Search for Senior Relationship Banker roles in Philadelphia with a focus on financial services, requiring at least 3 years of sales experience, full-time positions, and strong customer service skills.

Okay, I've found Senior Relationship Banker roles in Philadelphia within the financial services sector, requiring a minimum of 3 years of sales experience, for full-time positions, emphasizing strong customer service skills. There are 45 positions available for you to review.

Senior Relationship Banker

Philadelphia, PA

Financial Services

3 years + Experience

Full Time

Can you help me to analyze the job description and company culture?

Sure. Here's the analysis:

Job Analysis:

The Senior Relationship Banker role at M&T Bank centers around nurturing and expanding customer relationships while employing a proactive sales approach. Fundamentally, the responsibility is to identify customer needs and provide tailored banking solutions, which underscores the importance of understanding both retail and business banking products. Candidates will engage in relationship management through activities like profiling customers for sales opportunities and ensuring compliance with regulatory standards. Success in this role hinges not only on meeting sales goals but also on delivering exceptional customer service and fostering trust. The problems faced could include resolving complex customer inquiries or navigating regulatory requirements, with a key focus on risk management and customer retention through effective communication and follow-up strategies. In the first 6–12 months, performance might be measured through KPIs such as sales growth, customer satisfaction, and successful cross-selling efforts, positioning this role as a vital contributor to the overall branch performance and community engagement.

Company Analysis:

M&T Bank is positioned as a top-tier commercial bank in the U.S., emphasizing community engagement and customer service as its core values. Founded in 1856, the company has cultivated a strong reputation for integrity, ownership, and collaboration, which likely shapes the work environment to be supportive yet dynamic. The organizational culture appears to prioritize teamwork and a sense of belonging, aligning with its mission to uplift the communities it serves. This culture may promote an ambitious but supportive atmosphere where the Senior Relationship Banker will be encouraged to innovate in their customer interactions. The role not only serves to drive sales but fits within the broader strategic direction to expand M&T’s market share by building deep customer loyalty. As a cross-functional player within the bank, the Senior Relationship Banker will work closely with various teams, enhancing visibility with leadership and influencing operational success. This strategic alignment indicates that the bank is focused on leveraging its human capital to achieve growth and market expansion while maintaining a customer-first approach.

Mock up some interview questions based on the job description.

Absolutely. Here are some mock interview questions that could come up:

Behavioral Questions:
1. Tell me about a time when you successfully turned a dissatisfied customer into a loyal one. What steps did you take?
1. Describe a situation where you had to meet a challenging sales target. How did you approach the challenge?
1. Provide an example of a time you had to manage multiple priorities at once. How did you ensure everything was completed on time?
1. Share an experience where you identified an opportunity for cross-selling a product or service. What was the outcome?
Technical/Role-Specific Questions:
1. How would you approach developing a relationship with a potential business banking client?
1. Can you explain how you would assess a customer's financial needs and recommend appropriate banking products?
1. What steps do you take to stay informed about changes in banking regulations that may affect customer interactions?
1. Describe your experience with portfolio management and how you’ve used it to enhance customer relationships.
Situational Questions:
1. Imagine you receive a call from a frustrated customer regarding their account. How would you handle this situation to ensure customer satisfaction?
1. If you identify a potential compliance issue during a client interaction, what steps would you take to address it?
Company Fit/Motivation Questions:
1. Why are you interested in working at M&T Bank, and how do you believe your values align with those of our organization?
1. What aspects of our community engagement initiatives resonate with you, and how do you see yourself contributing?
Questions for the Candidate to Ask the Interviewer:
1. Can you tell me about the training program for new hires in this role, and how does M&T Bank invest in employee development?
1. What are the current challenges the branch is facing in achieving its sales goals, and how can this role help address those challenges?

Job Details

Overview Company

Senior Relationship Banker

$23.04/h-$38.40/h

M&T Bank

3 days ago

Highlight

OnsiteFull-time3+ yearsSenior

Summary

M&T Bank is seeking a Senior Relationship Banker to join their team in Philadelphia, PA. The role involves identifying customer needs, developing new customer relationships, and expanding existing ones through proactive sales solutions.

About the Role

As a Senior Relationship Banker, you will be responsible for developing new customer relationships and expanding existing ones by identifying sales opportunities. You will play a key role in relationship management, sales process, and risk management. Your duties include reaching out to clients, developing product knowledge, evaluating financing requests, and attending community networking events. You will also act as a liaison with business partners and adhere to compliance and operational risk controls.

About You

Required:

High school diploma or equivalent (GED) and a minimum of 3 years proven retail sales, call center, customer service and/or telesales experience OR a high school diploma or equivalent (GED) and minimum of 2 years proven proactive sales experience.
Strong verbal communication and interpersonal skills.
Proven ability to demonstrate exceptional customer service.
Well organized with time management and prioritization skills.
Demonstrated financial services product knowledge.
Ability to communicate with tact and diplomacy with internal and external customers.
Proficient with internet user-level technology.

Preferred:

Associates degree.
Notary public license.
Minimum of 3 years financial services sales experience.
Bi-lingual based on branch needs.

M&T Bank

Great companies have an enduring sense of purpose. At M&T, our purpose is a simple one: make a difference in people’s lives and uplift the communities we serve. Founded in 1856 in Buffalo, NY we are now a top 11 full-service US-based commercial bank with a retail footprint across the east coast and wealth services available nationwide and abroad. As a bank, we offer advice, guidance, expertise, and solutions across the entire financial spectrum that combines M&T’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. We are a community-minded organization with more than 167 years of experience. We serve customers, community, and colleagues whether they be across the street, across the state or across the country.

As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time, each year. Our core values drive the work we do – integrity, ownership, collaboration, curiosity, candor and we seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members.

M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws.

Philadelphia, PA