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Relationship Associate Jobs in Derby, CT (NOW HIRING)

M&T Bank

Relationship Banker - Seymour, CT

Seymour, CT · On-site

$22.61 - $37.67/hr

Play key role in Relationship Management (customer assessments, profiling for sales opportunities ... Associates degree Notary public license Bilingual based on branch needs Physical Requirements:

M&T Bank

Relationship Banker - Seymour, CT

Seymour, CT

$22.61 - $37.67/hr

Play key role in Relationship Management (customer assessments, profiling for sales opportunities ... Associates degree Notary public license Bilingual based on branch needs Physical Requirements:

M&T Bank

Relationship Banker - Berlin, CT

Berlin, CT · On-site

$22.61 - $37.67/hr

Play key role in Relationship Management (customer assessments, profiling for sales opportunities ... Associates degree Notary public license Bilingual based on branch needs Physical Requirements:

M&T Bank

Relationship Banker - Berlin, CT

Berlin, CT

$22.61 - $37.67/hr

Play key role in Relationship Management (customer assessments, profiling for sales opportunities ... Associates degree Notary public license Bilingual based on branch needs Physical Requirements:

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All JobsRelationship Associate JobsRelationship Associate Jobs in Derby, CT

Relationship Associate information

See Derby, CT salary details

$25.1K

$47.2K

$67.2K

How much do relationship associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for relationship associate in Derby, CT is $47,233.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,100.00 and $50,200.00 per year, depending on experience, location, and employer.

What is a relationship associate?

Relationship Associates are professionals who manage and nurture relationships between a company and its clients or customers. They often work in industries like banking, finance, and professional services, serving as the main point of contact for clients. Their responsibilities typically include addressing client needs, providing information about products or services, and ensuring customer satisfaction. They also help identify opportunities to expand business relationships and may assist with account management and problem resolution.

What skills and qualifications are needed to thrive as a relationship associate?

To thrive as a Relationship Associate, you need a strong understanding of financial products, client relationship management, and often a bachelor’s degree in business or finance. Familiarity with CRM software, financial analysis tools, and sometimes certifications like FINRA Series 7 or 63 are commonly required. Excellent communication, active listening, and problem-solving abilities help you build trust and resolve client concerns effectively. These skills and qualifications are crucial for fostering long-term client engagement, driving business growth, and ensuring client satisfaction.

How does a relationship associate typically collaborate with other departments to support client needs?

Relationship Associates frequently work cross-functionally, partnering with teams such as credit, operations, and product specialists to deliver comprehensive solutions for clients. They act as liaisons, ensuring clear communication between internal departments and clients to resolve issues or implement new services. This collaborative environment helps Relationship Associates develop a strong understanding of different business areas and build relationships that can support their professional growth.
What cities near Derby, CT are hiring for Relationship Associate jobs? Cities near Derby, CT with the most Relationship Associate job openings:
Relationship Associate jobs near you
Infographic showing various Relationship Associate job openings in Derby, CT as of August 2026, with employment types broken down into 1% As Needed, 66% Full Time, 30% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $47,233 per year, or $22.7 per hour.

Relationship Banker - Seymour, CT

M&T Bank

Seymour, CT • On-site

$22.61 - $37.67/hr

Full-time

Posted 19 days ago

M&T Bank rating

7.9

Company rating: 7.9 out of 10

Based on 186 frontline employees who took The Breakroom Quiz

80th of 171 rated banks

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 and transition to needs to based discussion on financial goals
  • Identify financial needs of customers and present all appropriate product and service options by working cooperatively with appropriate internal business partners.
  • Proactively reach out to clients to via e-mail or phone to follow up and educate on value added products/services to address needs of clients
  • Onboard new customers through customer outreach (regardless of available channel, and individual who opened account)
  • Establish trust with existing clients through proactive outreach regularly
  • Schedule preset appointments for the following week and hold appointments each week
  • Adequately prepares for scheduled appointment before customer meeting (prepare for sales interactions with pre-call plan)
  • Perform customer servicing interactions.
  • Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
  • Promote an environment that supports belonging and reflects the M&T Bank brand.
  • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
  • Complete other related duties as assigned.
  • Responsible for meeting and maintaining registration requirements under the Federal SAFE Act

Scope of 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 Required:
High 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 Preferred:
Associates degree
Notary public license
Bilingual based on branch needs
Physical Requirements:
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
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $22.61 - $37.67 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
Location
Seymour, Connecticut, United States of America

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