Relationship Banker: Grow Client Partnerships & Solutions

001 Manufacturers and Traders Trust Co; Worcester (MA); On-site; USD 31,000 - 52,000; Full time

Benefits offered by this job

Competitive benefits

Volunteer time off

Job summary

M&T Bank Worcester is seeking a customer-focused professional to drive branch sales and service. You will identify customer needs, present banking solutions, and refer complex requests to specialists while maintaining strong compliance and risk controls.

Key responsibilities include outbound outreach, appointment preparation, and onboarding of new clients. Local customers will benefit from proactive education on value-added products and a supportive team environment.

Qualifications

• High school diploma or GED required with 2 years of proven retail sales, call center, customer service or telesales experience, or 1 year of proactive sales experience.
• Associates degree or Notary license preferred; bilingual ability based on branch needs.

Responsibilities

• Identify sales opportunities through relationship management, customer assessments and outbound calls.
• Present banking products and services to meet customer needs in collaboration with internal partners.
• Onboard new customers and schedule follow-up appointments.
• Maintain compliance with risk controls and regulatory standards.

Skills

Retail sales

Customer service

Telesales

Verbal communication

Time management

Education

High school diploma

Associates degree (preferred)

Job description

M&T Bank Worcester is seeking a customer-focused professional to drive branch sales and service. You will identify customer needs, present banking solutions, and refer complex requests to specialists while maintaining strong compliance and risk controls.

Key responsibilities include outbound outreach, appointment preparation, and onboarding of new clients. Local customers will benefit from proactive education on value-added products and a supportive team environment.