Relationship Banker: Grow Client Relationships & Solutions

M&T Bank Corporation; Portland (ME); On-site; USD 28,000 - 47,000; Full time

Benefits offered by this job

Competitive benefits

Volunteer time off

Job summary

M&T Bank Corporation, a financial holding company, is seeking a branch professional in Portland, ME. The role focuses on sales, service and referrals, supporting branch goals and customer flow, with emphasis on relationship management and proactive outreach.

Responsibilities include assessing customer needs, presenting banking options, onboarding new clients, and maintaining compliance. Strong communication and a customer-service mindset are essential. This is an on-site position in Portland.

Qualifications

• High school diploma or GED with 2 years of proven retail sales, call center, customer service or telesales experience.
• Strong verbal communication and interpersonal skills; exceptional customer service.
• Proficient with internet user-level technology; well-organized with time management and prioritization skills.

Responsibilities

• Drive relationship management through customer assessments and profiling for sales opportunities.
• Lead sales process activities: outreach, appointments, follow-up and cross-sell of banking products.
• Onboard new customers via outreach and ensure compliance with KYC and CIP requirements.
• Maintain branch goals through effective service and referral opportunities while preventing losses and fraud.

Skills

Retail sales

Customer service

Communication

Time management

Education

High school diploma or equivalent (GED)

Associates degree

Notary public license

Job description

M&T Bank Corporation, a financial holding company, is seeking a branch professional in Portland, ME. The role focuses on sales, service and referrals, supporting branch goals and customer flow, with emphasis on relationship management and proactive outreach.

Responsibilities include assessing customer needs, presenting banking options, onboarding new clients, and maintaining compliance. Strong communication and a customer-service mindset are essential. This is an on-site position in Portland.