Greater Wallingford Area
Bank of America —Wallingford, CT
- $25.00 - $26.77 an hour
- Extended hours
- Office
- Finance
- High school diploma or GED
3d
Banker
Ion Bank —Meriden, CT
- $19.68 - $26.57 an hour
- Full-time
- Office
- High school diploma or GED
- Entry level
- Health savings account
- Paid holidays
Quick Apply
7d
Banking Center Senior Relationship Banker
Webster Bank —Wallingford, CT
- $24 - $30 an hour
- Extended hours
- Office
- High school diploma or GED
- Travel
Personal Banking Rep
Beacon Bank —West Hartford, CT
- $20.00 - $28.90 an hour
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
5d
Region Senior Relationship Banker
Webster Bank —Bristol, CT
- $24 - $30 an hour
- Bachelor of Science
- Office
- High school diploma or GED
6d
Private Client Banker - Glastonbury, CT
JPMorganChase —Glastonbury, CT
- $22.50 - $30.29 an hour
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement

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Relationship Banker

M&T Bank -
Hartford, CT

Apply Now

Job Details

Full-time
$22.61 - $37.67 an hour

Qualifications

Financial sales
Phone communication
Writing skills
Copy machines
Research
High school diploma or GED
Fax machines
Financial product expertise
Telephone systems
Faxing

Full 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:

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)).
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
Identify financial needs of customers and present all appropriate product and service options by working cooperatively with appropriate internal business partners.
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
Onboard new customers through customer outreach (regardless of available channel, and individual who opened account)
Establish trust with existing clients through proactive outreach regularly
Schedule preset appointments for the following week and hold appointments each week
Adequately prepares for scheduled appointment before customer meeting (prepare for sales interactions with pre-call plan)
Responsible for meeting and maintaining registration requirements under the Federal SAFE Act
Perform customer servicing interactions.
Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
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 together with any issues raised by external regulators as applicable.
Complete other related duties as assigned.

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

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 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

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $22.61 - $37.67 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Hartford, Connecticut, United States of America

Apply Now

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