Relationship Banker: Branch Sales & Service Pro

M&T Bank; Westport (CT); Sur place; USD 34 000 - 56 000; Plein temps

Résumé du poste

M&T Bank in Westport, CT seeks a customer-focused professional to drive branch sales, service, and referrals through proactive outreach and relationship management.

You will assess customer needs, present appropriate financial options, onboard new customers, and uphold risk controls while delivering a trusted, seamless banking experience.

This role emphasizes collaboration with partners, compliance, and consistent follow-up to build loyalty and grow the branch portfolio.

Qualifications

• High school diploma or GED required; 2+ years in retail, call center, customer service or telesales preferred.
• Associates degree preferred; Notary public license a plus.
• Demonstrated financial services product knowledge and strong communication skills.

Responsabilités

• Identify customer needs and present appropriate product and service options.
• Conduct outreach to onboard and educate clients about value-added products.
• Schedule and prepare for appointments, manage follow-ups, and maintain compliance.

Connaissances

Relationship management

Sales outreach

Customer service

Communication skills

Time management

Industry knowledge

Formation

High school diploma or GED

Associates degree

Notary public license

Description du poste

M&T Bank in Westport, CT seeks a customer-focused professional to drive branch sales, service, and referrals through proactive outreach and relationship management.

You will assess customer needs, present appropriate financial options, onboard new customers, and uphold risk controls while delivering a trusted, seamless banking experience.

This role emphasizes collaboration with partners, compliance, and consistent follow-up to build loyalty and grow the branch portfolio.