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Relationship Banker

M&T Bank

Hamilton, Massachusetts, United States Full time July 02, 2026
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Vacancy Description

Overview:

Identifies customers' needs through the bank’s retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and/or refer complex customer needs to the appropriate team member/partner. Specializes in our branch customer experience through lobby management, servicing and sales interactions for retail and business customers.

Primary Responsibilities:

  • Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales Process (profile/pre-call planning, outreach, appointment preparation, interaction/appointment, follow-up) and Risk Management (audit requirements, fraud prevention, Know Your Customer (KYC) and customer information profile (CIP)).
  • Complete basic research on customer profiles in order to assess potential ways to add value to clients banking relationship ...

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    Vacancy Details

    Location Hamilton, Massachusetts
    Country United States
    Type Full time
    Category Information and Record Clerks
    Posted July 02, 2026

    About M&T Bank

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    M&T Bank

    Hamilton, United States

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