Relationship Banker: Growth, Service & Outreach

M&T Bank; Vernon (CT); On-site; USD 31,000 - 52,000; Full time

Job summary

M&T Bank in Vernon, CT is seeking a customer-focused Branch Sales Specialist to identify needs during in-branch and outreach interactions. You will present simple banking solutions and refer complex needs to specialists as needed.

Responsibilities include proactive outreach, appointment scheduling, onboarding new customers, and maintaining regulatory compliance. Strong communication, organization, and product knowledge are essential to succeed in this role.

Qualifications

• High school diploma or GED with 2+ years in retail sales, call center, or customer service.
• Associates degree preferred for advancement.
• Notary license and bilingual ability are a plus.
• Strong communication and customer-service orientation required.

Responsibilities

• Play key role in Relationship Management, sales process and risk management.
• Conduct outbound calls and outreach to identify sales opportunities.
• Profile customers and assess financial needs to present appropriate options.
• Onboard new customers through outreach and handle account openings.
• Schedule appointments and prepare for meetings with pre-call planning.
• Ensure compliance with internal controls and regulatory requirements.

Skills

Verbal communication

Interpersonal skills

Customer service

Time management

Financial products knowledge

Digital literacy

Education

High school diploma or GED

Associates degree

Notary public license

Bilingual

Job description

M&T Bank in Vernon, CT is seeking a customer-focused Branch Sales Specialist to identify needs during in-branch and outreach interactions. You will present simple banking solutions and refer complex needs to specialists as needed.

Responsibilities include proactive outreach, appointment scheduling, onboarding new customers, and maintaining regulatory compliance. Strong communication, organization, and product knowledge are essential to succeed in this role.