Relationship Banker: Proactive Client Advisory & Growth

M&T Bank Corporation; Red Bank (NJ); On-site; USD 34,000 - 56,000; Full time

Job summary

M&T Bank Corporation in Red Bank, New Jersey, seeks a Branch Relationship Manager to identify sales opportunities, deliver banking solutions, and enhance the customer experience through proactive outreach. The role focuses on servicing existing customers, onboarding new clients, and coordinating with internal partners to meet financial goals.

The position requires strong communication, customer service, and product knowledge, with a focus on risk management and regulatory compliance within a

Qualifications

• High school diploma or GED required; 2+ years in retail sales, call center, customer service or telesales preferred.
• Strong verbal and interpersonal communication.
• Proven exceptional customer service.
• Well-organized with good time management and prioritization.
• Demonstrated financial services product knowledge.
• Able to communicate with tact and diplomacy; proficient with internet tools.

Responsibilities

• Serve as the branch focal point for sales, service and referrals to drive branch goals.
• Drive customer flow and growth by identifying sales opportunities with existing customers.
• Perform outreach via phone or email to educate customers on value-added products and services.
• Onboard new customers through targeted outreach and build trust with existing clients.
• Prepare for appointments with pre-call planning and conduct follow-up activities.
• Maintain compliance with risk controls and company policies.

Skills

Verbal communication

Interpersonal skills

Customer service

Time management

Financial product knowledge

Technology literacy

Education

High school diploma or GED

Associates degree

Job description

M&T Bank Corporation in Red Bank, New Jersey, seeks a Branch Relationship Manager to identify sales opportunities, deliver banking solutions, and enhance the customer experience through proactive outreach. The role focuses on servicing existing customers, onboarding new clients, and coordinating with internal partners to meet financial goals.

The position requires strong communication, customer service, and product knowledge, with a focus on risk management and regulatory compliance within a