Personal Banking Relationship Advisor

M&T Bank Corporation; Montpelier (VT); On-site; USD 29,000 - 47,000; Full time

Job summary

M&T Bank Corporation in Montpelier, Vermont seeks a branch sales associate focused on customer outreach and relationship management. You will assess customer needs, open accounts, and present product options in collaboration with internal partners.

The role emphasizes proactive outreach, appointment setting, and maintaining strong customer relationships while adhering to regulatory standards and risk controls.

Qualifications

• High school diploma or GED with 1–2 years in retail sales, call center, or telesales or 1 year proactive sales experience.
• Strong verbal communication and exceptional customer service abilities.
• Well-organized with time management and prioritization skills.
• Knowledge of financial services products and ability to communicate with tact.

Responsibilities

• Identify sales opportunities and profile customers for needs-based discussions.
• Open accounts and conduct lead-focused outbound calling and outreach.
• Prepare for appointments and follow up to educate on value-added products.
• Onboard new customers and manage compliance and risk controls.

Skills

Verbal communication

Interpersonal skills

Customer service

Internet proficiency

Education

High school diploma or GED

Associates degree

Notary public license

Bilingual abilities (branch needs)

Job description

M&T Bank Corporation in Montpelier, Vermont seeks a branch sales associate focused on customer outreach and relationship management. You will assess customer needs, open accounts, and present product options in collaboration with internal partners.

The role emphasizes proactive outreach, appointment setting, and maintaining strong customer relationships while adhering to regulatory standards and risk controls.