Relationship Banker: Client Growth & Solutions

Williamsport, PA; Milton (Northumberland County); On-site; USD 28,000 - 47,000; Full time

Job summary

M&T Bank Milton Branch is hiring a Relationship Banker to identify customer needs, drive sales, and manage accounts in a proactive, compliant manner. The role focuses on lobby management, servicing, and sales interactions for retail and business customers.

Applicants should have a high school diploma (GED) with retail sales or customer service experience; positive communication and organizational skills are essential.

Qualifications

• High school diploma or GED with 2 years proven retail sales, call center, customer service and/or telesales experience OR a high school diploma or GED with 1 year proactive sales experience.
• Strong verbal communication and interpersonal skills.
• Proven ability to deliver exceptional customer service.
• Well-organized with time management and prioritization skills.
• Demonstrated financial services product knowledge is a plus.

Responsibilities

• Identify customers' needs and present appropriate product options with internal partners.
• Reach out to clients via email or phone to educate on value-added products/services.
• Onboard new customers through targeted outreach.
• Maintain compliance with company policies and regulatory standards.

Skills

Retail sales

Customer service

Telesales

Communication

KYC knowledge

Education

High school diploma or GED

Associates degree

Job description

M&T Bank Milton Branch is hiring a Relationship Banker to identify customer needs, drive sales, and manage accounts in a proactive, compliant manner. The role focuses on lobby management, servicing, and sales interactions for retail and business customers.

Applicants should have a high school diploma (GED) with retail sales or customer service experience; positive communication and organizational skills are essential.