Relationship Banker: Proactive Client Solutions

M&T Bank; Falls Church (VA); On-site; USD 33,000 - 55,000; Full time

Job summary

M&T Bank in Falls Church, VA is hiring a Branch Sales & Service Associate to identify customer needs and deliver proactive basic sales solutions through outreach. You will collaborate with partners to present product options, open accounts, and schedule follow-up appointments while maintaining risk & compliance standards.

The role requires strong communication, prior retail or telesales experience, and a commitment to excellent customer service. Bilingual abilities and Notary license are a plus.

Qualifications

• High school diploma or GED with 2 years proven retail sales or customer service experience
• Or GED with 1 year proven proactive sales experience
• Strong verbal communication and interpersonal skills
• Proven ability to deliver exceptional customer service
• Well-organized with time management and prioritization skills
• Demonstrated knowledge of financial products and services
• Ability to communicate with tact and diplomacy with customers
• Proficient with internet use and basic technology

Responsibilities

• Play key role in Relationship Management and Sales Process to identify opportunities and perform outreach
• Complete basic research on customer profiles to suggest value-added banking solutions
• Identify customer financial needs and present product options with internal partners
• Proactively reach out to clients via email or phone to educate on products/services
• Onboard new customers through outreach and example account openings
• Establish trust with existing clients through regular proactive outreach
• Schedule and hold appointments for the following week
• Prepare for scheduled appointments with pre-call planning
• Perform customer servicing interactions while maintaining risk controls
• Promote M&T Bank brand and maintain internal control standards
• Complete other related duties and meet regulatory requirements

Skills

Retail sales

Customer service

Telesales

Education

High school diploma or GED

Associates degree preferred

Job description

M&T Bank in Falls Church, VA is hiring a Branch Sales & Service Associate to identify customer needs and deliver proactive basic sales solutions through outreach. You will collaborate with partners to present product options, open accounts, and schedule follow-up appointments while maintaining risk & compliance standards.

The role requires strong communication, prior retail or telesales experience, and a commitment to excellent customer service. Bilingual abilities and Notary license are a plus.