Assistant Branch Manager in Pasadena MD at M&T Bank

Pasadena, Maryland, United States

Apply Now

Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Banking, Financial ServicesIndustries

Requirements

Knowledge of the Bank's sales process, relationship management, and portfolio management
Thorough knowledge of all procedures affecting branch activities, including consumer/business banking guidelines, new account handling, exception processing, operational, security, and control policies
Compliance with audit requirements, fraud prevention, Know Your Customer (KYC), and customer information profile (CIP)
Ability to profile customers to identify financial needs across all product and service lines
Skills in accurate and timely processing of teller transactions (on a limited basis)
Insurance licensing designations (for coaching on quality referral and sales generation)
Ability to supervise branch operations in absence of Branch Manager, including training, coaching, hiring, scheduling, monitoring expenses, resolving personnel problems, and providing input on performance appraisals

Responsibilities

Assist branch management in administering and directing employee coaching, sales/business development, marketing, and operations
Develop new customer relationships and expand/retain existing ones by identifying opportunities using portfolio management and the Bank's sales process to achieve sales/referral goals
Identify customers' financial needs and present appropriate product/service options, working with internal business partners
Build new customer relationships through frequent interactions in the first 90 days
Proactively contact customers in assigned portfolio and participate in branch sales promotions
Exemplify and coach exceptional customer experience, including proactive greeting, using customer names, and specific closing phrases
Take ownership of account servicing, error resolution, and escalated issues, including override authority, follow-up, and converting to sales opportunities
Meet with branch customers to assess needs, present options, and complete sales/referrals
Support branch goals for customer retention, acquisition, growth, and Insurance revenue
Maintain professional manner to build customer confidence and trust
Project positive image of M&T Bank in the community through local organization involvement
Ensure compliance with policies/procedures, prevent fraud, and protect customer assets
Demonstrate teamwork by assisting colleagues and participating/leading in branch team meetings
Coach branch team on quality referrals and sales generation
Supervise branch operations in absence of Branch Manager; assist with new hires, training, coaching, hiring, scheduling, expense monitoring, personnel issues, and performance appraisals

Skills

Key technologies and capabilities for this role

sales processcustomer relationship managementbusiness developmentportfolio managementKYCCIPfraud preventionrisk managementaccount openingoutbound callingproduct profilingteller transactions

Questions & Answers

Common questions about this position

Is this a remote position or does it require working in the office?

This is not a remote position; it requires working in the Pasadena MD branch as an Assistant Branch Manager.

What salary or compensation does this role offer?

This information is not specified in the job description.

What key skills are required for the Assistant Branch Manager role?

Key skills include sales and business development, customer relationship management, coaching employees, risk management (such as KYC and fraud prevention), and resolving complex customer issues.

What is the company culture like at M&T Bank for this role?

The culture emphasizes exceptional customer experience through proactive greetings, using customer names, building trust, and ending interactions positively, while coaching the Bank's sales process and maintaining professionalism.

What makes a strong candidate for this Assistant Branch Manager position?

Strong candidates excel in proactively developing customer relationships, identifying financial needs, achieving sales and referral goals, resolving complex issues, and leading by example in customer service and sales coaching.

M&T Bank

Full-service banking for individuals and businesses

About M&T Bank

M&T Bank provides a variety of banking services to individuals, small businesses, and larger companies. Their offerings include mortgage assistance, personal and business checking accounts, and mobile banking options. The bank primarily operates in the Northeastern and Mid-Atlantic regions of the United States, emphasizing community engagement and a focus on customer service. M&T Bank's business model is based on traditional banking practices, such as loans, deposits, and investment products, and it generates revenue through interest income and service fees. A key aspect that sets M&T Bank apart from its competitors is its commitment to community involvement, which includes allowing employees to volunteer and supporting local organizations. The recent merger with United Bank, N.A. has further expanded their services and market presence.

Buffalo, New YorkHeadquarters

1993Year Founded

IPOCompany Stage

Financial ServicesIndustries

10,001+Employees

Risks

Competition from fintechs could erode M&T Bank's market share among tech-savvy customers.

Integration challenges from the United Bank merger may disrupt operations.

Decreased prime rate could reduce interest income, impacting profitability.

Differentiation

M&T Bank emphasizes community engagement through its charitable foundation and volunteer programs.

The bank offers a wide range of traditional and digital banking services.

Recent merger with United Bank, N.A. expands M&T's market reach and service offerings.

Upsides

M&T Bank's $1.5 billion senior notes offering strengthens its financial position.

Decreased prime rate may attract more borrowers, increasing loan volume.

Shannon Lazare's appointment as New Jersey Regional President enhances local community engagement.

Land your dream remote job 3x faster with AI

Try Jobo Free