Bilingual Spanish Banking Relationship Advisor

M&T Bank; Germantown (MD); On-site; USD 49,587 - 82,659; Full time

Job summary

M&T Bank in Germantown, MD is seeking a Branch Relationship Associate to identify customer needs and drive banking solutions through proactive outreach and sales activities. You will assess profiles, open accounts, and coordinate with partners to address financial goals.

The role emphasizes customer service excellence, compliance with KYC/CIP, and maintaining strong risk controls while contributing to branch sales and customer growth.

Qualifications

• High school diploma or GED required; 2+ years in retail sales, call center or customer service or 1 year proactive sales experience.
• Strong verbal communication and interpersonal skills.
• Proven customer service excellence and organizational skills.
• Knowledge of financial services products.
• Ability to communicate with tact in English and second language.

Responsibilities

• Manage relationship assessments and profile customers for sales opportunities.
• Lead outbound calling, outreach, and appointment preparation.
• Coordinate with internal partners to present product and service options.
• Follow up with clients and educate on value-added products.
• Onboard new customers through outreach and account opening.
• Maintain compliance with KYC, CIP, and audit requirements.
• Support branch goals by driving customer flow and sales activity.
• Promote the M&T Bank brand and maintain internal controls.

Skills

Strong verbal communication

Customer service excellence

Time management

Financial services product knowledge

Bilingual communication

Education

High school diploma or GED

Associate's degree

Notary public license

Tools

Internet proficiency

Job description

M&T Bank in Germantown, MD is seeking a Branch Relationship Associate to identify customer needs and drive banking solutions through proactive outreach and sales activities. You will assess profiles, open accounts, and coordinate with partners to address financial goals.

The role emphasizes customer service excellence, compliance with KYC/CIP, and maintaining strong risk controls while contributing to branch sales and customer growth.