Branch Relationship Advisor

M&T Bank; Town of Westport (WI); On-site; USD 34,000 - 56,000; Full time

Job summary

M&T Bank in Westport, CT, is seeking a branch-focused sales and service associate to identify client needs, open accounts, and nurture relationships. The role emphasizes proactive outreach and collaboration with internal partners to offer banking solutions.

Candidates should have a strong customer service background, be highly organized, and possess knowledge of retail banking products. This is a full-time, on-site position with potential bilingual capabilities as branch needs dictate.

Qualifications

• High school diploma or GED with 2+ years in retail sales, call center, customer service or telesales.
• Strong verbal communication and interpersonal skills.
• Proven ability to deliver exceptional customer service.
• Well-organized with time management and prioritization skills.
• Demonstrated financial services product knowledge.
• Ability to communicate with tact and diplomacy.
• Proficient with internet-based tools.

Responsibilities

• Role focuses on relationship management, sales opportunities, account opening and outbound calling.
• Identify client needs and present banking product options with partners as needed.
• Proactively educate clients on value-added products via email or phone.
• Onboard new customers through outreach and build trust with existing clients.

Skills

Verbal communication

Customer service

Time management

Financial services knowledge

Interpersonal skills

Bilingual (branch needs)

Education

High school diploma or GED

Associates degree

Notary license

Job description

M&T Bank in Westport, CT, is seeking a branch-focused sales and service associate to identify client needs, open accounts, and nurture relationships. The role emphasizes proactive outreach and collaboration with internal partners to offer banking solutions.

Candidates should have a strong customer service background, be highly organized, and possess knowledge of retail banking products. This is a full-time, on-site position with potential bilingual capabilities as branch needs dictate.