Relationship Banker
M&T Bank —Saugus, MA
- $23.84 - $39.74 an hour
- Full-time
- Bilingual
- Computer literacy
- Research
Relationship Banker â€“ Middlesex, MA
Bank of America —Burlington, MA
- $25.00 - $26.77 an hour
- Extended hours
- Office
- Finance
- High school diploma or GED
10d
Relationship Banker
Winchester Savings Bank —Wakefield, MA
- $21 - $31 an hour
- Part-time
- Mid-level
- Office
- Residential
Quick Apply
4d
Relationship Banker - Saugus, MA Area
Bank of America —Woburn, MA
- $25.00 - $26.77 an hour
- Extended hours
- Office
- Finance
- High school diploma or GED
Citizens Banker
Citizens Financial Group —Reading, MA
- $25.00 - $31.25 an hour
- Weekends as needed
- Background check
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Relationship Banker â€“ Cambridge, MA
Bank of America —Cambridge, MA
- $25.00 - $26.77 an hour
- Extended hours
- Office
- Finance
- High school diploma or GED
Universal Banker
Leader Bank —Andover, MA
- $49,140.54 - $73,710.30 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Wellness program
- Paid holidays
Quick Apply
Senior Banker III
Middlesex Savings Bank —Wayland, MA
- $45,122 - $74,451 a year
- Extended hours
- Sales
- Computer literacy
- Basic math
Senior Banker II
Middlesex Savings Bank —Maynard, MA
- $41,097 - $62,682 a year
- Extended hours
- Basic math
- Mid-level
- Office
Personal Banker I
MutualOne Bank —Framingham, MA
- $43,774 - $65,376 a year
- Full-time
- Bilingual
- Bachelor of Science
- Office
4d
Relationship Banker
Newburyport Five Cents Savings Bank —Newburyport, MA
- $21.00 - $24.68 an hour
- Weekends as needed
- Basic math
- High school diploma or GED
- Business development
Quick Apply
Relationship Banker
Pentucket Bank —Haverhill, MA
- $21.00 - $24.68 an hour
- Weekends as needed
- Basic math
- High school diploma or GED
- Business development
Quick Apply
Wealth Management Trainee (MA)
Bankers Life —Waltham, MA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Relationship Banker
Newburyport Five Cents Savings Bank —Salisbury, MA
- $21.00 - $24.68 an hour
- Part-time
- Basic math
- High school diploma or GED
- Business development
Quick Apply
Private Client Banker - Post Office Square, MA
JPMorganChase —Boston, MA
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Private Client Banker - Beacon Hill, MA
JPMorganChase —Boston, MA
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
14d
Personal Banker II
Needham Bank —Salem, NH
- $22.57 - $29.35 an hour
- Full-time
- Computer literacy
- Basic math
- English
- Paid holidays
- Disability insurance
Quick Apply
4d
Citizens Teller
Citizens Financial Group —Gloucester, MA
- $21.00 - $27.13 an hour
- Weekends as needed
- Background check
- High school diploma or GED
- Criminal background check
- Health insurance
- Dental insurance
Premier Banker- Melrose
TD Bank —Melrose, MA
- $25.75 - $41.50 an hour
- Full-time
- Basic math
- Mid-level
- Office
- Health insurance
- Paid time off
Personal Banker
TruNorth Bank —Peabody, MA
- $21 - $24 an hour
- Computer literacy
- Office
- High school diploma or GED

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relationship banker jobs near wakefield ma

Relationship Banker

M&T Bank -
Saugus, MA

Apply Now

Job Details

Full-time
$23.84 - $39.74 an hour

Qualifications

Financial sales
Phone communication
Copy machines
Research
High school diploma or GED
Fax machines
Financial product expertise
Computer skills
Telephone systems
Faxing
Client interaction via phone calls

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)
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.
Responsible for meeting and maintaining registration requirements under the Federal SAFE Act

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

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 $23.84 - $39.74 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Saugus, Massachusetts, United States of America

Apply Now

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