Spanish-Speaking Relationship Banker

M&T Bank; Fairfax (VA); On-site; USD 68,191,000 - 113,928,000; Full time

Job summary

M&T Bank in Fairfax, VA seeks a relationship-focused branch professional to identify customer needs, drive sales, and nurture long-term banking relationships. You will manage lobby flow, service and sales interactions for retail and business customers, while referencing KYC and CIP requirements.

The role emphasizes proactive outreach, appointment setting, and onboarding new customers, with strong emphasis on compliance, product knowledge, and brand embodiment.

Qualifications

• High school diploma or GED with 2 years proven retail sales, call center, customer service and/or telesales experience.
• OR
• High school diploma or GED with 1 year proven proactive sales experience.
• Strong verbal communication and interpersonal skills.
• Proven ability to demonstrate exceptional customer service.
• Well-organized individual with time management and prioritization skills.
• Demonstrated financial services product knowledge.
• Ability to communicate with tact and diplomacy with internal and external customers.
• Proficient with internet user-level technology.
• Ability to fluently communicate both verbally and in writing with bank customers in both English and the specified second language. Proficiency to be determined via an assessment.

Responsibilities

• Play key role in Relationship Management, Sales Process and Risk Management through customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling.
• Complete basic research on customer profiles to assess potential value and transition to needs-based discussions.
• Identify financial needs of customers and present all appropriate product and service options with internal partners.
• Proactively reach out to clients via e-mail or phone to educate on value-added products/services.
• Onboard new customers through customer outreach and open accounts.
• Establish trust with existing clients through proactive outreach.
• Schedule preset appointments for the following week and conduct them.
• Prepare for scheduled appointments with pre-call plans.
• Ensure compliance with the Federal SAFE Act registration requirements.
• Perform customer servicing interactions.
• Adhere to compliance/operational risk controls and audit requirements.
• Promote the M&T Bank brand and a customer-first environment.
• Maintain internal controls and address audit findings.
• Complete other related duties as assigned.

Skills

Verbal communication

Interpersonal skills

Customer service

Time management

Financial services knowledge

Bilingual ability

Education

High school diploma or GED

Associates degree

Notary public license

Bilingual based on branch needs

Job description

M&T Bank in Fairfax, VA seeks a relationship-focused branch professional to identify customer needs, drive sales, and nurture long-term banking relationships. You will manage lobby flow, service and sales interactions for retail and business customers, while referencing KYC and CIP requirements.

The role emphasizes proactive outreach, appointment setting, and onboarding new customers, with strong emphasis on compliance, product knowledge, and brand embodiment.