Relationship Banker | Grow Client Relationships & Service

M&T Bank; New York (NY); On-site; USD 31,000 - 52,000; Full time

Job summary

M&T Bank in Columbia, Maryland seeks a branch-focused relationship advocate to assess customers’ financial needs and guide them to suitable products. You will engage in proactive outreach, onboard new clients, and maintain trust through consistent service.

The role emphasizes sales opportunities within a retail banking environment, with emphasis on risk controls and regulatory adherence. Strong communication and customer service skills are essential.

Qualifications

• High school diploma or GED with at least 2 years in retail sales or customer service.
• Strong verbal communication and interpersonal skills.
• Ability to present financial options and guide customers toward appropriate solutions.

Responsibilities

• Identify customer needs and reference basic banking products to address them.
• Engage in outbound calls and emails to educate clients on value-added services.
• Onboard new customers and maintain proactive outreach to existing clients.
• Maintain compliance with risk controls and regulatory requirements.

Skills

Verbal communication

Interpersonal skills

Customer service

Sales experience

Education

High School Diploma or GED

Associates degree (preferred)

Job description

M&T Bank in Columbia, Maryland seeks a branch-focused relationship advocate to assess customers’ financial needs and guide them to suitable products. You will engage in proactive outreach, onboard new clients, and maintain trust through consistent service.

The role emphasizes sales opportunities within a retail banking environment, with emphasis on risk controls and regulatory adherence. Strong communication and customer service skills are essential.