Branch Relationship Expert — Sales & Service Pro

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

Job summary

M&T Bank in Watertown, MA is seeking a branch Relationship Specialist to identify customers' needs during the retail sales process, provide proactive basic sales solutions, and refer complex needs to the right partner.

The role emphasizes lobby management, account openings, outbound outreach, and ongoing trusted client service, with adherence to risk controls and regulatory requirements.

Qualifications

• High school diploma or GED with 2 years retail sales, call center, customer service or telesales experience.
• OR High school diploma or GED with 1 year proactive sales experience.
• 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.

Responsibilities

• Identify customer needs and reference sales opportunities and accounts during outreach.
• Prepare for appointments with pre-call planning and conduct follow-up.
• Promote products and services to clients in coordination with internal partners.
• Onboard new customers and build trust through proactive outreach.
• Adhere to compliance and risk controls and support branch goals.

Skills

Relationship Management

Sales Process

Customer Service

Communication

KYC / Compliance

Education

High School Diploma or GED

Associates Degree

Job description

M&T Bank in Watertown, MA is seeking a branch Relationship Specialist to identify customers' needs during the retail sales process, provide proactive basic sales solutions, and refer complex needs to the right partner.

The role emphasizes lobby management, account openings, outbound outreach, and ongoing trusted client service, with adherence to risk controls and regulatory requirements.