Relationship Banker: Drive Client Growth & Service

M&T Bank; Shrewsbury (York County); Sur place; USD 28 000 - 47 000; Plein temps

Résumé du poste

M&T Bank in Shrewsbury, PA seeks a customer-focused professional to drive branch sales and service. You will identify customer needs, present banking options, open accounts, and refer complex cases to specialists as needed.

This role emphasizes relationship management, outbound outreach, risk awareness, and compliance, with a focus on delivering value to both retail and business customers.

Qualifications

• High school diploma or GED with 2+ years in retail sales or customer service.
• Associates degree preferred or equivalent experience.
• Proficiency in basic banking concepts and digital tools.

Responsabilités

• Play key role in relationship management and sales opportunities.
• Profile customers, plan outreach, and schedule appointments.
• Identify financial needs and present product options with internal partners.
• Proactively contact clients via email or phone to educate on products.
• Onboard new customers and maintain ongoing client engagement.
• Adhere to compliance, risk controls, and KYC/CIP requirements.
• Promote M&T Bank brand and ensure timely responses to inquiries.
• Meet registration requirements under the Federal SAFE Act.

Connaissances

Strong verbal communication

Customer service excellence

Organizational skills

Proficient with internet tech

Formation

High school diploma or GED

Associates degree

Notary public license

Description du poste

M&T Bank in Shrewsbury, PA seeks a customer-focused professional to drive branch sales and service. You will identify customer needs, present banking options, open accounts, and refer complex cases to specialists as needed.

This role emphasizes relationship management, outbound outreach, risk awareness, and compliance, with a focus on delivering value to both retail and business customers.