Client Relationship Banker

M&T Bank; Frederick (MD); On-site; USD 50,000 - 83,000; Full time

Job summary

M&T Bank in Frederick, MD is seeking a customer-focused professional to drive branch sales and service through proactive outreach and relationship management. You’ll assess customer needs, present product options, and onboard new clients while coordinating with internal partners to fulfill financial goals.

The role emphasizes reliable communication, risk awareness, and consistent follow-through to build trust with existing clients and promote the bank’s retail and business offerings.

Qualifications

• 2+ years in retail sales, call center, customer service or telesales.
• Strong verbal communication and interpersonal skills.
• Demonstrated financial services product knowledge.

Responsibilities

• Identify sales opportunities and profile customers for needs-based discussions.
• Reach out to clients via phone or email to educate on products and services.
• Onboard new customers and schedule follow-up appointments.
• Adhere to risk controls, audit requirements, and regulatory standards.
• Promote the M&T Bank brand through exceptional customer service.

Skills

Retail sales

Customer service

Communication

Interpersonal skills

Time management

Education

Associates degree

High school diploma or GED

Notary public license

Bilingual

Job description

M&T Bank in Frederick, MD is seeking a customer-focused professional to drive branch sales and service through proactive outreach and relationship management. You’ll assess customer needs, present product options, and onboard new clients while coordinating with internal partners to fulfill financial goals.

The role emphasizes reliable communication, risk awareness, and consistent follow-through to build trust with existing clients and promote the bank’s retail and business offerings.