Bilingual Banking Relationship Specialist

M&T Bank Corporation; Plainville (CT); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Competitive benefits

Medical and retirement benefits

Paid volunteer time

Job summary

M&T Bank Corporation in Plainville, CT seeks a Relationship Banking Representative to identify customer needs, perform profiling, and drive branch sales with proactive outreach.

Role emphasizes customer service, appointment setting, and collaboration with internal partners to present suitable banking products while adhering to KYC/CIP requirements. On-site position with competitive pay and benefits.

Qualifications

• High school diploma or GED with 1–2 years in retail sales, call center, customer service or telesales.
• Strong verbal communication and interpersonal skills.
• Proven ability to deliver exceptional customer service and manage time effectively.
• Financial services product knowledge and ability to discuss options with customers.
• Ability to communicate tactfully with internal and external customers.
• Proficient with internet-based tools and systems.
• Bilingual ability may be required based on branch needs.

Responsibilities

• Identify sales opportunities and conduct customer assessments and profiling.
• Refer complex needs to appropriate team members and partners.
• Outreach to clients via email/phone to educate on products and services.
• Schedule appointments and prepare for meetings with pre-call planning.
• Ensure compliance with KYC, CIP and risk controls.

Skills

Verbal communication

Interpersonal skills

Customer service

Time management

Financial services product knowledge

Diplomacy with customers

Internet proficiency

Bilingual (English + second language)

Education

High school diploma or GED

Associates degree (preferred)

Notary public license (preferred)

Job description

M&T Bank Corporation in Plainville, CT seeks a Relationship Banking Representative to identify customer needs, perform profiling, and drive branch sales with proactive outreach.

Role emphasizes customer service, appointment setting, and collaboration with internal partners to present suitable banking products while adhering to KYC/CIP requirements. On-site position with competitive pay and benefits.