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Contact Center Sales Representative in Williamsville, NY at M&T Bank

Date Posted: 12/6/2018

Job Snapshot

Job Description

Contact Center Sales Representative

Location: Amherst Center

Hours: must be available to work a variable full-time schedule between the hours of 8:30am - 8:00pm Monday through Thursday. Friday 8:30am - 3:30pm and rotating Saturday's 9:00am - 3:00pm.

Training: Training is full-time Monday - Friday 8:30am -5:00pm up to several weeks.

Sells a range of Retail Banking deposit and credit products and services to new and existing customers through inbound or outbound calls. Provides basic information on Business Banking products. Sends prospects/customer referrals to or sets-up prospect/customer appointments with the appropriate area as needed based on product and/or the campaign. Follows-up with customers on applications or sales activities initiated though phone calls, Chat, as well as applications assigned from or the specialist team, to ensure timely receipt of all required documentation for pending and approved sales to ensure timely close. Works with the branch and customer to schedule loan closings. Participates in inbound/outbound sales campaigns as needed to attract new and expand existing customer relationships. Supports various pilot initiatives while applying appropriate strategies to retain customer accounts and expand customer relationships. Ensures all supporting operational requirements are followed to ensure adherence to state and Federal regulations, the Bank Secrecy Act, USA Patriot Act, TCPA (Telephone Consumer Protection Act) and OFAC (Office of Foreign Asset Controls). Responds to and resolves information inquiries from customers regarding Retail banking product line. Adheres to the requirements of Federal registration under the SAFE Act.

Identify customers’ financial needs through needs-based questions and present all appropriate options using knowledge of all products to ensure the right product is sold. Ask customer for the sale and take application, schedule appointments or send referral to appropriate area depending on product type. Seek opportunities to bundle products and services to customers to expand relationships with them.
Review sales reports and associated systems for outstanding questions or documentation needed to process the application. Communicate with the customer and relevant departments to gather all information or documentation as well as providing an application status update for the customer. Communicate with the customer up through approval or account booking depending on the application type.
Ensure sales activities meet individual sales goals, including customer retention, acquisition and growth goals, cross-sell conversion goals and participate in sales promotions to contribute to achievement of overall department goals. Track sales/appointments as needed per campaign.
Support Bank guidelines for delivering exceptional customer experience including proactively greeting customers, using their name and ending each interaction by saying “Thank you for banking with M&T, is there anything else I can do for you today (customer name)?” Maintain a professional manner to build customer confidence and trust.
Take ownership of account servicing and error resolution including resolving routine customer concerns and referring more complex issues to appropriate department, specialist, or supervisor. Follow-up on these issues as required to ensure timely and accurate resolution and convert servicing situations to sales/referral opportunities.
Follow consumer guidelines for accuracy and proper new account handling and exception processing.
Process a variety of Retail and Commercial transactions in an accurate and efficient manner according to Department standards.
Ensure compliance with operational, security and control policies/procedures to support preventing fraud and protecting customer assets.
Provide appropriate verbal and written disclosures accurately and timely in accordance with regulations and Bank policies.
Demonstrate teamwork by proactively assisting other colleagues or other Telephone Banking departments when needed and by actively participating and contributing during team meetings.
Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management.
Promote an environment that supports diversity 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 Act.

Required Qualifications:
Minimum of 4 years' higher education and/or 4 years’ sales/customer service experience (High school diploma or equivalent (GED) if no college degree
Proven verbal and written communication and interpersonal skills
Proven customer service skills and an understanding of the role it plays in maintaining and expanding customer relationships
Proven organizational skills
Basic familiarity with PC’s

Preferred Qualifications:
2 years’ sales/customer service experience in a call center, retail store or financial services
Basic knowledge of business products and services
Proven time management and prioritization skills
Proficiency with personal computers as well as pertinent software packages

We encourage candidates with relevant military experience to apply.

About M&T

At M&T, we strive to be the best place our employees ever work, the best bank our customers ever do business with and the best investment our shareholders ever make. So when looking to advance your career, look to M&T.  As a top 20 US bank holding company and one of the best performing regional banks in the country, we offer a wide range of performance based career development opportunities for talented professionals. And through our longstanding tradition of careful, conservative and consistent management and a strong commitment to the communities we serve, we continue to grow with a focus on the future.

M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer. M&T Bank Corporation does not sponsor individuals for the purpose of obtaining H-1 Visas. M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.