Assistant Branch Manager/Personal Banker at M&T Bank

Hilliard, Ohio, United States

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Not SpecifiedCompensation

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

Full TimeJob Type

UnknownVisa

BankingIndustries

Requirements

High school diploma or equivalent, plus specialized training or a two-year degree
Successful completion of PB requirements
Completion of Frontline, Platform Sales & RSS Operational training as assigned by Consumer Bank Training
Completion of Bank’s leader classes (STELLAR) as assigned by Employee Services
Completion of Leadership courses as scheduled by Consumer Bank Training
Completion of NLMS requirements as part of the S.A.F.E. Act certification, with proof of registration and unique identifier upon hire or prior to performing Mortgage Loan Originator duties (maintained annually)
Five to ten years of general business experience
One to two years of supervisory experience preferred
Demonstration of product knowledge, sales aptitude, and service expectations
Strong interpersonal skills with ability to work independently and as a team player
Flexibility around branch hours (Monday - Friday 9:00 am - 4:00 pm)

Responsibilities

Profile customers to determine financial services needs and refer to other Lines of Business when appropriate
Open loan and deposit accounts
Achieve individual goals including loan and deposit production and other sales goals as assigned by Retail Leadership Team and/or Branch Manager
Provide support to Branch Manager
Assist in supervisory responsibility for efficient and effective operation of branch customer service function
Create a working environment focused on exceptional service and sales efforts
Coach staff regarding S&T sales expectations and achieving assigned goals
Execute S&T sales conversations, note-taking in systems while profiling customers to recommend appropriate loan and deposit products
Utilize customer service/correspondence software to conduct interviews, determine financial needs, suggest solutions, and follow up with customers
Prepare loan applications using LOS software and coordinate loan document preparation
Open new deposit accounts and produce signature cards, certificates of deposit, and other deposit documents
Use sales skills, product knowledge, and policies to suggest additional bank services (loans, deposits, insurance) and make referrals
Follow up on loans and deposit accounts opened, correcting deficiencies or document exceptions
Utilize Sales & Service guide to complete outbound campaign calls on new and existing customers to generate new business per Branch Playbook
Work with customers on loan inquiries, take loan applications, and utilize decision power applications as needed
Contribute to branch goals, sales, and service standards as outlined in branch playbook and by Branch Management
Execute professional sales and service behaviors aligned with Bank’s Our Shared Future purpose, five values, and core drivers
Maintain good working relationships with bank employees in other departments
Perform other duties as assigned to support successful branch operation

Skills

Key technologies and capabilities for this role

Customer ProfilingSalesLoan ApplicationsDeposit AccountsBranch OperationsStaff CoachingLOS SoftwareCustomer Service SoftwareProduct Knowledge

Questions & Answers

Common questions about this position

What is the salary for the Assistant Branch Manager/Personal Banker position?

This information is not specified in the job description.

Is this a remote position, or where is it located?

The position is based at 4599 Cemetery Road, Hilliard, OH 43026, with work hours Monday - Friday 9:00 am - 4:00 pm, and requires flexibility around branch hours.

What skills are required for this role?

Key skills include product knowledge, sales aptitude, service expectations, competencies in bank operations, and proficiency in using LOS software, customer service software, and conducting S&T sales conversations.

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

The culture emphasizes creating a working environment focused on exceptional service and sales efforts, coaching staff on sales expectations, and executing professional sales and service behaviors aligned with the Bank's Our Shared Future purpose, five values, and core drivers.

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

Strong candidates demonstrate competencies in bank operations through required training like Frontline, Platform Sales & RSS Operational training and STELLAR leader classes, excel in sales and service, and contribute to branch goals as outlined in the branch playbook.

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