Relationship Banker: Grow Client Relationships

M&T Bank; Chicopee (MA); On-site; USD 28,000 - 47,000; Full time

Job summary

M&T Bank in Chicopee, MA is seeking a Customer Sales Specialist to identify needs, outreach for banking solutions, and refer complex requests to the right team. You will manage appointments, educate clients on products, and uphold retail and risk controls.

The role emphasizes proactive service, relationship building, and accurate documentation in a busy branch environment. Strong communication and client-focused attitudes are required.

Qualifications

• High school diploma or GED required; notary license preferred.
• Associates degree welcomed; bilingual skills a plus.
• Strong verbal communication and solid customer service background.
• Ability to manage time and prioritize tasks in a branch setting.
• Familiarity with basic banking products and services.

Responsibilities

• Profile customers for sales opportunities and support account openings.
• Outbound calls and outreach to educate on value-added banking products.
• Coordinate with internal teams to present appropriate product options.
• Follow up with clients to reinforce relationships and trust.
• Prepare for appointments and conduct effective customer meetings.
• Adhere to compliance and risk controls in line with policy.

Skills

Verbal communication

Customer service

Time management

Interpersonal skills

Tech proficiency

Education

High school diploma or GED

Associates degree

Notary public license

Job description

M&T Bank in Chicopee, MA is seeking a Customer Sales Specialist to identify needs, outreach for banking solutions, and refer complex requests to the right team. You will manage appointments, educate clients on products, and uphold retail and risk controls.

The role emphasizes proactive service, relationship building, and accurate documentation in a busy branch environment. Strong communication and client-focused attitudes are required.