Relationship Banker: Grow Client Relationships & Service

mtb; Old Saybrook (CT); On-site; USD 47,000 - 78,000; Full time

Job summary

M&T Bank in Old Saybrook, CT is seeking a customer-focused professional to drive branch sales and deliver proactive solutions to client needs. You will manage relationships, assess customer profiles, and collaborate with partners to offer appropriate financial options.

The role emphasizes outbound outreach, appointment setting, and adherence to risk controls, with opportunities to grow the customer base in a busy retail environment.

Qualifications

• High school diploma or GED required with 2 years of proven retail sales, call center, customer service or telesales experience; OR 1 year of proactive sales experience.
• Strong verbal communication and interpersonal skills.
• Proven ability to deliver exceptional customer service and manage time effectively.
• Financial services product knowledge and ability to discuss options with customers.

Responsibilities

• Act as the branch focal point for sales, service, and referrals.
• Assist customers with building financial solutions and opening accounts.
• Reach out to clients via email or phone to educate on value-added products.

Skills

Retail sales

Customer service

Time management

Communication

Technology literacy

Education

High school diploma or GED

Associates degree

Notary public license

Bilingual based on branch needs

Job description

M&T Bank in Old Saybrook, CT is seeking a customer-focused professional to drive branch sales and deliver proactive solutions to client needs. You will manage relationships, assess customer profiles, and collaborate with partners to offer appropriate financial options.

The role emphasizes outbound outreach, appointment setting, and adherence to risk controls, with opportunities to grow the customer base in a busy retail environment.