Relationship Banker: Build Trusted Client Partnerships

Commerce, Inc.; Milton (Northumberland County); On-site; USD 28,000 - 47,000; Full time

Job summary

M&T Bank in Milton is seeking a Relationship Banker to identify customer needs and offer appropriate banking solutions. You will manage sales opportunities, service existing customers, and coordinate with internal partners to deliver a seamless branch experience.

The role emphasizes proactive outreach, appointment scheduling, and compliant risk management while maintaining strong customer relationships and in-branch sales performance. A path to growth and strong customer service is offered.

Qualifications

• Strong verbal communication and interpersonal skills.
• Proven ability to demonstrate exceptional customer service.
• Well-organized with time management and prioritization skills.
• Demonstrated financial services product knowledge.
• Ability to communicate with tact and diplomacy with internal and external customers.
• Proficient with internet user-level technology.

Responsibilities

• Play key role in Relationship Management including assessments and lead-focused outreach.
• Identify financial needs and present banking product options with internal partners.
• Proactively reach out to clients via email or phone to educate on value-added products.
• Onboard new customers through outreach and establish trust with existing clients.
• Schedule appointments and prepare for meetings with pre-call plans.
• Perform customer servicing interactions while adhering to risk controls and compliance.
• Promote an environment aligned with the bank's brand and maintain internal controls.
• Meet registration requirements under the Federal SAFE Act.

Skills

Strong verbal communication

Interpersonal skills

Exceptional customer service

Time management

Prioritization skills

Financial services product knowledge

Tact and diplomacy

Internet user-level technology

Education

High school diploma or GED

Associates degree

Notary public license

Bilingual based on branch needs

Job description

M&T Bank in Milton is seeking a Relationship Banker to identify customer needs and offer appropriate banking solutions. You will manage sales opportunities, service existing customers, and coordinate with internal partners to deliver a seamless branch experience.

The role emphasizes proactive outreach, appointment scheduling, and compliant risk management while maintaining strong customer relationships and in-branch sales performance. A path to growth and strong customer service is offered.