Relationship Banker: Build Trust & Drive Client Solutions

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

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.