Bilingual Spanish Banking Relationship Specialist

M&T Bank; Germantown (TN); On-site; USD 33,000 - 55,000; Full time

Job summary

M&T Bank in Germantown, MD is seeking a customer-focused professional for branch Relationship Management and sales support. You will identify banking needs, present product options, and onboard new clients while maintaining regulatory compliance and strong service standards.

The role emphasizes proactive outreach, needs-based conversations, and collaboration with internal partners to deliver tailored financial solutions. A positive customer experience is key across all interactions.

Qualifications

• High school diploma or GED required with 2 years proven retail sales or customer service experience.
• OR 1 year proven proactive sales experience.
• Strong verbal and interpersonal skills.
• Proficiency with internet user-level technology.
• Ability to communicate in English and a second language; proficiency assessed.

Responsibilities

• Identify sales opportunities through relationship management and outbound calling.
• Assist with account openings and referrals to appropriate partners.
• Proactively educate clients on value-added banking products.
• Onboard new customers through outreach and follow-up.
• Establish trust with existing clients through regular outreach.
• Maintain compliance with KYC, CIP and risk controls.
• Support branch goals by managing customer flow and appointment scheduling.

Skills

Retail sales

Customer service

Telesales

Verbal communication

Interpersonal skills

Time management

Financial services knowledge

Bilingual English + second language

Education

High school diploma or GED

Associates degree

Notary public license

Bilingual based on branch needs

Job description

M&T Bank in Germantown, MD is seeking a customer-focused professional for branch Relationship Management and sales support. You will identify banking needs, present product options, and onboard new clients while maintaining regulatory compliance and strong service standards.

The role emphasizes proactive outreach, needs-based conversations, and collaboration with internal partners to deliver tailored financial solutions. A positive customer experience is key across all interactions.