Relationship Banker: Elevate Client Wealth & Service

M&T Bank; Town of Vestal (NY); On-site; USD 28,000 - 47,000; Full time

Job summary

M&T Bank in Vestal, NY seeks an outgoing Customer Service/ Sales Representative to advance branch sales opportunities and strengthen customer relationships. You will manage outreach, profile customers for needs-based discussions, and coordinate onboarding for new accounts.

The role emphasizes proactive engagement, delivering basic financial solutions, and maintaining strong risk controls while supporting the bank’s lobby management and customer experience objectives.

Qualifications

• Minimum 2 years proven retail sales, customer service or telesales experience
• Strong verbal communication and interpersonal skills are required
• Proven ability to deliver exceptional customer service
• Organized with good time management and prioritization skills
• Basic financial services product knowledge and ability to discuss options

Responsibilities

• Play key role in relationship management, sales process and risk management within the branch.
• Identify customer needs and present appropriate product/service options across partners.
• Proactively reach out to clients via email or phone to educate on value-added products.
• Onboard new customers and schedule follow-up appointments for next week.
• Adhere to compliance and risk controls and support M&T Bank brand standards.

Skills

Verbal communication

Interpersonal skills

Customer service

Time management

Internet proficiency

Education

High school diploma or GED

Associates degree (preferred)

Notary public license

Job description

M&T Bank in Vestal, NY seeks an outgoing Customer Service/ Sales Representative to advance branch sales opportunities and strengthen customer relationships. You will manage outreach, profile customers for needs-based discussions, and coordinate onboarding for new accounts.

The role emphasizes proactive engagement, delivering basic financial solutions, and maintaining strong risk controls while supporting the bank’s lobby management and customer experience objectives.