Relationship Banking Specialist

M&T Bank Corporation; Worcester (MA); On-site; USD 47,000 - 78,000; Full time

Job summary

M&T Bank Corporation in Worcester, MA is seeking a customer-focused branch associate responsible for sales, service and referrals. You will identify customer needs, present banking options, onboard new customers, and schedule follow-ups within a compliant framework.

Responsibilities include proactive outreach, pre-call planning, relationship management, and risk controls. A service-oriented mindset and strong communication are essential to grow the bank's local footprint.

Qualifications

• High school diploma or GED required; 2+ years retail sales, call center, customer service and/or telesales experience preferred.
• Strong verbal communication and interpersonal skills; ability to present banking options.
• Well-organized with time management and prioritization abilities.

Responsibilities

• Identify sales opportunities and refer complex needs to appropriate partners.
• Conduct profile/pre-call planning, outreach, and appointment preparation.
• Onboard new customers and schedule follow-up appointments.
• Maintain compliance with risk controls, KYC/CIP, and audit requirements.
• Promote branch sales, service, and referrals to achieve branch goals.

Skills

Verbal communication

Customer service

Time management

Organizational skills

Internet proficiency

Education

High school diploma or GED

Associates degree

Job description

M&T Bank Corporation in Worcester, MA is seeking a customer-focused branch associate responsible for sales, service and referrals. You will identify customer needs, present banking options, onboard new customers, and schedule follow-ups within a compliant framework.

Responsibilities include proactive outreach, pre-call planning, relationship management, and risk controls. A service-oriented mindset and strong communication are essential to grow the bank's local footprint.