Relationship Banker: Grow Client Relationships & Solutions

M&T Bank; Exeter (NH); On-site; USD 33,000 - 55,000; Full time

Job summary

M&T Bank in Exeter, New Hampshire, is seeking a branch-focused sales and service professional to identify customer needs and offer basic solutions, with referrals for complex opportunities. The role centers on proactive outreach, account openings, and ongoing client relationship building.

The position emphasizes effective communication, consistent service quality, and adherence to KYC/CIP and regulatory requirements, with on-site responsibilities in a retail banking environment.

Qualifications

• Strong verbal communication and interpersonal skills.
• Proven retail sales, call center, customer service and/or telesales experience.
• Associates degree preferred and Notary license a plus.

Responsibilities

• Play key role in Relationship Management and Sales processes in the branch.
• Profile customers and plan outreach, assess needs and schedule appointments.
• Identify financial needs and present product/service options with internal partners.
• Proactively educate clients on value-added products and services to meet goals.
• Onboard new customers and maintain ongoing relationship through proactive outreach.

Skills

Verbal communication

Customer service

Time management

Sales experience

Education

High school diploma or GED

Associates degree

Notary license

Job description

M&T Bank in Exeter, New Hampshire, is seeking a branch-focused sales and service professional to identify customer needs and offer basic solutions, with referrals for complex opportunities. The role centers on proactive outreach, account openings, and ongoing client relationship building.

The position emphasizes effective communication, consistent service quality, and adherence to KYC/CIP and regulatory requirements, with on-site responsibilities in a retail banking environment.