Relationship Banker: Grow Client Relationships & Sales

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

Job summary

M&T Bank in York, PA seeks a branch-driven Banking Professional to identify customer needs and deliver proactive basic sales solutions through in-branch outreach. You will lead sales opportunities, manage relationships, and coordinate with partners to optimize the banking experience.

Responsibilities include client profiling, outbound outreach, appointment preparation, and ensuring compliance with regulatory standards.

Qualifications

• High school diploma or equivalent required; 2+ years in retail sales, call center, customer service or telesales.
• Notary public license is a preferred qualification.
• Strong verbal and interpersonal skills; exceptional customer service.

Responsibilities

• Serve as the focal point for sales, service and referrals in the branch.
• Identify customer needs and present product and service options.
• Proactively reach out to clients via email or phone to educate on bank products.
• Onboard new customers and schedule regular appointments.
• Maintain compliance with risk controls and bank policies.

Skills

Retail sales

Customer service

Communication skills

Outbound calling

Education

High school diploma

Associates degree

Notary public license

Job description

M&T Bank in York, PA seeks a branch-driven Banking Professional to identify customer needs and deliver proactive basic sales solutions through in-branch outreach. You will lead sales opportunities, manage relationships, and coordinate with partners to optimize the banking experience.

Responsibilities include client profiling, outbound outreach, appointment preparation, and ensuring compliance with regulatory standards.