Relationship Banker - Branch Sales & Service

M&T Bank; Millersville (MD); On-site; USD 31,000 - 52,000; Full time

Job summary

M&T Bank in Millersville, MD, is seeking a branch-focused sales and service associate to identify customer needs, promote banking solutions, and manage ongoing client relationships. You will conduct outreach, assist with account openings, and coordinate with internal partners to deliver tailored financial options.

The role emphasizes proactive client engagement, strong communication, and adherence to banking policies.

Qualifications

• High school diploma or GED with 2+ years in retail sales, call center, customer service or telesales.
• OR High school diploma or GED with 1+ year proactive sales experience.

Responsibilities

• Identify customer needs and present banking products/services.
• Perform relationship management tasks including profiling, outreach, appointments, and follow-ups.
• Onboard new customers and maintain ongoing client relationships.
• Ensure compliance with risk controls, KYC, CIP, and audit requirements.
• Schedule and conduct client meetings, prepare for appointments with pre-call plans.
• Support branch sales goals and contribute to a seamless customer experience.

Skills

Verbal communication

Interpersonal skills

Customer service excellence

Time management

Financial services product knowledge

Diplomacy and tact

Tech-savvy (internet)

Education

Associates degree

Notary public license

Job description

M&T Bank in Millersville, MD, is seeking a branch-focused sales and service associate to identify customer needs, promote banking solutions, and manage ongoing client relationships. You will conduct outreach, assist with account openings, and coordinate with internal partners to deliver tailored financial options.

The role emphasizes proactive client engagement, strong communication, and adherence to banking policies.