Bilingual Spanish Banking Relationship Expert

M&T Bank Corporation; Germantown (MD); On-site; USD 50,000 - 83,000; Full time

Benefits offered by this job

Medical benefits

Retirement benefits

Volunteer time off

Job summary

M&T Bank Corporation is seeking a branch-focused sales and service professional in Germantown, MD. You will identify customer needs, present banking solutions, and support the sales process within the branch setting.

Responsibilities include outbound outreach, appointment preparation, and ongoing customer servicing while ensuring compliance with KYC, CIP, and audit requirements. The role emphasizes building trust and contributing to branch goals through proactive engagement.

Qualifications

• High school diploma or GED required; associate degree preferred.
• 2 years proven retail sales, call center, customer service and/or telesales experience OR 1 year proactive sales experience.
• Strong verbal communication and interpersonal skills; ability to work with customers.
• Proficient with internet-based tools; fluent in English; written communication skills.

Responsibilities

• Identify customer needs and present banking product options with internal partners.
• Engage in relationship management, profile customers and schedule appointments.
• Conduct outbound outreach via email or phone to educate on value-added products.
• Adhere to risk controls, KYC/CIP requirements and internal policies.

Skills

Retail sales

Customer service

Outbound calling

Communication

Education

High school diploma or GED

Associates degree

Job description

M&T Bank Corporation is seeking a branch-focused sales and service professional in Germantown, MD. You will identify customer needs, present banking solutions, and support the sales process within the branch setting.

Responsibilities include outbound outreach, appointment preparation, and ongoing customer servicing while ensuring compliance with KYC, CIP, and audit requirements. The role emphasizes building trust and contributing to branch goals through proactive engagement.