Proactive Relationship Banker & Financial Solutions

M&T Bank; Towson (MD); On-site; USD 64,747,000 - 108,004,000; Full time

Job summary

M&T Bank in Towson, Maryland is seeking a Relationship Specialist to identify customer needs and provide proactive banking solutions through outreach and referrals. The role emphasizes branch sales, service, and annual risk management in a dynamic retail environment.

You will engage customers, promote suitable financial products, and onboard new clients while maintaining high service standards and compliance with internal policies.

Qualifications

• Requires high school diploma or GED with 2 years of retail sales or customer service experience.
• Strong verbal communication and interpersonal skills.
• Proven ability to provide exceptional customer service.
• Organized with time management and prioritization.
• Demonstrated knowledge of financial services products.
• Ability to communicate with tact and diplomacy with internal/external customers.
• Proficient with internet user-level technology.
• Associates degree and notary license preferred.

Responsibilities

• Identify needs and refer opportunities in the sales process.
• Outreach for leads and appointment setting.
• Open accounts and onboard customers.
• Maintain branch customer flow and risk controls.
• Uphold compliance and audit standards.

Skills

Customer service

Retail sales

Verbal communication

Time management

Education

High school diploma

Associates degree

Notary license

Job description

M&T Bank in Towson, Maryland is seeking a Relationship Specialist to identify customer needs and provide proactive banking solutions through outreach and referrals. The role emphasizes branch sales, service, and annual risk management in a dynamic retail environment.

You will engage customers, promote suitable financial products, and onboard new clients while maintaining high service standards and compliance with internal policies.