Relationship Banker: Client Growth & Outreach

M&T Bank Corporation; Boston (MA); On-site; USD 33,000 - 55,000; Full time

Benefits offered by this job

Medical benefits

Retirement plan

Paid volunteer time

Job summary

M&T Bank Corporation in Boston, MA seeks a branch-focused sales & service professional to identify needs, conduct outreach, and present banking solutions.

Role emphasizes outbound activity, appointment-based sales, and onboarding of new customers while maintaining strict compliance and risk controls. Strong communication and customer-service skills are essential, with banking product knowledge a plus.

Qualifications

• Retail sales and/or telesales experience required.
• Proactive sales experience with strong customer focus preferred.
• Familiarity with banking products is a plus.

Responsibilities

• Identify sales opportunities and profile customers for referrals.
• Conduct outbound calls and outreach to drive sales and service.
• Prepare for and conduct sales appointments with customers.
• Educate customers on value-added banking products and services.
• Onboard new customers and build trust through proactive outreach.
• Maintain compliance with risk controls and KYC/CIP procedures.

Skills

Strong verbal communication

Interpersonal skills

Customer service excellence

Time management

Organization

Product knowledge

Diplomacy in communications

Internet proficiency

Education

High school diploma or GED with 2+ years of sales experience

High school diploma or GED with 1 year proactive sales experience

Associates degree

Notary public license

Bilingual (branch needs)

Job description

M&T Bank Corporation in Boston, MA seeks a branch-focused sales & service professional to identify needs, conduct outreach, and present banking solutions.

Role emphasizes outbound activity, appointment-based sales, and onboarding of new customers while maintaining strict compliance and risk controls. Strong communication and customer-service skills are essential, with banking product knowledge a plus.