Relationship Banker: Proactive Banking & Client Growth

M&T Bank Corporation

Middletown Township (PA)

On-site

USD 28,000 - 47,000

Full time

4 days ago

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Job summary

M&T Bank Corporation is seeking a branch-focused professional to identify customer needs, manage relationships, and drive basic sales opportunities through proactive outreach. You will open accounts, assess opportunities, and partner with teams to present suitable financial solutions.

The role emphasizes customer service, sales discipline, and adherence to KYC/CIP procedures while supporting branch goals and risk controls.

Qualifications

Retail sales, call center, customer service and/or telesales 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.

Responsibilities

Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling).
Sales Process (profile/pre-call planning, outreach, appointment preparation, interaction/appointment, follow-up).
Risk Management (audit requirements, fraud prevention, Know Your Customer (KYC) and CIP).
Identify financial needs of customers and present product and service options with internal partners.
Proactively educate clients on value-added products/services and onboard new customers through outreach.