Relationship Banker: Proactive Client Growth & Service

Talentify

Shrewsbury (York County)

On-site

USD 28,000 - 47,000

Full time

3 days ago
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Job summary

M&T Bank in Shrewsbury, Pennsylvania is seeking a branch sales and service professional who identifies customer needs, develops opportunities, and opens accounts while referring complex needs to specialists. You will drive sales and uphold risk controls in a retail banking setting.

The role emphasizes relationship management, proactive outreach, and strong communication. A high school diploma and 2+ years in retail sales or customer service are required; associates degree and bilingual ability

Qualifications

  • High school diploma or GED with 2+ years in retail sales, call center, customer service or telesales.
  • Or a high school diploma with 1+ year proactive sales experience.
  • Strong verbal communication and interpersonal skills.
  • Proven exceptional customer service ability.
  • Well-organized with time management and prioritization skills.
  • Demonstrated financial services product knowledge.

Responsibilities

  • Identify customer needs and drive sales opportunities in branch.
  • Perform customer servicing interactions and account openings.
  • Outreach to clients via email or phone to educate on products/services.
  • Maintain compliance with company and regulatory requirements.

Skills

Retail sales
Customer service
Communication
Telesales
CRM knowledge

Education

High school diploma or GED
Associates degree (preferred)

Tools

Internet usage
Phone systems

Job description

M&T Bank in Shrewsbury, Pennsylvania is seeking a branch sales and service professional who identifies customer needs, develops opportunities, and opens accounts while referring complex needs to specialists. You will drive sales and uphold risk controls in a retail banking setting.

The role emphasizes relationship management, proactive outreach, and strong communication. A high school diploma and 2+ years in retail sales or customer service are required; associates degree and bilingual ability

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