Strategic Relationship Banker: Growth & Solutions

M&T Bank; Hampton Bays (NY); On-site; USD 39,000 - 63,000; Full time

Job summary

M&T Bank in Hampton Bays, NY seeks a branch relationship manager to identify customer needs and deliver proactive sales solutions through the bank's retail process. You will build and retain customer relationships, drive sales across personal and business banking products, and collaborate with partners to meet branch goals.

You will manage risk, support KYC/CIP processes, and coordinate with internal partners to open accounts, assess loans, and grow referrals while ensuring compliance.

Qualifications

• Strong verbal communication and interpersonal skills
• Proven ability to deliver exceptional customer service
• Experience in retail sales or telesales preferred

Responsibilities

• Develop new customer relationships and expand/retain existing ones by identifying opportunities and leveraging the portfolio management process.
• Lead in Relationship Management, Sales Process, and Risk Management (KYC/CIP)
• Reach out to clients to progress development plans from prior interactions
• Develop understanding of Business Banking products and services
• Evaluate financing requests and submit complete loan packages
• Promote cross-selling of retail and business banking products and services
• Adhere to compliance and risk controls and promote the M&T Bank brand

Skills

Strong communication

Customer service

Sales experience

Education

High school diploma or GED

Associates degree

Notary public license

Job description

M&T Bank in Hampton Bays, NY seeks a branch relationship manager to identify customer needs and deliver proactive sales solutions through the bank's retail process. You will build and retain customer relationships, drive sales across personal and business banking products, and collaborate with partners to meet branch goals.

You will manage risk, support KYC/CIP processes, and coordinate with internal partners to open accounts, assess loans, and grow referrals while ensuring compliance.