Client Growth & Relationship Banker

M&T Bank; Fairfield (CT); On-site; USD 34,000 - 56,000; Full time

Job summary

M&T Bank is seeking a branch-focused professional to identify customers' needs and offer proactive basic sales solutions. The role emphasizes outreach, relationship-building, and onboarding new customers while promoting appropriate banking options.

Responsibilities include sales process management, risk controls, and collaboration with internal partners to address basic financial needs. Strong communication and organizational skills are essential in a fast-paced branch environment.

Qualifications

• High school diploma or GED with 2+ years in retail sales, call center, customer service, or telesales.
• 1 year of proactive sales experience preferred.
• Strong verbal communication and interpersonal skills.
• Proven ability to deliver exceptional customer service.
• Well-organized with good time management and prioritization.
• Knowledge of financial services products helpful.

Responsibilities

• Identify customer needs and present appropriate banking options.
• Build relationships through sales and service in the branch.
• Complete research on customer profiles to identify value-add opportunities.
• Proactively reach out to clients to educate on products/services.
• Onboard new customers and maintain regular outreach to existing clients.
• Maintain compliance with risk controls and audit requirements.

Skills

Retail sales

Customer service

Outbound calling

Verbal communication

Education

High school diploma or GED

Associates degree

Notary public license

Tools

Internet user-level skills

Job description

M&T Bank is seeking a branch-focused professional to identify customers' needs and offer proactive basic sales solutions. The role emphasizes outreach, relationship-building, and onboarding new customers while promoting appropriate banking options.

Responsibilities include sales process management, risk controls, and collaboration with internal partners to address basic financial needs. Strong communication and organizational skills are essential in a fast-paced branch environment.