Relationship Banker

M&T Bank Corporation; New York (NY); On-site; USD 34,000 - 58,000; Full time

Job summary

M&T Bank is seeking a Relationship Banker at our Shoreham, NY branch to identify customer needs and offer basic bank products through proactive outreach. You will manage lobby flow, service existing clients, and refer complex cases to specialists as needed.

The role emphasizes outbound calling, appointment setting, and building trust with customers while ensuring compliance with KYC and CIP requirements. This onsite position offers a stable career path within a supported team.

Qualifications

• High school diploma or GED with 2+ years in retail sales or customer service.
• Strong verbal communication and interpersonal skills.
• Well-organized with time management and prioritization.
• Proficient with internet user-level technology.

Responsibilities

• Identify customers' needs and present banking options.
• Perform branch sales, service, and referrals.
• Schedule appointments and prepare for meetings.
• Onboard new customers via outreach.
• Maintain compliance with risk controls and KYC/CIP requirements.
• Drive customer flow and support branch goals.

Skills

Retail sales experience

Customer service

Outbound calling

Verbal communication

Time management

Education

High school diploma or GED

Associates degree

Notary public license

Bilingual

Tools

CRM software

MS Office / Internet tools

Job description

## Relationship BankerApply: Onsite Position: Shoreham, NY: Full time: Posted Today: End Date: October 25, 2026 (11 days left to apply): R89790# **Overview:**Identifies customers' needs through the bank’s retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and/or refer complex customer needs to the appropriate team member/partner. Specializes in our branch customer experience through lobby management, servicing and sales interactions for retail and business customers.## **Primary Responsibilities:*** Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales Process (profile/pre-call planning, outreach, appointment preparation, interaction/appointment, follow-up) and Risk Management (audit requirements, fraud prevention, Know Your Customer (KYC) and customer information profile (CIP)).* Complete basic research on customer profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals* Identify financial needs of customers and present all appropriate product and service options by working cooperatively with appropriate internal business partners.* Proactively reach out to clients to via e-mail or phone to follow up and educate on value added products/services to address needs of clients* Onboard new customers through customer outreach (regardless of available channel, and individual who opened account)* Establish trust with existing clients through proactive outreach regularly* Schedule preset appointments for the following week and hold appointments each week* Adequately prepares for scheduled appointment before customer meeting (prepare for sales interactions with pre-call plan)* Perform customer servicing interactions.* Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.* Promote an environment that supports belonging and reflects the M&T Bank brand.* Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.* Complete other related duties as assigned.* Responsible for meeting and maintaining registration requirements under the Federal SAFE Act## ****Scope of Responsibilities:****The position is the focal point in the branch for sales, service and/or referral opportunities in support of overall branch goals and activity requirements.The position is key driver of customer flow in the branch to support these activities.The position services existing customers and grows the business through identifying sales opportunities with customers.The position must stay current on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions to assist the branch in managing preventable losses and reduce fraudulent activity.## ****Education and Experience Required:****High school diploma or equivalent (GED) and a minimum of 2 years proven retail sales, call center, customer service and/or telesales experienceORA high school diploma or equivalent (GED) and a minimum of 1 year proven proactive sales experience.Strong verbal communication and interpersonal skillsProven ability to demonstrate exceptional customer serviceWell-organized individual with time management and prioritization skillsDemonstrated financial services product knowledgeAbility to communicate with tact and diplomacy with internal and external customersProficient with internet user-level technology## ****Education and Experience Preferred:****Associates degreeNotary public licenseBilingual based on branch needs## **Physical Requirements:**Ability to stand for long periods of timeProlonged use of hands and fingersAbility to lift light to heave objects weighing 5 lbs. to 30lbsAbility to read fine printAbility to interact with customers in an open face-to-face work environmentAbility to use fax, telephone system, copier and other communication toolsM&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $25.07 - $41.79 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.