Relationship Banking & Client Growth Specialist

M&T Bank; Baltimore (MD); On-site; USD 31,000 - 52,000; Full time

Job summary

M&T Bank in Baltimore is seeking a branch-based sales and service professional to identify customer needs and present banking options. You will manage client relationships, perform outreach, and onboard new customers while promoting the bank’s products and ensuring risk controls are followed.

The role requires strong communication, a minimum of two years in retail sales or customer service, and the ability to work with internal partners to tailor financial solutions.

Qualifications

• High school diploma or GED and at least 2 years proven retail sales, call center, customer service and/or telesales experience.
• OR a GED with at least 1 year of proven proactive sales experience.
• Strong verbal communication and interpersonal skills.
• Proven ability to demonstrate exceptional customer service.
• Well-organized with time management and prioritization skills.
• Demonstrated financial services product knowledge.
• Ability to communicate with tact and diplomacy with internal and external customers.
• Proficient with internet user-level technology.

Responsibilities

• Identify sales opportunities and manage relationships through profiling and outreach.
• Research customer profiles and prepare needs-based discussions.
• Present banking products and services to meet customer goals.
• Reach out to clients via email or phone to educate on value-added offerings.
• Onboard new customers and establish trust through proactive outreach.
• Schedule and conduct regular appointments; prepare for meetings.
• Maintain compliance with risk controls and regulatory standards.
• Support branch goals and promote M&T Bank brand.
• Ensure timely handling of audits and internal controls.

Skills

Retail sales

Customer service

Verbal communication

Time management

Bilingual

Education

High school diploma

Associates degree

Notary public license

Job description

M&T Bank in Baltimore is seeking a branch-based sales and service professional to identify customer needs and present banking options. You will manage client relationships, perform outreach, and onboard new customers while promoting the bank’s products and ensuring risk controls are followed.

The role requires strong communication, a minimum of two years in retail sales or customer service, and the ability to work with internal partners to tailor financial solutions.