Relationship Banker

divh2Job Title/h2pIdentifies 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./ppPrimary Responsibilities:/pulliPlay 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))./liliComplete 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/liliIdentify financial needs of customers and present all appropriate product and service options by working cooperatively with appropriate internal business partners./liliProactively 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/liliOnboard new customers through customer outreach (regardless of available channel, and individual who opened account)/liliEstablish trust with existing clients through proactive outreach regularly/liliSchedule preset appointments for the following week and hold appointments each week/liliAdequately prepares for scheduled appointment before customer meeting (prepare for sales interactions with pre-call plan)/liliPerform customer servicing interactions./liliAdhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies./liliPromote an environment that supports belonging and reflects the MT Bank brand./liliMaintain MT internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable./liliComplete other related duties as assigned./liliResponsible for meeting and maintaining registration requirements under the Federal SAFE Act/li/ulpScope of Responsibilities:/ppThe 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./ppEducation and Experience Required:/ppHigh school diploma or equivalent (GED) and a minimum of 2 years proven retail sales, call center, customer service and/or telesales experience OR 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/ppEducation and Experience Preferred:/ppAssociates degree Notary public license Bilingual based on branch needs/ppPhysical Requirements:/ppAbility 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/ppLocation: Hampton, New Hampshire, United States of America/ppMT Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans./p/div