Relationship Banker: Growth & Solutions Pro

M&T Bank; Red Bank (NJ); On-site; USD 34,000 - 58,000; Full time

Job summary

M&T Bank is seeking a branch-focused professional to identify customer needs, manage sales opportunities, and onboard new clients. You will drive outreach, deliver tailored product options, and coordinate with partners to grow banking relationships in a compliant environment.

The role emphasizes proactive client contact, appointment scheduling, and maintaining strong customer service standards in a retail banking setting.

Qualifications

• Minimum 2 years proven retail sales, call center, customer service and/or telesales experience.
• High school diploma or GED and minimum 1 year proven proactive sales experience.
• Strong verbal communication and interpersonal skills.
• Proven ability to demonstrate exceptional customer service.
• Well-organized individual 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

• Identify sales opportunities and profile customers for needs-based discussions.
• Complete research to assess potential value in banking relationships.
• Present product/service options and coordinate with internal partners.
• Proactively reach out to clients to educate on value-added offerings.
• Onboard new customers and schedule follow-up appointments.
• Maintain trust with existing clients through regular proactive outreach.
• Adhere to compliance, risk controls, and audit requirements.

Skills

Retail sales

Call center

Customer service

Telesales

Verbal communication

Time management

Organization

Financial products

Education

High school diploma or GED

Associates degree

Notary public license

Job description

M&T Bank is seeking a branch-focused professional to identify customer needs, manage sales opportunities, and onboard new clients. You will drive outreach, deliver tailored product options, and coordinate with partners to grow banking relationships in a compliant environment.

The role emphasizes proactive client contact, appointment scheduling, and maintaining strong customer service standards in a retail banking setting.