Strategic Business Banking Liaison

M&T Bank Corporation; Rockville (MD); On-site; USD 41,000 - 69,000; Full time

Job summary

M&T Bank Rockville, MD is seeking a Customer Relationship Liaison to support Business Banking Relationship Managers, manage client portfolios, and drive cross‑sell opportunities. You will coordinate with underwriting, legal, and document teams to facilitate loan closings and address complex servicing issues.

The role emphasizes proactive client engagement, risk awareness, and collaboration across divisions to deliver seamless customer service and growth in business banking products.

Qualifications

• Bachelor's degree and at least 2 years of customer service experience.
• Knowledge of bank systems, policies, and loan/deposit processes.
• Strong communication and presentation skills; ability to work under pressure.

Responsibilities

• Support Relationship Managers in managing client portfolios and deepen connections.
• Coordinate with underwriting, legal, and document teams to close loans.
• Handle complex account servicing and timely issue resolution.
• Monitor portfolio assets for maturity, pricing, and covenant compliance.
• Open deposit accounts and assist with risk and compliance activities.

Skills

Customer service

Communication

Teamwork

Sales

Presentation skills

Detail-oriented

Education

Bachelor's degree

4+ years customer service experience

Tools

PACE

APPRO

ACAPS

nCino

OTP

Hogan

ERM

OnDemand

CTA

Job description

M&T Bank Rockville, MD is seeking a Customer Relationship Liaison to support Business Banking Relationship Managers, manage client portfolios, and drive cross‑sell opportunities. You will coordinate with underwriting, legal, and document teams to facilitate loan closings and address complex servicing issues.

The role emphasizes proactive client engagement, risk awareness, and collaboration across divisions to deliver seamless customer service and growth in business banking products.