Relationship Banker: Elevate Client Care & Sales Success

001 Manufacturers and Traders Trust Co; Lexington (MA); On-site; USD 33,000 - 55,000; Full time

Job summary

M&T Bank Corporation in Lexington, MA seeks a branch-focused professional to identify customer needs and provide proactive basic sales solutions. You will engage in outreach, support account openings, and connect clients with appropriate product and service options through collaboration with internal partners.

The role emphasizes maintaining compliance, delivering strong customer service, and building trusted relationships with both retail and business clients.

Qualifications

• High school diploma or GED with at least 2 years in retail sales, call center, customer service or telesales.
• Associates degree is preferred.
• Strong verbal communication and interpersonal skills.
• Proven ability to deliver exceptional customer service.

Responsibilities

• Identify sales opportunities through relationship management and outbound calls.
• Manage the sales process from outreach to appointment preparation and follow-up.
• Ensure compliance with audit, KYC and CIP requirements.
• Research customer profiles to tailor financial solutions and coordinate with internal partners.
• Educate clients on value-added products/services through proactive outreach.

Skills

Verbal communication

Interpersonal skills

Customer service

Notary license

Education

High school diploma or GED

Associates degree

Job description

M&T Bank Corporation in Lexington, MA seeks a branch-focused professional to identify customer needs and provide proactive basic sales solutions. You will engage in outreach, support account openings, and connect clients with appropriate product and service options through collaboration with internal partners.

The role emphasizes maintaining compliance, delivering strong customer service, and building trusted relationships with both retail and business clients.