Relationship Banker: Proactive Client Advocate

M&T Bank Corporation; Montoursville (Lycoming County); On-site; USD 28,000 - 47,000; Full time

Benefits offered by this job

Medical & retirement benefits

Job summary

M&T Bank Corporation is seeking a branch-focused sales and service professional in Montoursville, PA. This role focuses on assessing customer needs and guiding them through account openings and product options while maintaining strong risk controls.

The position emphasizes proactive outreach, scheduled appointments, and ongoing customer servicing to grow the branch’s sales and deepen client relationships.

Qualifications

• High school diploma or GED with 2+ years in retail sales, call center, or customer service.
• Proven ability to demonstrate exceptional customer service.
• Strong communication and interpersonal skills; organized with good time management.

Responsibilities

• Play key role in Relationship Management: assessments, profiling for sales, account opening, outbound calling.
• Sales process activities: pre-call planning, outreach, appointment prep, interaction, follow-up.
• Risk management: audits, fraud prevention, KYC and CIP.
• Research customer profiles to add value to banking relationships.
• Identify financial needs and present product/service options with internal partners.
• Proactively educate clients on value-added products via email or phone.

Skills

Strong verbal communication

Interpersonal skills

Time management

Proven sales experience

Education

High school diploma or GED

Associates degree

Notary public license

Job description

M&T Bank Corporation is seeking a branch-focused sales and service professional in Montoursville, PA. This role focuses on assessing customer needs and guiding them through account openings and product options while maintaining strong risk controls.

The position emphasizes proactive outreach, scheduled appointments, and ongoing customer servicing to grow the branch’s sales and deepen client relationships.