Bilingual Relationship Banker — Spanish/English

mtb

Manassas (VA)

On-site

USD 33,000 - 55,000

Full time

6 days ago
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Job summary

M&T Bank in Manassas, VA is seeking a branch-focused professional to identify customer needs and provide proactive basic sales solutions. The role emphasizes lobby management, servicing, and sales interactions for retail and business customers.

You will build trust through proactive outreach, schedule appointments, and prepare for meetings with pre-call plans. Fluent in Spanish and English is required, and compliance with bank controls is essential.

Qualifications

  • Minimum 2 years in retail sales, call center, customer service, or telesales.
  • Strong verbal communication and interpersonal skills.
  • Proven ability to deliver exceptional customer service.
  • Time management and prioritization abilities.
  • Knowledge of financial services products.

Responsibilities

  • Identify customers' needs and upsell basic banking products.
  • Lead branch relationship activities through sales and service.
  • Profile customers for sales opportunities and set appointments.
  • Conduct outreach via phone or email to educate on products.
  • Onboard new customers and maintain client relationships.
  • Maintain compliance with KYC, CIP, and audit requirements.

Skills

Bilingual Spanish/English

Education

High school diploma or GED
Associates degree

Job description

M&T Bank in Manassas, VA is seeking a branch-focused professional to identify customer needs and provide proactive basic sales solutions. The role emphasizes lobby management, servicing, and sales interactions for retail and business customers.

You will build trust through proactive outreach, schedule appointments, and prepare for meetings with pre-call plans. Fluent in Spanish and English is required, and compliance with bank controls is essential.

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