Business Banking Customer Relationship Liaison

Location: Rockville, Maryland, United States of America

Salary: $30.16–$50.26 per hour

Company

M&T Bank provides business and retail banking products, lending services, deposit accounts, and financial solutions.

What you will do

• Support Business Banking Relationship Managers in managing customer portfolios, deepening relationships, identifying referrals, and supporting sales and retention activities.
• Coordinate communication among credit underwriting, legal teams, attorneys, document preparation departments, and other stakeholders to facilitate timely loan closings.
• Manage complex account servicing, error resolution, transaction requests, documentation collection, fraud support, and escalations.
• Analyze cash flow, collateral schedules, covenant sensitivity, financial models, guarantor statements, and other information supporting credit requests.
• Monitor maturing loans, exception pricing, annual reviews, covenant compliance, delinquent documents, and other portfolio exceptions.
• Open and service deposit accounts, maintain customer contact throughout the lifecycle, and support branch partnerships as a Business Banking subject matter expert.

Requirements

• Bachelor's degree and at least 2 years of customer service experience, or a combination of 6 years of higher education and/or work experience including at least 4 years of customer service experience.
• Knowledge of banking products, operations, policies, procedures, regulations, financial statements, and commercial loan documentation.
• Familiarity with word processing, spreadsheet, loan, deposit, and customer contact systems.
• Strong verbal and written communication, customer service, interpersonal, presentation, teamwork, and problem-solving skills.
• Ability to work independently under moderate supervision, manage competing priorities, and perform effectively under pressure.
• Ability to maintain compliance and operational risk controls, internal control standards, audit actions, and regulatory requirements.

Nice to have

• Bachelor's degree and at least 4 years of customer service experience, or a combination of 8 years of higher education and/or work experience including at least 4 years of customer service experience.
• Experience with banking systems such as PACE, APPRO, ACAPS, nCino, OTP, Hogan, ERM, AKM, OnDemand, and CTA.
• Demonstrated sales ability.
• Previous Relationship Liaison or Branch Manager experience.

Culture & Benefits

• Full-time employment with market-informed hourly compensation.
• Commitment to a diverse and inclusive workplace.
• Focus on operational excellence, regulatory compliance, and risk mitigation.
• Opportunity to work across Business Banking, Retail Banking, credit, legal, and operational functions.