Relationship Banker: Client Growth & Service

M&T Bank; Naugatuck (CT); On-site; USD 30,000 - 52,000; Full time

Job summary

M&T Bank in Naugatuck, CT is seeking a Branch Sales Specialist to identify customer needs and present suitable financial solutions during outreach and in-branch interactions. You will manage relationship building, conduct pre-call planning, and coordinate with internal partners to refer complex needs while ensuring compliance and a high standard of customer service.

Responsibilities include outbound calls, account openings, and scheduling appointments, with a focus on trust-building and

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, Sales Process and Risk Management.
• Complete basic research on customer profiles to assess value and guide discussions.
• Identify financial needs and present product/service options with partners.
• Proactively reach out to clients via email or phone to educate on products.
• Onboard new customers through outreach and establish trust.
• Schedule and hold appointments weekly; prepare with a pre-call plan.
• Perform customer servicing interactions and adhere to risk controls.
• Promote M&T Bank brand and maintain internal controls.

Education

Associates degree

Notary public license

Job description

M&T Bank in Naugatuck, CT is seeking a Branch Sales Specialist to identify customer needs and present suitable financial solutions during outreach and in-branch interactions. You will manage relationship building, conduct pre-call planning, and coordinate with internal partners to refer complex needs while ensuring compliance and a high standard of customer service.

Responsibilities include outbound calls, account openings, and scheduling appointments, with a focus on trust-building and