Relationship Banker

M&T Bank

. Identify customers' needs through the bank’s retail sales process and provide proactive basic sales solutions or refer complex needs to the appropriate team member/partner .

Posted 9/21/2026full-timeExeter • New Hampshire • United StatesJunior💰 $24 - $40 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong customer service and sales capabilities, with a focus on identifying customer needs and providing tailored financial solutions. Proficient in managing customer interactions and maintaining compliance with regulatory standards.

Highest-signal resume keywords

Retail Sales ExperienceCustomer Service SkillsFinancial Services Product KnowledgeVerbal Communication SkillsTime Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer AssessmentsAccount OpeningLead-Focused Outbound CallingCustomer OutreachProfile ResearchNeeds-Based DiscussionsProduct PresentationOnboarding New CustomersCompliance AdherenceOperational Risk Management

Soft Skills

Interpersonal SkillsOrganizational SkillsTact and Diplomacy

Tools & Technologies

Internet User-Level TechnologyFax MachineTelephone SystemCopier

Certifications & Qualifications

Federal SAFE Act Registration

Industry Keywords

KYCCIPFraud PreventionAudit StandardsCustomer Experience Management

About the role

Key responsibilities & impact

Identify customers' needs through the bank’s retail sales process and provide proactive basic sales solutions or refer complex needs to the appropriate team member/partner
Manage the branch customer experience through lobby management, servicing, and sales interactions for retail and business customers
Perform customer assessments, sales opportunity profiling, account opening, lead-focused outbound calling, and customer outreach
Conduct profile/pre-call planning, outreach, appointment preparation, customer interactions, and follow-up
Complete customer profile research to identify ways to add value to banking relationships and transition to needs-based discussions on financial goals
Identify customer financial needs and present appropriate product and service options with internal business partners
Contact clients by email or phone to follow up and educate them on value-added products and services
Onboard new customers through customer outreach
Establish trust with existing clients through regular proactive outreach
Schedule and hold weekly appointments and prepare pre-call plans for scheduled meetings
Perform customer servicing interactions
Adhere to compliance, operational risk, audit, fraud prevention, KYC, and CIP requirements
Promote an environment that supports belonging and reflects the M&T Bank brand
Maintain internal control standards and address audit and regulatory issues
Stay current on operational, product, and system changes while supporting branch goals and reducing preventable losses and fraudulent activity
Complete other related duties as assigned

Requirements

What you’ll need

High school diploma or equivalent (GED) and a minimum of 2 years proven retail sales, call center, customer service and/or telesales experience OR a high school diploma or equivalent (GED) and a minimum of 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
Responsible for meeting and maintaining registration requirements under the Federal SAFE Act
Ability to stand for long periods of time
Prolonged use of hands and fingers
Ability to lift light to heavy objects weighing 5 lbs. to 30 lbs.
Ability to read fine print
Ability to interact with customers in an open face-to-face work environment
Ability to use fax, telephone system, copier and other communication tools