Relationship Banker: Grow Client Relationships

M&T Bank; Town of Lysander (NY); Sur place; USD 28 000 - 47 000; Plein temps

Résumé du poste

M&T Bank in Baldwinsville, NY is seeking a branch-focused sales and service professional to identify customer needs and offer proactive basic solutions. You will collaborate with internal partners to present appropriate banking options and manage ongoing client relationships.

You will conduct outreach, schedule appointments, and ensure compliance with risk controls while supporting branch goals and customer satisfaction.

Qualifications

• Strong verbal communication and interpersonal skills.
• Proven ability to demonstrate exceptional customer service.
• Well-organized with time management and prioritization skills.
• Demonstrated financial services product knowledge.
• Ability to communicate with tact and diplomacy with internal and external customers.

Responsabilités

• Play key role in Relationship Management, Sales Process and Risk Management in the branch.
• Complete basic research on customer profiles to assess value and guide discussions.
• Identify financial needs and present product/service options with internal partners.
• Proactively reach out to clients via email or phone to educate on value-added products.
• Onboard new customers through outreach and establish trust with existing clients.

Formation

High school diploma or GED

Associates degree

Notary public license

Bilingual based on branch needs

Description du poste

M&T Bank in Baldwinsville, NY is seeking a branch-focused sales and service professional to identify customer needs and offer proactive basic solutions. You will collaborate with internal partners to present appropriate banking options and manage ongoing client relationships.

You will conduct outreach, schedule appointments, and ensure compliance with risk controls while supporting branch goals and customer satisfaction.