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Business Banking Relationship Manager Sales Training Program

Business Banking Relationship Manager Sales Training Program

New Jersey StaffingPhiladelphia, PA, US
18 hours ago
Job type
  • Full-time
Job description

Relationship Manager Sales Training Program

Overview

RMSP : Relationship Manager Sales Training Program is a six-month hybrid program that consists of 2-3 weekly virtual sessions and travel (25%) throughout the footprint once / month, for one week at a time. Comprehensive curriculum covering essential topics and skills related to the Business Banking Relationship Manager role. The training is targeted to ensure that participants will learn commercial-specific job knowledge thoroughly and efficiently, so that trainees are well prepared to reach their goals quickly; Classroom collaboration is a key aspect of the program

Primary Responsibilities

  • Participate in a combination of structured classroom sessions, web-based, and on-the-job practical training.
  • Learn about the credit culture and commercial underwriting process while developing and refining relationship management skills.
  • Exposure to the banks sales culture when supporting commercial customer meetings.
  • Develop call planning and execution skills.
  • Adhere to applicable compliance / operational risk controls in accordance with Company or regulatory standards and policies.
  • 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.
  • 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.
  • Complete other related duties as assigned; timely completion of weekly in-program and in-field assignments while also managing networking events, client calls, etc.

Scope of Responsibilities

Centralized training and program oversight will be done in Baltimore, MD or another designated location and will include periodic travel to other locations. During the program, all trainees will learn about the credit culture and commercial underwriting process while developing and refining relationship management skills. Trainees will be exposed to the banks sales culture when supporting commercial customer meetings. Additionally, participants will develop call planning and execution skills. Heavy focus on project work, team collaboration, study groups, book clubs, etc. RMSP trainees will also receive a significant amount of exposure to senior management throughout the program. (Need to be able to communicate horizontally and vertically) The candidate will begin in a support role assisting more senior Relationship Managers in their credit and underwriting process and managing customer relationships within the bank. Eventually, successful trainees will be assigned a portfolio as well as sales goals and expectations.

Education and Experience Required

Bachelor's Degree in accounting, finance, economics or related business field and one year of sales-related experience with a demonstrated sales aptitude or in lieu of degree, a combined minimum of 5 years higher education and / or work experience. Previous banking and sales experience highly recommended. Demonstrated analytical and quantitative skills, with prior knowledge of accounting principles Ability and willingness to travel (25%) overnight extensively during program. Proficient with MS Office software.

Education and Experience Preferred

Masters of Business Administration. Previous experience in banking or financial services. Experience in credit and / or underwriting Demonstrated history of volunteerism including contribution to community / civic organizations and causes. An ability to balance priorities and exhibit organizational skills to manage both individual and multiple team priorities. Excellent communication and interpersonal skills with the ability to interact with all levels of personnel using tact and diplomacy. Ability to quickly master the bank's technology and systems.

Location

Philadelphia, Pennsylvania, United States of America

M&T Bank Corporation is an Equal Opportunity / Affirmative Action Employer, including disabilities and veterans.

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Relationship Manager • Philadelphia, PA, US

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