Relationship Banking Pro - Growth & Service Expert

M&T Bank; Red Bank (NJ); On-site; USD 35,000 - 58,000; Full time

Job summary

M&T Bank in Red Bank, New Jersey is seeking a branch-focused professional to identify customers’ needs through the retail sales process and provide proactive basic sales solutions. You will perform relationship management, outreach, and onboarding while coordinating with internal partners to present suitable financial options.

The role emphasizes compliance, risk controls, and delivering excellent customer service in a busy branch environment, with a focus on building trusted client

Qualifications

• High school diploma or GED with 2+ years in retail sales, call center, or customer service.
• 1 year of proactive sales experience acceptable in some cases.
• Strong verbal and interpersonal skills; exceptional customer service.

Responsibilities

• Identify customer needs and refer complex cases to the appropriate team.
• Outreach to clients via email or phone to educate on products and services.
• Open new accounts and onboard customers.
• Schedule and conduct regular appointments and prep pre-call plans.
• Ensure compliance and risk controls in line with policies.
• Promote M&T Bank brand and maintain branch sales goals.

Skills

Relationship management

Sales outreach

Account opening

Communication

Customer service

Pre-call planning

Education

High school diploma or GED

Associates degree (preferred)

Tools

Internet user-level tech

Job description

M&T Bank in Red Bank, New Jersey is seeking a branch-focused professional to identify customers’ needs through the retail sales process and provide proactive basic sales solutions. You will perform relationship management, outreach, and onboarding while coordinating with internal partners to present suitable financial options.

The role emphasizes compliance, risk controls, and delivering excellent customer service in a busy branch environment, with a focus on building trusted client