Relationship Banking Pro: Outreach & Growth

M&T Bank Corporation; York (York County); On-site; USD 28,000 - 47,000; Full time

Job summary

M&T Bank Corporation is looking for a branch-focused associate to identify customer needs and deliver basic banking solutions. You will manage relationships, open accounts, and refer complex needs to specialists while maintaining risk controls and regulatory compliance.

The role emphasizes proactive outreach, appointment scheduling, and onboarding of new customers, with a strong focus on delivering value-added financial solutions and a positive client experience at the York, PA location.

Qualifications

• High school diploma or GED plus 2 years of sales, service or telesales experience.
• Strong verbal communication and interpersonal abilities.
• Proven customer service orientation and organization.

Responsibilities

• Play key role in relationship management and sales opportunities.
• Identify customer needs and present product and service options.
• Proactively reach out to clients via email or phone to educate on value-added products.
• Onboard new customers and schedule weekly appointments.
• Prepare for meetings with pre-call plans and ensure compliance with risk controls.

Skills

Verbal communication

Customer service

Interpersonal skills

Sales

Bilingual

Education

High school diploma

Associates degree

Notary public license

Job description

M&T Bank Corporation is looking for a branch-focused associate to identify customer needs and deliver basic banking solutions. You will manage relationships, open accounts, and refer complex needs to specialists while maintaining risk controls and regulatory compliance.

The role emphasizes proactive outreach, appointment scheduling, and onboarding of new customers, with a strong focus on delivering value-added financial solutions and a positive client experience at the York, PA location.