Relationship Banker: Grow Client Relationships & Sales

M&T Bank Corporation; Naugatuck (CT); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Volunteer time off

Health insurance

Job summary

M&T Bank Corporation in Naugatuck, CT seeks a branch-focused associate to identify customer needs and present banking options. The role involves proactive outreach, account openings, and scheduled appointments to drive sales while maintaining risk and compliance standards.

Responsibilities include profiling customers for sales opportunities, onboarding new clients, and coordinating with partners to ensure a smooth customer experience. Strong communication and organizational skills are essential.

Qualifications

• High school diploma or GED plus 2 years proven retail sales, call center, customer service and/or telesales experience OR 1 year proactive sales experience.
• Strong verbal communication and interpersonal skills.
• 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.
• Proficient with internet user-level technology.

Responsibilities

• Identify customer needs and present all appropriate product and service options by working cooperatively with internal partners.
• Engage in branch relationship management through profile and lead-focused outbound calls.
• Schedule appointments and prepare for meetings with pre-call plans.
• Assist customers with account openings and onboarding processes.
• Maintain compliance with risk controls and regulatory requirements.

Skills

Verbal communication

Interpersonal skills

Retail sales

Telesales

Customer service

Time management

Education

High School Diploma or GED

Associates degree (preferred)

Job description

M&T Bank Corporation in Naugatuck, CT seeks a branch-focused associate to identify customer needs and present banking options. The role involves proactive outreach, account openings, and scheduled appointments to drive sales while maintaining risk and compliance standards.

Responsibilities include profiling customers for sales opportunities, onboarding new clients, and coordinating with partners to ensure a smooth customer experience. Strong communication and organizational skills are essential.