Relationship Banker: Grow Client Relationships & Solutions

M&T Bank Corporation; Connecticut; Hybrid; USD 35,000 - 58,000; Full time

Job summary

M&T Bank Corporation in Southport, CT is seeking a Relationship Banker to identify customer needs and drive basic sales through outreach and service excellence. You will support onboarding, appointment setting, and productive referrals in a fast-paced branch environment.

The role emphasizes customer service, compliance, and proactive engagement with clients to grow the banking relationship.

Qualifications

• High school diploma or GED and 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 and ability to discuss options.
• Proficient with internet user-level technology.

Responsibilities

• Identify customer needs and present product and service options with branch partners.
• Outreach via e-mail or phone to educate on value-added products.
• Onboard new customers through proactive outreach.
• Schedule and hold appointments; prepare for meetings.
• Adhere to compliance, risk, and KYC/CIP requirements.

Education

High school diploma or GED

Associates degree

Notary public license

Bilingual

Strong verbal communication

Customer service

Retail sales

Time management

Interpersonal skills

Job description

M&T Bank Corporation in Southport, CT is seeking a Relationship Banker to identify customer needs and drive basic sales through outreach and service excellence. You will support onboarding, appointment setting, and productive referrals in a fast-paced branch environment.

The role emphasizes customer service, compliance, and proactive engagement with clients to grow the banking relationship.