Client-Focused Relationship Banker & Growth Advisor

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

Job summary

M&T Bank in South Glastonbury, CT seeks a branch-focused Sales/Service Associate to identify customer needs, conduct proactive outreach, and present banking options. You will support retail and business customers with service, onboarding, and referrals to appropriate teams.

The role emphasizes in-branch customer flow, risk-aware decision making, and delivering value through proactive engagement. High school diploma or GED plus relevant sales/service experience required; associates and Notary

Qualifications

• High school diploma or GED and 2 years proven retail sales, call center, customer service and/or telesales experience
• OR
• A high school diploma or GED and a minimum of 1 year proven proactive sales experience
• Strong verbal communication and interpersonal skills
• Proven ability to demonstrate exceptional customer service
• Well-organized individual with time management and prioritization skills
• Demonstrated financial services product knowledge
• Ability to communicate with tact and diplomacy with internal and external customers
• Proficient with internet user-level technology

Responsibilities

• Identify customer needs and present all appropriate product and service options by working cooperatively with internal partners
• Proactively reach out to clients via email or phone to educate on value-added products/services
• Onboard new customers through outreach and establish trust through regular contact
• Maintain branch customer experience and achieve sales/referral goals
• Adhere to risk controls and regulatory standards

Skills

Strong verbal communication

Customer service

Time management

Proactive sales

Education

High school diploma or GED

Associates degree

Notary public license

Tools

Internet user-level technology

Job description

M&T Bank in South Glastonbury, CT seeks a branch-focused Sales/Service Associate to identify customer needs, conduct proactive outreach, and present banking options. You will support retail and business customers with service, onboarding, and referrals to appropriate teams.

The role emphasizes in-branch customer flow, risk-aware decision making, and delivering value through proactive engagement. High school diploma or GED plus relevant sales/service experience required; associates and Notary