Senior Relationship Banker (Banking)

Location: Manchester, Massachusetts, United States of America; onsite position

Salary: $26.23–$43.71 hourly (USD)

Company

M&T Bank provides retail and business banking services.

What you will do

• Develop, expand, and retain retail and business customer relationships through proactive outreach, portfolio management, consultations, account opening, and follow-up.
• Identify sales and referral opportunities, prepare appointments, conduct customer assessments, and support branch sales goals.
• Evaluate financing requests, recommend loan structures, and submit complete loan application packages.
• Explain consumer, mortgage, HELOC, business banking, treasury management, and merchant services products and related financial concepts.
• Manage customer and partner relationships, attend community networking events, and coordinate referrals with business bankers and mortgage loan originators.
• Maintain compliance, KYC, CIP, fraud prevention, audit, SAFE Act registration, and internal control requirements.

Requirements

• High school diploma or GED and either at least 3 years of retail sales, call center, customer service, and/or telesales experience, or at least 2 years of proactive sales experience.
• Strong verbal communication and interpersonal skills.
• Exceptional customer service skills.
• Organization, time management, and prioritization skills.
• Financial services product knowledge.
• Ability to communicate with tact and diplomacy with internal and external customers.
• Proficiency with internet user-level technology.
• Ability to stand for long periods, use hands and fingers for extended periods, lift objects weighing 5–30 pounds, read fine print, and work face-to-face with customers.
• Ability to use fax, telephone systems, copiers, and other communication tools.

Nice to have

• Associate degree.
• Notary public license.
• At least 3 years of financial services sales experience.
• Bilingual ability based on branch needs.

Culture & Benefits

• Full-time onsite work in a branch environment.
• Work includes open, face-to-face customer interactions and community networking.
• Pay is market-informed and determined by the combination of knowledge, skills, and experience.
• Work supports belonging and reflects the M&T Bank brand.