Relationship Banker (Norfolk)

M&T Bank in Norfolk, VA

  • Industry: Financial Services - Banking/Investment/Finance - Banker/Loan Officer
  • Type: Full Time
  • Compensation: $81,770.00 - 144,630.00 / Year*

Overview:

Identifies customers' needs through the banks 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 diversity 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

    OR

    Ahigh 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

    Location

    McLean, Virginia, United States of America
    Associated topics: customer, mortgage loan officer, mortgage loan originator, mortgage originator, mortgage servicing officer, officer, personal banker, personal banker iii, relationship, sell

    * Estimated salary


    You may be interested in these similar jobs near Norfolk, VA!

    Relationship Banker (Suffolk)
    M&T Bank

    Overview: Identifies customers' needs through the banks retail sales process to provide proactive basic sales solutions through customer outr…

    Read More
    Relationship Manager I - Business Banking (Chesapeake)
    PNC Bank

    Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in d…

    Read More
    Contact Center Representative- Part Time
    Langley Federal Credit Union

    A Contact Center Representative provides members of Langley with impeccable service by telephone in a fast-paced call center environment. Utilizes co…

    Read More
    Community Banking Branch Banker IV (Universal Banker) - Churchland Office
    BB&T Suntrust Now Truist

    Req ID: R0024019Specific information related to the position is outlined below. To apply, click on the button above. You will be required to create a…

    Read More
    Loan Officer
    Freeport State Bank

    Job Description Full Time Loan Officer Position At Freeport State Bank, our customers receive extraordinary service from professional, local, dependa…

    Read More
    Mortgage Loan Servicing Rep
    Langley Federal Credit Union

    The Mortgage Loan Servicing Representative is responsible for the servicing of Langley s mortgage loan portfolio to include GNMA, FNMA, VA, conventio…

    Read More
    Military Personal Banker I-PT Norfolk
    DICKINSON FINANCIAL CORPORATION

    Summary: Personal Bankers are front-line associates who deliver solutions that help our customers achieve financial freedom and peace of mind. Pers…

    Read More
    Entry Level Mortgage Banker - Junior Underwriter
    Management Recruiters International

    A career opportunity with a Fortune 500 company and Top 5 US Homebuilder. In this role, your customer service acumen and financial background will…

    Read More
    Mortgage Banker Success Manager
    Atlantic Bay Mortgage Group

    Atlantic Bay Mortgage Group is seeking a Mortgage Banker Success Manager to join our team! Atlantic Bay Mortgage Group is seeking to hire a Mortg…

    Read More
    Residential Mortgage Underwriter
    Fulton Financial Corporation

    Overview Review and underwrite residential mortgage applications originated by Fulton Financial Corporation affiliate banks, as well as third p…

    Read More