Relationship Banker: Drive Client Growth & Service

M&T Bank; Timonium (MD); On-site; USD 32,000 - 52,000; Full time

Job summary

M&T Bank in Timonium, MD is seeking a branch Relationship Manager/Sales Associate to identify customer needs and present banking solutions through outreach and referrals. You will manage the customer experience in-branch, assess needs, open accounts, and coordinate with partners to fulfill financial goals.

The role emphasizes proactive outreach via phone and email, appointment setting, risk controls, and adherence to regulatory standards.

Qualifications

• High school diploma or GED required with 2+ years in retail sales, call center, customer service or telesales.
• Strong verbal communication and interpersonal skills; ability to deliver exceptional customer service.
• Proven ability to organize, manage time, and prioritize tasks.
• Knowledge of financial services products and sales processes.

Responsibilities

• Identify customer needs and present banking product options with internal partners.
• Outreach to clients via phone/email to educate on value-added products/services.
• Onboard new customers through outreach and schedule follow-ups.
• Maintain branch sales, service, and referral opportunities while following risk controls.

Skills

Retail sales

Customer service

Telesales

Communication

Education

High school diploma or GED

Associates degree

Tools

Phone system

Job description

M&T Bank in Timonium, MD is seeking a branch Relationship Manager/Sales Associate to identify customer needs and present banking solutions through outreach and referrals. You will manage the customer experience in-branch, assess needs, open accounts, and coordinate with partners to fulfill financial goals.

The role emphasizes proactive outreach via phone and email, appointment setting, risk controls, and adherence to regulatory standards.