Relationship Banking Specialist

Talentify; Milton (Northumberland County); On-site; USD 28,000 - 47,000; Full time

Job summary

M&T Bank in Milton, Pennsylvania seeks a branch associate to identify customer needs through its retail sales process, delivering proactive basic solutions and directing complex needs to specialists. The role emphasizes lobby management, servicing and sales interactions for retail and business customers.

The position requires strong communication, proven customer service experience, and the ability to work with internal partners, while upholding risk controls and maintaining the M&T brand.

Qualifications

• High school diploma or GED required with 2 years of proven retail sales, call center, customer service or telesales experience.
• Or a GED with 1 year of proactive sales experience.
• Strong verbal communication and interpersonal skills.
• Proven ability to deliver exceptional customer service.
• Well-organized with good time management and prioritization skills.

Responsibilities

• Play key role in relationship management and sales process with outbound calling and appointment setting.
• Identify financial needs and present product options with internal partners.
• Proactively reach out to clients via email or phone to educate on value-added products/services.
• Onboard new customers through outreach and establish trust with existing clients.
• Adhere to compliance and risk controls and promote the M&T Bank brand.

Skills

Retail sales experience

Customer service

Strong communication

Bilingual (branch needs)

Education

High school diploma or GED

Associates degree (preferred)

Notary public license (preferred)

Tools

Internet user-level skills

Job description

M&T Bank in Milton, Pennsylvania seeks a branch associate to identify customer needs through its retail sales process, delivering proactive basic solutions and directing complex needs to specialists. The role emphasizes lobby management, servicing and sales interactions for retail and business customers.

The position requires strong communication, proven customer service experience, and the ability to work with internal partners, while upholding risk controls and maintaining the M&T brand.