Client Relationship Banker & Solutions Advisor

mtb; Catonsville (MD); On-site; USD 32,000 - 52,000; Full time

Job summary

M&T Bank in Catonsville, MD is seeking a branch sales and service professional who identifies customer needs through the retail sales process and delivers proactive basic sales solutions. You will conduct outreach, support account openings, and refer complex needs to specialists while upholding risk controls and compliance.

Join a team focused on customer experience, outbound calling, and building trust with clients through regular proactive engagement.

Qualifications

• High school diploma or GED with 2+ years in retail sales, call center, or customer service.
• Or high school diploma with 1+ year proactive sales experience.
• Strong verbal communication and interpersonal skills.
• Well-organized 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.
• Associates degree is preferred.
• Notary public license is a plus.
• Bilingual based on branch needs.

Responsibilities

• Play key role in Relationship Management, Sales Process and Risk Management.
• Complete basic research on customer profiles to assess value and steer to needs-based discussion.
• Identify financial needs and present product options 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 maintain ongoing engagement.
• Establish trust with existing clients through proactive outreach.

Skills

Verbal communication

Customer service

Time management

Organizational skills

Financial services knowledge

Retail sales

Call center

Telesales

Education

High School Diploma or GED

Associates degree

Notary public license

Job description

M&T Bank in Catonsville, MD is seeking a branch sales and service professional who identifies customer needs through the retail sales process and delivers proactive basic sales solutions. You will conduct outreach, support account openings, and refer complex needs to specialists while upholding risk controls and compliance.

Join a team focused on customer experience, outbound calling, and building trust with clients through regular proactive engagement.