Banker

• Identify customers' needs through the bank’s retail sales process and provide proactive basic sales solutions or refer complex needs to the appropriate team member/partner
• Manage the branch customer experience through lobby management, servicing, and sales interactions for retail and business customers
• Perform customer assessments, sales opportunity profiling, account opening, lead-focused outbound calling, and customer outreach
• Conduct profile/pre-call planning, outreach, appointment preparation, customer interactions, and follow-up
• Complete customer profile research to identify ways to add value to banking relationships and transition to needs-based discussions on financial goals
• Identify customer financial needs and present appropriate product and service options with internal business partners
• Contact clients by email or phone to follow up and educate them on value-added products and services
• Onboard new customers through customer outreach
• Establish trust with existing clients through regular proactive outreach
• Schedule and hold weekly appointments and prepare pre-call plans for scheduled meetings
• Perform customer servicing interactions
• Adhere to compliance, operational risk, audit, fraud prevention, KYC, and CIP requirements
• Promote an environment that supports belonging and reflects the M&T Bank brand
• Maintain internal control standards and address audit and regulatory issues
• Stay current on operational, product, and system changes while supporting branch goals and reducing preventable losses and fraudulent activity
• Complete other related duties as assigned

Banker jobs in New Hampshire

Relationship Banker