Relationship Banker; Milk St
Listed on 2026-06-28
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Sales
Customer Success Mgr./ CSM, Banking & Finance
Job Title
Specializes in our branch customer experience through lobby management, servicing and sales interactions for retail and business customers.
Primary ResponsibilitiesPlay key role in Relationship Management, Sales Process, and Risk Management. Complete basic research on customer profiles, identify financial needs, and present product and service options. Proactively reach out to clients, onboard new customers, establish trust with existing clients, schedule appointments, prepare for sales interactions, perform customer servicing interactions, adhere to compliance/operational risk controls, promote an environment that supports belonging, maintain internal control standards, and complete other related duties as assigned.
Scopeof Responsibilities
The position is the focal point in the branch for sales, service, and/or referral opportunities in support of overall branch goals and activity requirements. The position is key driver of customer flow in the branch to support these activities. The position services existing customers and grows the business through identifying sales opportunities with customers. The position must stay current on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions to assist the branch in managing preventable losses and reduce fraudulent activity.
Education and Experience RequiredHigh 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.
Education and Experience PreferredAssociates degree, notary public license, bilingual based on branch needs.
Physical RequirementsAbility to stand for long periods of time, prolonged use of hands and fingers, ability to lift light to heavy 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.
LocationBoston, Massachusetts, United States of America
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $23.84 - $39.74 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
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