Client Banking Advisor - Proactive Sales & Service

mtb; South Glastonbury (CT); On-site; USD 31,000 - 52,000; Full time

Job summary

M&T Bank in South Glastonbury, CT is seeking a customer-focused branch associate to identify financial needs, present solutions, and onboard customers. You will engage clients, schedule appointments, and collaborate with internal partners to optimize the banking relationship.

The role requires strong communication, proven customer service, and the ability to maintain compliance while promoting the bank’s brand and values.

Qualifications

• Minimum 2 years of proven retail sales, call center, or customer service experience.
• Strong verbal communication and interpersonal skills.
• Organized with time-management abilities.
• Proficient with basic internet and software.

Responsibilities

• Identify customer needs and present product options with internal partners.
• Proactively reach out to clients via email or phone to educate on value-added products.
• Onboard new customers and schedule appointments; maintain follow-up.
• Adhere to regulatory standards and internal controls; mitigate risks.
• Promote the M&T Bank brand and branch customer experience.

Skills

Strong verbal communication

Interpersonal skills

Customer service

Time management

Tech-savvy

Education

High school diploma or GED

Associates degree

Notary public license

Job description

M&T Bank in South Glastonbury, CT is seeking a customer-focused branch associate to identify financial needs, present solutions, and onboard customers. You will engage clients, schedule appointments, and collaborate with internal partners to optimize the banking relationship.

The role requires strong communication, proven customer service, and the ability to maintain compliance while promoting the bank’s brand and values.