Relationship Banker: Growth & Trusted Client Service

001 Manufacturers and Traders Trust Co; Town of Red Hook (NY); On-site; USD 31,000 - 52,000; Full time

Job summary

M&T Bank Corporation in Red Hook, NY is seeking a branch-focused sales and customer service professional to identify needs, offer basic financial solutions, and refer complex cases to specialists. You will manage outreach, schedule appointments, and onboard new customers while maintaining strong risk and compliance awareness.

The role emphasizes relationship management, daily customer interactions, and contributing to branch sales targets with in-depth product knowledge and customer-centric

Qualifications

• High school diploma or GED and a minimum of 2 years proven retail sales, call center, customer service and/or telesales experience OR a high school diploma or GED with 1 year 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.

Responsibilities

• Identify customers' needs through the bank’s retail sales process and provide proactive basic sales solutions.
• Reference KYC/CIP and risk controls while building trust in client relationships.
• Proactively reach out to clients via e-mail or phone to educate on value-added products/services.
• Onboard new customers and set up follow-up appointments.
• Execute branch sales, service and referral opportunities to support branch goals.

Skills

Customer service

Sales outreach

Communication skills

Time management

Education

High school diploma or GED

Associates degree

Job description

M&T Bank Corporation in Red Hook, NY is seeking a branch-focused sales and customer service professional to identify needs, offer basic financial solutions, and refer complex cases to specialists. You will manage outreach, schedule appointments, and onboard new customers while maintaining strong risk and compliance awareness.

The role emphasizes relationship management, daily customer interactions, and contributing to branch sales targets with in-depth product knowledge and customer-centric