Relationship Banker: Proactive Client Advisor

M&T Bank Corporation; Springfield (MA); On-site; USD 28,000 - 47,000; Full time

Benefits offered by this job

Medical benefits

Retirement plan

Volunteer time off

Job summary

M&T Bank Corporation in Springfield, MA is seeking a branch sales professional to identify customer needs, conduct profile assessments, and present banking solutions. You will engage in outbound outreach, schedule appointments, open basic accounts, and refer complex needs to specialists while maintaining compliance with risk and KYC/CIP requirements.

As the focal point for sales and service in the branch, you will build trust with clients, support daily operations, and contribute to a seamless

Qualifications

• High school diploma or GED with 2 years retail sales or customer service experience.
• Strong verbal communication and interpersonal skills.
• Proven ability to deliver exceptional customer service.
• Notary public license (preferred) and willingness to obtain as needed.

Responsibilities

• Assess sales opportunities and profile customers for outreach.
• Open accounts and support lead-focused outbound calls.
• Prepare for appointments and follow up after meetings.
• Provide basic banking solutions and refer complex needs to specialists.
• Maintain compliance with risk and KYC/CIP requirements.
• Schedule weekly appointments and prepare pre-call plans.

Skills

Retail sales

Customer service

Communication skills

Telesales

Financial services knowledge

Education

High school diploma or GED

Associates degree

Job description

M&T Bank Corporation in Springfield, MA is seeking a branch sales professional to identify customer needs, conduct profile assessments, and present banking solutions. You will engage in outbound outreach, schedule appointments, open basic accounts, and refer complex needs to specialists while maintaining compliance with risk and KYC/CIP requirements.

As the focal point for sales and service in the branch, you will build trust with clients, support daily operations, and contribute to a seamless