Posted:
8/18/2024, 5:00:00 PM
Location(s):
Maryland, United States ⋅ Baltimore, Maryland, United States
Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior
Field(s):
Sales & Account Management
Workplace Type:
On-site
Assists branch management in administering and directing employee coaching, sales/business development, marketing, and operations of the branch. Serves as a foundation of building customer loyalty and growing and retaining customer relationships in the M&T branch system through modeling and coaching the Bank's sales process.
Plays 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)). Profiles customers to identify financial needs across all product and service lines, resolves service issues, and on a very limited basis, completes accurate and timely processing of teller transactions.
This position must have a sound working knowledge of the Branch Manager's responsibilities to act as back-up during the manager's absence. In addition to assisting the Branch Manager in management of the branch and its' staff and servicing existing customers, the primary focus of this position is to serve as key driver to grow the business through proactive identification of sales opportunities with customers to support achievement of annual branch sales goals. Once licensed, the position must maintain Insurance licensing minimum expectations as outlined in MTS Licensed Banker Academy document.
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. The position builds productive partnerships with appropriate areas of the Bank to ensure customer needs, service issues and employee issues are resolved timely and accurately.
May have direct or indirect supervisory responsibility for branch staff.
Associate’s degree and a minimum of 4 years' proven retail sales, call center, customer service and/or telesales experience or in lieu of a degree a combined minimum of 6 years higher education and/or work experience, including a minimum of 4 years' proven retail sales, call center, customer service and/or telesales experience.
Minimum of 1 year's supervisory and/or leadership experience.
Pertinent state Life/Accident and Health Insurance licensing required within 18 months of entry into position. Note: branch provides training for licensing within 6 months.
Excellent verbal communication and interpersonal skills. Proven ability to demonstrate exceptional customer service.
Strong organizational, time management, and prioritization skills. Demonstrated sales/business development experience and success.
Proficiency with personal computers as well as pertinent word processing, and spreadsheet software as well as email.
Ability to communicate and function professionally with all levels of personnel and business partners across the organization.
Bachelor's degree. Notary public license.
Licensed Life/Health Insurance Agent. Bi-Lingual based on branch needs.
Experience with Internet.
Fundamental understanding of branch profitability.
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.
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $27.24 - $45.40 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.Website: https://mtb.com/
Headquarter Location: Buffalo, New York, United States
Employee Count: 10001+
Year Founded: 1856
Industries: Banking ⋅ Consulting ⋅ Credit ⋅ Financial Services ⋅ Insurance