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Relationship Banker III - Full-time / Part-time
•30 days ago
| Hours | Full-time, Part-time |
|---|---|
| Location | ithaca, New York |
About this job
Retail Banking Division
Relationship Banker III Position
40 Hours Per Week
Ithaca Main Branch
Ithaca, NY
BASIC FUNCTION
Serve as a proactive team member in the M&T Branch system. Relationship Banker III's are critical to building customer loyalty through the "M&T Way." Relationship Banker III's are "M&T Way" certified.
The "M&T Way" is defined as:
Create a memorable customer experience that will make customers want to come back and do business with YOU!
Do not leave things to chance.
Be the BEST!
Relationship Banker III duties also include: fluently profiling customers to identify financial needs (across all product and service lines), managing an A/B customer portfolio, resolving service issues, adhering to the requirements of federal registration under the SAFE Act, and performing accurate and timely processing of teller transactions as needed.
The Relationship Banker III is also a Licensed Financial Representative (FINRA and Insurance licensed).
The Relationship Banker III position is a position that can lead to a career in branch sales and branch management.
Relationship Banker III's will receive ongoing training, coaching, and development that can help them achieve their career goals in the retail branch.
ESSENTIAL POSITION RESPONSIBILITIES
RELATIONSHIP BANKING
Achieve personal sales goals by proactively identifying opportunities utilizing the fundamentals of the "M&T Way" sales process. Identify financial needs and present all appropriate options, working cooperatively with appropriate business partners.
Proactively bundle products and services as appropriate.
Build new customer relationships by proactively "on-boarding" through frequent interactions during the first 90 days of the relationship.
Support branch in achieving its customer retention, acquisition and growth goals. Support will include achieving personal sales goals (including Investment/Insurance), proactively reaching out to customers in assigned A/B customer portfolio, as well as participating in branch sales promotions.
CUSTOMER EXPERIENCE
Serve as the "Branch Concierge" (based on branch facility design), as needed.
Support the bank's guidelines for delivering and coaching the "M&T Way" customer experience which includes: memorable customer service, proactively greeting customers by saying "Welcome to M&T Bank! -- What brings you in today?," smiling, using their name and ending each interaction (both in person or phone) by saying "Thank you for banking with M&T, is there anything else I can do for you today (customer name)?" Maintain a professional manner to build customer confidence and trust.
Take ownership of account servicing and error resolution, including resolving routine customer problems and referring more complex issues to the next level supervisor. Follow-up with issues as required, and convert servicing situations in sales/referral opportunities.
OPERATIONAL EXCELLENCE
Follow consumer and business banking guidelines for accuracy and proper new account handling and exception processing.
Accurately and efficiently process a variety of Retail and Commercial transactions, including deposits, withdrawals, loan payments and check cashing.
Verify endorsements, place holds and disburse cash. Issue receipts for transactions processed and balance daily work. Adhere to all procedures stated in the Teller Difference policy and follow up with current gain/loss ticket documentation.
Ensure compliance with operational, security and control policies/procedures, preventing fraud and protecting customer assets.
EMPLOYEE ENGAGEMENT
Positively demonstrate teamwork by proactively assisting other branch colleagues when needed as well as actively participating and contributing during Branch Team meetings.
Coach branch team on quality referral generation (based on Investment licensing designation)
In order to assist the branch team, additional duties may be assigned as needed.
NATURE AND SCOPE
Relationship Banker IIIs will typically spend some of their time servicing existing customers, and the rest of the time growing the business through proactive sales activities. Assisting the teller team with customer transactions may be required. The percentage of time spent in each work area will be based on branch size, complexity, and need.
Relationship Banker IIIs have the responsibility to establish and maintain federal registration requirements outlined in the SAFE Act
Relationship Banker IIIs are key drivers to assist the branch team achieve annual sales goals.
Relationship Banker IIIs are responsible for interacting with appropriate areas of the bank to ensure customer needs and service issues are resolved timely and accurately. Relationship Banker III's are responsible for taking "full ownership" of customer issues until they are completely resolved.
Relationship Banker IIIs 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. In addition, Insurance/Investment licensing minimum expectations must be maintained as outlined in MTS Licensed Banker Academy document.
MINIMUM QUALIFICATIONS
Associate's degree or equivalent in work experience.
Excellent communication and interpersonal skills.
Proven ability to demonstrate exceptional customer service.
Minimum of three years in retail sales, call center, customer service or telesales position.
Well organized individual with time management and prioritization skills.
Demonstrated product knowledge of financial services.
Pertinent state Life/Accident and Health Insurance licensing required within 18 months of entry into position. FINRA Series 6 and 63 licenses required within 18 months of entry into position.
PC experience to include working knowledge of office software for word processing, spreadsheets, and Email. Experience with Internet preferred.
Ability to use fax, telephone system, copier and other communication tools.
Ability to communicate with tact and diplomacy with both internal and external customers.
You will be required to interact with customers in an open face to face work environment.
On an as needed basis, may be responsible for overall branch operation in the Branch Manager's absence.
PHYSICAL REQUIREMENTS
Physical Requirements -- Will include standing for long periods of time, prolonged use of your hands and fingers, light to heavy lifting (5lbs to 30 lbs) and being able to read fine print.
IDEAL QUALIFICATIONS
Bi-lingual/Spanish preferred.
M&T Way certified.
Minimum of three years in financial services sales.
About M&T
At M&T, we strive to be the best place our employees ever work, the best bank our customers ever do business with and the best investment our shareholders ever make. So when looking to advance your career, look to M&T. As a top 20 US bank holding company and one of the best performing regional banks in the country, we offer a wide range of performance based career development opportunities for talented professionals. And through our longstanding tradition of careful, conservative and consistent management and a strong commitment to the communities we serve, we continue to grow with a focus on the future.
