Relationship Banker: Client Growth & Solutions

M&T Bank; Old Saybrook (CT); On-site; USD 32,000 - 51,000; Full time

Job summary

M&T Bank in Old Saybrook, CT, is seeking a branch-focused Relationship Manager to identify customer needs through the bank’s retail sales process and provide proactive basic sales solutions. The role emphasizes outreach for basic needs and referrals for complex needs to appropriate partners.

The position drives customer engagement at the branch, manages appointments, and ensures compliance with risk controls while promoting the M&T Bank brand. Strong sales and service orientation are essential.

Qualifications

• High school diploma or GED with 2 years proven retail sales, call center, customer service and/or telesales experience.
• Strong verbal communication and interpersonal skills.
• Proficient with internet user-level technology.

Responsibilities

• Play key role in Relationship Management, sales process and risk management within branch operations.
• Complete basic research on customer profiles to tailor financial guidance.
• Identify financial needs and present product/service options with internal partners.
• Proactively reach out to clients via email or phone to educate on value-added products.

Skills

Retail sales

Customer service

Telesales

Verbal communication

Interpersonal skills

Education

High school diploma or GED

Associates degree

Job description

M&T Bank in Old Saybrook, CT, is seeking a branch-focused Relationship Manager to identify customer needs through the bank’s retail sales process and provide proactive basic sales solutions. The role emphasizes outreach for basic needs and referrals for complex needs to appropriate partners.

The position drives customer engagement at the branch, manages appointments, and ensures compliance with risk controls while promoting the M&T Bank brand. Strong sales and service orientation are essential.