Relationship Banker: Proactive Banking & Growth

M&T Bank Corporation; Wilmington (DE); On-site; USD 31,000 - 52,000; Full time

Job summary

M&T Bank Corporation seeks a customer-focused professional to drive in-branch sales and servicing. You will identify customer needs, profile accounts for sales opportunities, and collaborate with partners to offer banking solutions.

You will onboard new clients, schedule follow-ups, and prepare for meetings with proactive outreach while adhering to compliance and risk controls. Strong communication and organizational skills are essential.

Qualifications

• High school diploma or GED required with 2 years of proven retail sales, call center, customer service or telesales experience or 1 year of proactive sales experience.
• Demonstrated financial services product knowledge and strong communication skills.
• Organized with good time management and prioritization skills.
• Notary license and bilingual ability are preferred per branch needs.

Responsibilities

• Identify sales opportunities through customer assessments and profiling.
• Prepare pre-call plans and outreach for appointments with clients.
• Refer complex needs to appropriate partners and document client interactions.
• Onboard new customers through proactive outreach and educate on value-added products.
• Maintain compliance with risk controls and audit requirements.

Skills

Relationship management

Customer service

Sales experience

Verbal communication

Education

High school diploma or GED

Associates degree

Notary public license

Bilingual per branch needs

Job description

M&T Bank Corporation seeks a customer-focused professional to drive in-branch sales and servicing. You will identify customer needs, profile accounts for sales opportunities, and collaborate with partners to offer banking solutions.

You will onboard new clients, schedule follow-ups, and prepare for meetings with proactive outreach while adhering to compliance and risk controls. Strong communication and organizational skills are essential.