UNKNOWN

FEED

Primary Responsibilities: • Play 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)). Overview: Identifies customers needs through the bank's 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.

Thank you for your interest in joining our team. You have applied to a Relationship Banker pipeline requisition, which is not tied to a specific open position but allows us to consider your background for future opportunities as they become available.As this is part of our ongoing talent sourcing efforts, response times may be longer than usual. We appreciate your patience and will reach out when a role aligned with your experience becomes available.Demonstrated experience in branch banking and relationship-based retail banking is required, with a strong preference for candidates who exhibit solid leadership qualities.Overview:Identifies customers needs through the bank's 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.Primary Responsibilities:• Play 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)).• Complete 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• Identify financial needs of customers and present all appropriate product and service options by working cooperatively with appropriate internal business partners.• Proactively 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• Onboard new customers through customer outreach (regardless of available channel, and individual who opened account)• Establish trust with existing clients through proactive outreach regularly• Schedule preset appointments for the following week and hold appointments each week• Adequately prepares for scheduled appointment before customer meeting (prepare for sales interactions with pre-call plan)• Perform customer servicing interactions.• Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.• Promote an environment that supports belonging and reflects the M&T Bank brand.• Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.• Complete other related duties as assigned.• Responsible for meeting and maintaining registration requirements under the Federal SAFE ActScope of Responsibilities:The 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.Education and Experience Required:High school diploma or equivalent (GED) and a minimum of 2 years proven retail sales, call center, customer service and/or telesales experienceORA high school diploma or equivalent (GED) and a minimum of 1 year proven proactive sales experience.Strong verbal communication and interpersonal skillsProven ability to demonstrate exceptional customer serviceWell-organized individual with time management and prioritization skillsDemonstrated financial services product knowledgeAbility to communicate with tact and diplomacy with internal and external customersProficient with internet user-level technologyEducation and Experience Preferred:Associates degreeNotary public licenseBilingual based on branch needsPhysical Requirements:Ability to stand for long periods of timeProlonged use of hands and fingersAbility to lift light to heave objects weighing 5 lbs. to 30lbsAbility to read fine printAbility to interact with customers in an open face-to-face work environmentAbility to use fax, telephone system, copier and other communication toolsLocation

M&T Bank Corp

Pipeline Relationship Banker- Frederick MD

Auditing

Bank Management

Banking Services

Business Growth

Calendar Management

Candidate Sourcing

Communication Skills

Copying Machines

Customer Experience

Customer Relations

Customer Relationship Management (CRM)

Customer Support/Service

Customer/Client Research

Establish Priorities

External Audit

Financial Services

High School Diploma

Internal Audit

Interpersonal Skills

Know Your Customer (KYC)

Leadership

Needs Assessment

Organizational Skills

Presentation/Verbal Skills

Regulations

Resolve Customer Issues

Retail

Retail Banking

Retail Sales

Risk Management

Sales

Sales Analysis

Sales Prospecting

Solution Sales

Telephone Skills

Telesales

Time Management

YEAR

The Peterson Agency with Symmetry Financial Group, an agency dedicated to the growth and success of our new agents, can help you build a business with the opportunity for true ownership, freedom lifestyle, and financial legacy in a recession-resistant industry. Ranked #9 on Forbes.com's"25 Companies Hiring The Most High-Paying Jobs In 2024,"and listed on INC's "Top 5000 Fastest Growing Companies"for six years in a row, Symmetry has a proven system is are hiring motivated individuals across the country!

