Branch Relationship Banker: Growth & Client Care

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

Job summary

M&T Bank in Beverly, MA seeks a branch-focused Relationship Banker to identify and develop sales opportunities, assist with customer onboarding, and deliver exceptional service. You will engage with retail and business customers, respond to inquiries, and coordinate with internal partners to tailor banking solutions.

Strong communication and customer-service skills are required. You will also ensure compliance with risk controls, stay current on product offerings, and promote a welcoming branch

Qualifications

• High school diploma or GED with 2+ years proven retail sales, call center, customer service and/or telesales experience.
• Associates degree preferred or Notary Public license considered an asset.

Responsibilities

• Serve as the focal point for sales, service, and referral opportunities in the branch.
• Conduct relationship assessments and outbound outreach to identify sales opportunities.
• Present product and service options in collaboration with internal partners.
• Onboard new customers through outreach and onboarding processes.
• Maintain compliance with KYC, CIP, and other regulatory requirements.

Skills

Strong verbal communication

Interpersonal skills

Customer service excellence

Time management

Internet proficiency

Education

Associates degree

Notary Public

Job description

M&T Bank in Beverly, MA seeks a branch-focused Relationship Banker to identify and develop sales opportunities, assist with customer onboarding, and deliver exceptional service. You will engage with retail and business customers, respond to inquiries, and coordinate with internal partners to tailor banking solutions.

Strong communication and customer-service skills are required. You will also ensure compliance with risk controls, stay current on product offerings, and promote a welcoming branch