M&T Bank
RelationshipBanker
“Relationship Banker at M&T Bank. Skills: Relationship Management, Sales Process, Risk Management. Identify customer needs. Provide basic sales solutions”
What You'll Achieve.
Support overall branch goals; Meet activity requirements; Grow business through sales opportunities; Manage preventable losses; Reduce fraudulent activity
Industry & Context.
Ability to stand for long periods of time, Prolonged use of hands and fingers, Ability to lift light to heave objects weighing 5 lbs. to 30lbs, 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
What They're Looking For.
Must Have
High school diploma or equivalent (GED), 1 year proven proactive sales experience, verbal communication and interpersonal skills, exceptional customer service, time management and prioritization skills, financial services product knowledge, communicate with tact and diplomacy, internet user-level technology
Nice to Have
Associates degree, Notary public license, Bilingual based on branch needs
What You'll Do.
Identify customer needs
Provide basic sales solutions
Refer complex customer needs
Manage branch customer experience
Perform sales interactions
Conduct outbound calling
Prepare for appointments
Follow up with clients
Research customer profiles
Add value to client relationships
Discuss financial goals
Identify customer financial needs
Present product and service options
Educate clients on products/services
Onboard new customers
Establish trust with existing clients
Schedule appointments
Prepare for sales interactions
Perform customer servicing
Adhere to compliance controls
Promote belonging environment
Maintain internal control standards
Complete related duties
Meet registration requirements
How You'll Work.
Team & Collaboration
Work cooperatively with internal business partners
Communication Scope
verbal communication; interpersonal skills; tact and diplomacy
Applying for this Relationship Banker role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about M&T Bank?
Real rants from real employees. Read before you apply.