Relationship Banker: Grow Clients with Trusted Banking Solutions

M&T Bank Corporation; Boston (MA); On-site; USD 33,000 - 55,000; Full time

Job summary

M&T Bank Corporation in Boston, MA is seeking a branch-focused Relationship Manager to identify customer needs, conduct outreach, and present banking solutions. You will open accounts, collaborate with partners, and ensure compliance with KYC/CIP standards.

The role emphasizes proactive customer engagement, appointment planning, and accurate risk management within a retail banking environment.

Qualifications

• High school diploma or GED required with 1–2 years in retail sales or customer service.
• Associates degree preferred and notary license a plus.
• Solid knowledge of financial products and risk controls.

Responsibilities

• Identify customer needs and present banking products and services.
• Manage sales opportunities and conduct outbound outreach.
• Open accounts and coordinate with internal partners for referrals.
• Maintain compliant processes including KYC/CIP requirements.
• Schedule and prepare for customer meetings and follow ups.

Skills

Retail sales

Customer service

Outbound calling

Financial products

Fraud awareness

KYC/CIP

Education

High school diploma or GED

Associates degree

Notary public license

Job description

M&T Bank Corporation in Boston, MA is seeking a branch-focused Relationship Manager to identify customer needs, conduct outreach, and present banking solutions. You will open accounts, collaborate with partners, and ensure compliance with KYC/CIP standards.

The role emphasizes proactive customer engagement, appointment planning, and accurate risk management within a retail banking environment.