Relationship Banker: Proactive Banking Advocate

M&T Bank Corporation

Catonsville (MD)

On-site

USD 31,000 - 52,000

Full time

5 days ago
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Job summary

M&T Bank Corporation in Catonsville, MD is seeking a Customer Service/Relationship Associate to identify customer needs and promote basic bank products through proactive outreach and branch interactions.

You will conduct profile assessments, schedule appointments, onboard new customers, and collaborate with partners to present appropriate options while maintaining compliance and risk controls.

Qualifications

  • High school diploma or GED and 2+ years in retail sales/service or 1 year proactive sales experience.
  • Strong verbal communication and interpersonal skills.
  • Proficient with internet user-level technology.

Responsibilities

  • Lead relationship management through assessments, profiling, and outbound outreach.
  • Identify sales opportunities, open accounts, and coordinate with partners.
  • Schedule appointments, prepare for meetings, and follow up with clients.
  • Promote basic banking products and address customer needs in a compliant manner.
  • Maintain branch controls and support risk management and KYC requirements.

Skills

Verbal communication
Interpersonal skills
Customer service
Time management

Education

High school diploma or GED
Associates degree

Job description

M&T Bank Corporation in Catonsville, MD is seeking a Customer Service/Relationship Associate to identify customer needs and promote basic bank products through proactive outreach and branch interactions.

You will conduct profile assessments, schedule appointments, onboard new customers, and collaborate with partners to present appropriate options while maintaining compliance and risk controls.

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