Relationship Banking Specialist — Growth & Service

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

Job summary

M&T Bank is seeking a role focused on customer outreach and relationship management to identify and fulfill basic banking needs. You will handle outreach, onboarding, and proactive education on products and services, while maintaining strong compliance and risk controls.

The position emphasizes branch-level sales, service, and referral opportunities to support overall branch goals and customer satisfaction.

Qualifications

• High school diploma or GED with 2 years of proven retail sales or customer service experience.
• Strong verbal communication and interpersonal skills.
• Experience with financial services products and knowledge of sales processes.

Responsibilities

• Play key role in Relationship Management through sales opportunities and account onboarding.
• Identify customer financial needs and present product/service options in collaboration with internal partners.
• Proactively reach out to clients via email or phone to educate on value-added products and services.
• Onboard new customers through proactive outreach and schedule follow-up appointments.
• Adhere to compliance/risk controls and support the M&T Bank brand and internal audits.

Skills

Retail sales

Customer service

Telesales

Verbal skills

Interpersonal skills

Education

High school diploma or GED

Associates degree

Notary public license

Tools

Internet user-level

Job description

M&T Bank is seeking a role focused on customer outreach and relationship management to identify and fulfill basic banking needs. You will handle outreach, onboarding, and proactive education on products and services, while maintaining strong compliance and risk controls.

The position emphasizes branch-level sales, service, and referral opportunities to support overall branch goals and customer satisfaction.