Brian Smith
Relationship Banker at M&T Bank
- Role
- Relationship Banker at M&T Bank
- Location
- Poughkeepsie, NY, US
- LinkedIn followers
- 500 followers
About Brian Smith
Detail-oriented and quality-focused Customer Service Manager with a deep understanding of…
Experience
Relationship Banker
Aug 2022 — Present
Identify customers\' needs through the bank’s retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs. Additional Key Contributions:• 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• 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)• Open new accounts, CDs, IRAs, submit loan and credit card applications. • Help work the teller line when necessary
Education
SUNY New Paltz
Bachelor's degree, Communication and Media Studies
2006 — 2007
Dutchess Community College
Associate's degree, Communication and Media Arts
2004 — 2006
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