Branch Relationship & Sales Specialist

M&T Bank Corporation; Farmington (CT); On-site; USD 31,000 - 52,000; Full time

Job summary

M&T Bank Corporation in Farmington, Connecticut, seeks a branch-focused Relationship Manager to identify customer needs, open accounts, and drive sales through proactive outreach. The role emphasizes outbound calls, pre-call planning, and delivering tailored banking solutions with internal partners.

The ideal candidate has 2+ years in retail sales or customer service, strong communication, and financial product knowledge, with a high level of organization and tech proficiency.

Qualifications

• Minimum of 2 years proven retail sales, call center, customer service and/or telesales experience.
• Or a high school diploma with 1 year proven proactive sales experience.
• Strong verbal communication and interpersonal skills.
• Well-organized with time management and prioritization skills.
• Demonstrated financial services product knowledge.
• Proficient with internet user-level technology.

Responsibilities

• Role includes relationship management, sales opportunities, account openings, and outbound calling.
• Profile customers, conduct pre-call planning, outreach, appointment prep, and follow-up.
• Identify financial needs and present banking solutions with internal partners.
• Proactively reach out to clients via email or phone to educate on value-added products.
• Onboard new customers and schedule weekly appointments; maintain scheduled meetings.
• Adhere to compliance and risk controls and promote M&T Bank values.

Skills

Retail sales

Call center

Customer service

Telesales

Verbal communication

Interpersonal skills

Time management

Organization

Financial services product knowledge

Internet proficiency

Education

Associates degree

Notary public license

Job description

M&T Bank Corporation in Farmington, Connecticut, seeks a branch-focused Relationship Manager to identify customer needs, open accounts, and drive sales through proactive outreach. The role emphasizes outbound calls, pre-call planning, and delivering tailored banking solutions with internal partners.

The ideal candidate has 2+ years in retail sales or customer service, strong communication, and financial product knowledge, with a high level of organization and tech proficiency.