Strategic Relationship Banker

M&T Bank; Newport (DE); On-site; USD 34,000 - 57,000; Full time

Job summary

M&T Bank in Newport, Delaware seeks an experienced banking professional to drive proactive sales and portfolio growth across retail and business banking. You will build and deepen client relationships, lead outreach activities, and coordinate cross-sell opportunities with partners to meet branch sales goals.

Responsibilities include account profiling, appointment preparation, and ensuring adherence to KYC, CIP, and risk controls. A strong customer focus and solid product knowledge are essential.

Qualifications

• High school diploma or GED with 3+ years proven retail sales, call center, customer service or telesales experience.
• Associates degree preferred and notary license are a plus.
• Bi-lingual skills may be required based on branch needs.

Responsibilities

• Develop new customer relationships and expand/retain existing ones.
• Manage relationships via profiling, outreach, appointments and follow-ups.
• Assist with loan applications and product/service explanations for customers.
• Ensure compliance with KYC, CIP, and audit requirements.

Skills

Relationship management

Sales

KYC

Cross-selling

Outreach

Risk management

Education

High school diploma or GED

Associates degree preferred

Tools

CRM software

Job description

M&T Bank in Newport, Delaware seeks an experienced banking professional to drive proactive sales and portfolio growth across retail and business banking. You will build and deepen client relationships, lead outreach activities, and coordinate cross-sell opportunities with partners to meet branch sales goals.

Responsibilities include account profiling, appointment preparation, and ensuring adherence to KYC, CIP, and risk controls. A strong customer focus and solid product knowledge are essential.