Relationship Banker III Position
40 Hours Per Week
Ithaca Main Branch
Ithaca, NY
BASIC FUNCTION
Serve as a proactive team member in the M&T Branch system. Relationship Banker III's are critical to building customer loyalty through the "M&T Way." Relationship Banker III's are "M&T Way" certified.
The "M&T Way" is defined as:
Create a memorable customer experience that will make customers want to come back and do business with YOU!
Do not leave things to chance.
Be the BEST!
Relationship Banker III duties also include: fluently profiling customers to identify financial needs (across all product and service lines), managing an A/B customer portfolio, resolving service issues, adhering to the requirements of federal registration under the SAFE Act, and performing accurate and timely processing of teller transactions as needed.
The Relationship Banker III is also a Licensed Financial Representative (FINRA and Insurance licensed).
The Relationship Banker III position is a position that can lead to a career in branch sales and branch management.
Relationship Banker III's will receive ongoing training, coaching, and development that can help them achieve their career goals in the retail branch.
ESSENTIAL POSITION RESPONSIBILITIES
RELATIONSHIP BANKING
Achieve personal sales goals by proactively identifying opportunities utilizing the fundamentals of the "M&T Way" sales process. Identify financial needs and present all appropriate options, working cooperatively with appropriate business partners.
Proactively bundle products and services as appropriate.
Build new customer relationships by proactively "on-boarding" through frequent interactions during the first 90 days of the relationship.
Support branch in achieving its customer retention, acquisition and growth goals. Support will include achieving personal sales goals (including Investment/Insurance), proactively reaching out to customers in assigned A/B customer portfolio, as well as participating in branch sales promotions.
CUSTOMER EXPERIENCE
Serve as the "Branch Concierge" (based on branch facility design), as needed.
Support the bank's guidelines for delivering and coaching the "M&T Way" customer experience which includes: memorable customer service, proactively greeting customers by saying "Welcome to M&T Bank! -- What brings you in today?," smiling, using their name and ending each interaction (both in person or phone) by saying "Thank you for banking with M&T, is there anything else I can do for you today (customer name)?" Maintain a professional manner to build customer confidence and trust.
Take ownership of account servicing and error resolution, including resolving routine customer problems and referring more complex issues to the next level supervisor. Follow-up with issues as required, and convert servicing situations in sales/referral opportunities.
OPERATIONAL EXCELLENCE
Follow consumer and business banking guidelines for accuracy and proper new account handling and exception processing.
Accurately and efficiently process a variety of Retail and Commercial transactions, including deposits, withdrawals, loan payments and check cashing.
Verify endorsements, place holds and disburse cash. Issue receipts for transactions processed and balance daily work. Adhere to all procedures stated in the Teller Difference policy and follow up with current gain/loss ticket documentation.
Ensure compliance with operational, security and control policies/procedures, preventing fraud and protecting customer assets.
EMPLOYEE ENGAGEMENT
Positively demonstrate teamwork by proactively assisting other branch colleagues when needed as well as actively participating and contributing during Branch Team meetings.
Coach branch team on quality referral generation (based on Investment licensing designation)
In order to assist the branch team, additional duties may be assigned as needed.
NATURE AND SCOPE
Relationship Banker IIIs will typically spend some of their time servicing existing customers, and the rest of the time growing the business through proactive sales activities. Assisting the teller team with customer transactions may be required. The percentage of time spent in each work area will be based on branch size, complexity, and need.
Relationship Banker IIIs have the responsibility to establish and maintain federal registration requirements outlined in the SAFE Act
Relationship Banker IIIs are key drivers to assist the branch team achieve annual sales goals.
Relationship Banker IIIs are responsible for interacting with appropriate areas of the bank to ensure customer needs and service issues are resolved timely and accurately. Relationship Banker III's are responsible for taking "full ownership" of customer issues until they are completely resolved.
Relationship Banker IIIs 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. In addition, Insurance/Investment licensing minimum expectations must be maintained as outlined in MTS Licensed Banker Academy document.
MINIMUM QUALIFICATIONS
Associate's degree or equivalent in work experience.
Excellent communication and interpersonal skills.
Proven ability to demonstrate exceptional customer service.
Minimum of three years in retail sales, call center, customer service or telesales position.
Well organized individual with time management and prioritization skills.
Demonstrated product knowledge of financial services.
Pertinent state Life/Accident and Health Insurance licensing required within 18 months of entry into position. FINRA Series 6 and 63 licenses required within 18 months of entry into position.
PC experience to include working knowledge of office software for word processing, spreadsheets, and Email. Experience with Internet preferred.
Ability to use fax, telephone system, copier and other communication tools.
Ability to communicate with tact and diplomacy with both internal and external customers.
You will be required to interact with customers in an open face to face work environment.
On an as needed basis, may be responsible for overall branch operation in the Branch Manager's absence.
PHYSICAL REQUIREMENTS
Physical Requirements -- Will include standing for long periods of time, prolonged use of your hands and fingers, light to heavy lifting (5lbs to 30 lbs) and being able to read fine print.
IDEAL QUALIFICATIONS
Bi-lingual/Spanish preferred.
M&T Way certified.
Minimum of three years in financial services sales.
About M&T
At M&T, we strive to be the best place our employees ever work, the best bank our customers ever do business with and the best investment our shareholders ever make. So when looking to advance your career, look to M&T. As a top 20 US bank holding company and one of the best performing regional banks in the country, we offer a wide range of performance based career development opportunities for talented professionals. And through our longstanding tradition of careful, conservative and consistent management and a strong commitment to the communities we serve, we continue to grow with a focus on the future.