Relationship Banker: Grow Clients & Deliver Value

M&T Bank Corporation

Baltimore (MD)

On-site

USD 32,000 - 51,000

Full time

8 days ago
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Job summary

M&T Bank Corporation is seeking a branch-focused sales and service professional in Baltimore, MD. You will identify customer needs, manage sales opportunities and participate in outbound outreach across retail and business clients.

The role emphasizes relationship management, account openings, and proactive value-added product recommendations while maintaining compliance and risk controls.

Qualifications

  • High school diploma or GED; at least 2 years proven retail sales, call center, customer service or telesales experience.
  • Strong verbal communication and interpersonal skills.
  • Proven ability to demonstrate exceptional customer service.
  • Well-organized with time management and prioritization skills.
  • Demonstrated financial services product knowledge.
  • Ability to communicate with tact and diplomacy with internal and external customers.
  • Proficient with internet user-level technology.

Responsibilities

  • Play key role in Relationship Management, profiling for sales opportunities, account opening and lead-focused outbound calling.
  • Sales process activities including outreach, appointment preparation, interaction and follow-up.
  • Risk management including audit requirements, fraud prevention, KYC and CIP.
  • Identify financial needs of customers and present product and service options with internal partners.
  • Proactively reach out to clients via e-mail or phone to educate on value-added products/services.
  • Onboard new customers through outreach and schedule weekly appointments.
  • Prepare for scheduled appointments with a pre-call plan and perform customer servicing interactions.
  • Adhere to compliance/operational risk controls and promote M&T Bank brand.

Skills

Retail sales
Customer service
Telesales
Verbal communication

Education

High School Diploma or GED
Associates degree

Job description

M&T Bank Corporation is seeking a branch-focused sales and service professional in Baltimore, MD. You will identify customer needs, manage sales opportunities and participate in outbound outreach across retail and business clients.

The role emphasizes relationship management, account openings, and proactive value-added product recommendations while maintaining compliance and risk controls.

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