Relationship Banker – Branch Sales & Service

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

Job summary

M&T Bank Corporation in Endwell, NY is seeking a Branch Relationship Associate to identify customer needs and offer appropriate solutions within the retail sales process. You will conduct outreach, open accounts, and refer complex needs to partners while upholding risk controls and regulatory requirements.

In this role you will build trust with customers through proactive outreach, manage appointments, and stay current on product knowledge to deliver value in every interaction at the branch.

Qualifications

• High school diploma with 2 years proven retail sales, call center or telesales experience, or 1 year proactive sales experience.
• Strong verbal communication and interpersonal skills.
• Proven ability to deliver exceptional customer service.
• Well-organized with time management and prioritization skills.
• Demonstrated financial services product knowledge.
• Ability to communicate with tact and diplomacy.
• Proficient with internet user-level technology.

Responsibilities

• Play key role in relationship management and outbound sales outreach.
• Identify financial needs and present product options with internal partners.
• Onboard new customers through proactive outreach.
• Schedule appointments and prepare for meetings.
• Perform customer servicing interactions and adhere to risk controls.
• Maintain branch compliance and support audit requirements.

Skills

Verbal communication

Interpersonal skills

Customer service

Time management

Financial services knowledge

Tech literacy

Education

Associates degree

Notary public license

Bilingual (branch needs)

Job description

M&T Bank Corporation in Endwell, NY is seeking a Branch Relationship Associate to identify customer needs and offer appropriate solutions within the retail sales process. You will conduct outreach, open accounts, and refer complex needs to partners while upholding risk controls and regulatory requirements.

In this role you will build trust with customers through proactive outreach, manage appointments, and stay current on product knowledge to deliver value in every interaction at the branch.