Bilingual Relationship Banker (English & Spanish)

M&T Bank

📍 Brentwood, New York, United States 💼 Full time 🕒 Posted July 05, 2026

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Job 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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Job Details

Location Brentwood, New York
Job Type Full time
Category Information and Record Clerks
Posted Date July 05, 2026
Application Deadline August 14, 2026