Relationship Banker: Growth & Client Solutions

3M HEALTHCARE; Village of Westhampton Beach (NY); On-site; USD 38,007 - 63,342; Full time

Job summary

M&T Bank in Westhampton Beach, NY is seeking a Relationship Banker to grow the branch's customer base through proactive outreach and by leveraging the bank's sales process.

You will develop new relationships, assess customer needs, and guide clients through accounts, loans, and related services with strong attention to risk controls and regulatory requirements. Strong communication and multitasking abilities are essential.

Qualifications

• High school diploma or GED and 3+ years retail sales / customer service experience.
• Strong verbal communication and interpersonal skills.
• Proven ability to deliver exceptional customer service.
• Ability to communicate in English and a second language per branch needs (assessment).

Responsibilities

• Develop new customer relationships and retain existing ones.
• Profile customers, identify sales opportunities, and advance loan and product referrals.
• Ensure compliance with KYC/CIP and audit requirements.
• Represent the branch at community events and build Centers of Influence.

Skills

Customer service

Sales experience

Verbal communication

Bilingual ability

Education

High school diploma or GED

Notary public license

Job description

M&T Bank in Westhampton Beach, NY is seeking a Relationship Banker to grow the branch's customer base through proactive outreach and by leveraging the bank's sales process.

You will develop new relationships, assess customer needs, and guide clients through accounts, loans, and related services with strong attention to risk controls and regulatory requirements. Strong communication and multitasking abilities are essential.