Relationship Banker — Proactive Client Solutions

M&T Bank; Southampton Township (PA); On-site; USD 31,000 - 52,000; Full time

Job summary

M&T Bank in Southampton, PA invites an energetic branch sales professional to identify customer needs and provide proactive basic sales solutions during outreach and lobby interactions. You will verify accounts, open new relationships, and refer complex needs to specialists while adhering to risk and compliance standards.

The role focuses on building trust with existing customers, scheduling follow-up appointments, and promoting value-added banking options.

Qualifications

• High school diploma or GED with 2 years of sales, call center, or customer service experience; or 1 year proactive sales experience.
• Strong verbal communication and interpersonal skills.
• Proven customer service excellence and organizational abilities.

Responsibilities

• Play key role in relationship management, sales process, and risk management.
• Identify customer needs and present product options with internal partners.
• Proactively outreach to educate on banking products and services.
• Onboard new customers and schedule regular appointments.

Education

High School Diploma or GED

Associates degree

Notary public license

Job description

M&T Bank in Southampton, PA invites an energetic branch sales professional to identify customer needs and provide proactive basic sales solutions during outreach and lobby interactions. You will verify accounts, open new relationships, and refer complex needs to specialists while adhering to risk and compliance standards.

The role focuses on building trust with existing customers, scheduling follow-up appointments, and promoting value-added banking options.