Ranked #9 on Forbes.com's"25 Companies Hiring The Most High-Paying Jobs In 2024,"and listed on INC's "Top 5000 Fastest Growing Companies"for six years in a row, Symmetry has a proven system is are hiring motivated individuals across the country!<ul><li>⏳ Flexible Schedule / PT or FT</li><li> Work from ANYWHERE! / Fully Remote</li><li> Work FOR Yourself, but not BY Yourself</li><li> Compensation (Uncapped):<ul><li> Part Time: $50,000+</li><li> Full Time: $125,000+ </li><li> Agency Builder: $150,000+</li></ul></li></ul>  The Peterson Agency with Symmetry Financial Group, an agency dedicated to the growth and success of our new agents, can help you build a business with the opportunity for true ownership, freedom lifestyle, and financial legacy in a recession-resistant industry. (2 minute Intro Video - <a href="https://sfglife.wistia.com/medias/jtdq52cwj8" rel="nofollow">https://sfglife.wistia.com/medias/jtdq52cwj8</a>)<ul><li>This is a 1099/commission based position.</li><li>Licensed or unlicensed job seekers can apply.<ul><li>If unlicensed, discounts and guidance will be provided to assist you in your life and health licensing process.</li><li>*Must be a US Citizen to apply</li></ul></li><li>You can sell life insurance, build and own an agency (optional), or both!</li></ul>欄 SELLING: Our main focus is to help families get protected financially with life insurance! We also offer health and wealth products.We have a value-based, warm lead system! In other words, we sell ONLY to people who have already reached out and asked for someone to help them with life insurance. NO COLD CALLING NECESSARY. You can also help your family and friends set up their life insurance (*You are not required to buy Symmetry leads*). We are a "non-captive" agency. We are contracted with and sell products from 30+ top-rated insurance carriers like Mutual of Omaha, Americo, Gerber Life, and many more! This allows us to find the best prices and coverages for our clients.We primarily write simplified-issued / instant-decision products (no para-med exam required). The average application takes only 15 minutes and commission payments can be as quick as 24 hours!   BUILDING (Optional): You have the opportunity to build and own your own agency if you choose to, it is not required. There is also no cost! Build PASSIVE INCOME by helping others plug into our systems and become successful life insurance agents! WIN-WIN! You'll have TRUE OWNERSHIP of your agency (you can even pass it down to others!). ✅ Day in the life of an average agent includes:  1. Purchasing exclusive, warm leads from Symmetry's value-based lead program (OR source clients through warm market / other preferred lead sources). 2. Contacting those leads to gather information + set a time to meet again. 3. Finding products from our 30+ carriers that best fit the clients' needs. 4. Helping those clients apply for their desired life insurance policies during your second meeting. 5. (optional) Find and help other like-minded individuals become successful life insurance agents! Training and guidance is provided at every step!  (The BEST training in the industry) *** APPLY NOW ***Powered by JazzHR

SFG - Peterson Agency

Life Insurance Sales Agent

Data Collection

Insurance

Insurance Sales

Licensing

Life Insurance

Purchasing/Procurement

United States Citizen

partner JazzHR

OTHER

If you're tired of long commutes or missing moments with family, this work-from-home opportunity offers a real path to a meaningful career — with free, proven training and full support. Mink Life & Legacy is seeking motivated, coachable individuals who want more time and more control.

Mink Life & Legacy is seeking motivated, coachable individuals who want more time and more control. If you're tired of long commutes or missing moments with family, this work-from-home opportunity offers a real path to a meaningful career — with free, proven training and full support.What You Can Expect• Independent broker model — not captive, full carrier access• Free, structured training (no experience needed)• Innovative lead program (mortgage protection, final expense, annuities)• Cutting-edge CRM with automated lead upload• Multiple income streams: direct commissions, renewals, and agency overridesCompensation- 100% Commission Only• Part-time: $50,000–$75,000+• Full-time: $80,000–$150,000+Income depends on your performance and activity level.We're Looking For• Self-driven, disciplined, and coachable individuals• Those seeking flexible, remote work• People who want growth, leadership, and long-term income potentialRequirements• Must be eligible to work in the U.S.• Must obtain a life insurance license (we guide you)• Reliable phone, computer, and internetApply today and join an independent agency committed to your growth and success.

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Pipeline Jobs in Clifton, MD

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