Relationship Banker: Proactive Client Growth & Service

M&T Bank; Kentucky; On-site; USD 35,000 - 58,000; Full time

Benefits offered by this job

Notary public license

Job summary

M&T Bank is seeking a customer-focused professional to manage branch sales and service interactions. You will identify opportunities, educate clients on banking products, and onboard new customers through proactive outreach.

The role emphasizes timely follow-ups, appointment scheduling, and maintaining compliance while delivering a positive customer experience across retail and business banking channels.

Qualifications

• High school diploma or GED with 2 years proven retail sales, call center, customer service, or telesales experience.
• Strong verbal communication and interpersonal skills.
• Proficient with internet user-level technology.

Responsibilities

• Identify sales opportunities and refer complex needs to appropriate teams.
• Reach out to customers via e-mail or phone to educate on products and services.
• Onboard new customers and schedule follow-up appointments.
• Promote the branch goals while adhering to risk controls and compliance.

Skills

Retail sales

Customer service

Communication

Education

High school diploma or GED

Associates degree

Job description

M&T Bank is seeking a customer-focused professional to manage branch sales and service interactions. You will identify opportunities, educate clients on banking products, and onboard new customers through proactive outreach.

The role emphasizes timely follow-ups, appointment scheduling, and maintaining compliance while delivering a positive customer experience across retail and business banking channels.