Relationship Banker: Growth, Outreach & Service

M&T Bank; Portland (ME); On-site; USD 43,000 - 71,000; Full time

Job summary

M&T Bank is seeking a branch-focused Relationship Banker in Portland, ME to identify customer needs through the bank’s retail sales process and provide proactive basic sales solutions. You will engage customers, open accounts, and guide them toward suitable products in collaboration with internal partners.

The role emphasizes building trust through proactive outreach, strong customer service, and adherence to regulatory standards, with opportunities for notary and bilingual capabilities

Qualifications

• High school diploma or equivalent (GED) with 2 years of proven retail sales, call center, customer service or telesales experience
• OR High school diploma or equivalent (GED) with 1 year of proven proactive sales 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
• Associates degree preferred
• Notary public license preferred
• Bilingual based on branch needs (optional)

Responsibilities

• Role focuses on relationship management, sales processes, outreach, appointments, and compliance with KYC and CIP requirements
• Research customer profiles to identify potential value in banking relationships
• Identify financial needs and present product/service options with internal partners
• Proactively reach out to clients via email or phone to educate on products/services
• Onboard new customers through outreach and account setup
• Build trust through proactive outreach and regular follow-up
• Schedule and hold weekly appointments; prepare for meetings with a pre-call plan
• Perform customer servicing interactions
• Adhere to risk controls and regulatory standards
• Promote M&T Bank brand and maintain internal controls
• Meet registration requirements under the Federal SAFE Act

Skills

Relationship Management

Sales Skills

Interpersonal skills

Verbal communication

Time management

Customer service

Tech proficiency

Education

Associates degree

Notary public license

Job description

M&T Bank is seeking a branch-focused Relationship Banker in Portland, ME to identify customer needs through the bank’s retail sales process and provide proactive basic sales solutions. You will engage customers, open accounts, and guide them toward suitable products in collaboration with internal partners.

The role emphasizes building trust through proactive outreach, strong customer service, and adherence to regulatory standards, with opportunities for notary and bilingual capabilities