Relationship Banker- Clear Spring Branch/ Clear Spring MD

divh2Overview/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./ph2Primary Responsibilities/h2pPlay 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))./ppComplete 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/ppIdentify financial needs of customers and present all appropriate product and service options by working cooperatively with appropriate internal business partners./ppProactively 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/ppOnboard new customers through customer outreach (regardless of available channel, and individual who opened account)/ppEstablish trust with existing clients through proactive outreach regularly/ppSchedule preset appointments for the following week and hold appointments each week/ppAdequately prepares for scheduled appointment before customer meeting (prepare for sales interactions with pre-call plan)/ppPerform customer servicing interactions./ppAdhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies./ppPromote an environment that supports belonging and reflects the MT Bank brand./ppMaintain MT internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable./ppComplete other related duties as assigned./ppResponsible for meeting and maintaining registration requirements under the Federal SAFE Act/ph2Scope of Responsibilities/h2pThe position is the focal point in the branch for sales, service and/or referral opportunities in support of overall branch goals and activity requirements./ppThe position is key driver of customer flow in the branch to support these activities./ppThe position services existing customers and grows the business through identifying sales opportunities with customers./ppThe 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./ph2Education and Experience Required/h2pHigh school diploma or equivalent (GED) and a minimum of 2 years proven retail sales, call center, customer service and/or telesales experience/ppOR/ppA high school diploma or equivalent (GED) and a minimum of 1 year proven proactive sales experience./ppStrong verbal communication and interpersonal skills/ppProven ability to demonstrate exceptional customer service/ppWell-organized individual with time management and prioritization skills/ppDemonstrated financial services product knowledge/ppAbility to communicate with tact and diplomacy with internal and external customers/ppProficient with internet user-level technology/ph2Education and Experience Preferred/h2pAssociates degree/ppNotary public license/ppBilingual based on branch needs/ph2Physical Requirements/h2pAbility to stand for long periods of time/ppProlonged use of hands and fingers/ppAbility to lift light to heavy objects weighing 5 lbs. to 30lbs/ppAbility to read fine print/ppAbility to interact with customers in an open face-to-face work environment/ppAbility to use fax, telephone system, copier and other communication tools/ppMT Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $20.55 - $34.25 Hourly (USD). The successful candidates particular combination of knowledge, skills, and experience will inform their specific compensation./ph1Location/h1pClear Spring, Maryland, United States of America/p/div