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Relationship Banker Jobs in Springfield, MA (NOW HIRING)

M&T Bank

Relationship Banker

Hartford, CT · On-site

$22.61 - $37.67/hr

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 ...

M&T Bank

Relationship Banker

Hartford, CT · On-site

$22.61 - $37.67/hr

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 ...

Savers Bank

Senior Universal Banker

Sturbridge, MA · On-site

$20.50 - $25/hr

This role focuses on relationship management, sales growth, compliance, and operational excellence ... Provide guidance on banking products and services, ensuring an excellent customer experience.

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How much do relationship banker jobs pay per hour?

As of Jun 14, 2026, the average hourly pay for relationship banker in Springfield, MA is $20.67, according to ZipRecruiter salary data. Most workers in this role earn between $17.74 and $23.22 per hour, depending on experience, location, and employer.

What does a Relationship Banker do?

A Relationship Banker is a financial professional who helps clients manage their banking needs, such as opening accounts, providing advice on financial products, and assisting with loans or credit applications. They focus on building long-term relationships with clients to understand their financial goals and recommend appropriate solutions. Relationship Bankers also handle routine transactions and ensure clients have a positive banking experience. Their role combines customer service, sales, and financial expertise to support both personal and small business clients.

What jobs pay 10,000 a month without a degree?

A Relationship Banker can potentially earn $10,000 or more per month through commissions, bonuses, and salary, especially in high-volume branches or with significant experience. Other high-paying roles without a degree include sales managers, real estate brokers, and certain skilled trades like commercial electricians or HVAC technicians, which may require certifications but not necessarily a college degree.

What is the role of a relationship banker?

A relationship banker is responsible for managing client accounts, providing financial advice, and offering banking products such as loans and savings accounts. They build and maintain strong customer relationships, often working in retail banking environments, and may require knowledge of banking software and certifications like FINRA licenses.

Is a relationship banker an entry level position?

A relationship banker is often an entry-level position in banking, suitable for candidates with a high school diploma or equivalent. It typically involves customer service, basic financial knowledge, and sales skills, with opportunities for advancement with experience and additional certifications.

What jobs in the US pay 300,000 a year?

For a Relationship Banker, earning $300,000 annually typically requires senior-level experience, high-volume sales, or management roles within banking or financial services. Positions such as senior private bankers, wealth managers, or regional bank executives often reach this compensation level, especially with bonuses and incentives. Achieving this income usually involves advanced certifications, a strong client base, and extensive industry experience.

What are the key skills and qualifications needed to thrive as a Relationship Banker, and why are they important?

To thrive as a Relationship Banker, you need strong financial knowledge, sales acumen, and typically a bachelor's degree in business, finance, or a related field. Familiarity with CRM systems, banking software, and compliance regulations is often required, along with certifications like Series 6 or 63 in some institutions. Outstanding interpersonal skills, active listening, and problem-solving abilities help build lasting client relationships and trust. These skills and qualifications are essential for meeting customer needs, achieving sales goals, and maintaining regulatory compliance in a competitive banking environment.

What Is a Relationship Banker?

A relationship banker is a financial professional who offers a variety of banking services to clients, such as loans, mortgages, offers for savings or investment opportunities, and advice on a number of issues. As a relationship banker, your main duty is to be the liaison between customers and banking administration. There is a heavy emphasis placed upon the “relationship” in relationship banker. It is your responsibility to cultivate strong working relationships with clients and to steer their financial dealings toward the organization you represent. You build trust with clients in order to manage their personal finances and investments. The ability to manage multiple accounts is a must.

What are some common challenges Relationship Bankers face when balancing sales goals with providing excellent customer service?

Relationship Bankers often navigate the challenge of meeting sales targets while maintaining a customer-centric approach. It's important to build trust with clients by thoroughly understanding their financial needs and offering tailored solutions, rather than focusing solely on product sales. Time management and prioritizing client relationships are key, as is staying up-to-date on banking products and compliance requirements. Successful Relationship Bankers find a balance by fostering long-term relationships that naturally lead to both customer satisfaction and achievement of sales goals.
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What cities near Springfield, MA are hiring for Relationship Banker jobs? Cities near Springfield, MA with the most Relationship Banker job openings:
Relationship Banker jobs near you
Relationship Banker

Relationship Banker

M&T Bank

Hartford, CT • On-site

$22.61 - $37.67/hr

Full-time

Posted yesterday

M&T Bank rating

7.8

Company rating: 7.8 out of 10

Based on 180 frontline employees who took The Breakroom Quiz

67th of 141 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)
  • Responsible for meeting and maintaining registration requirements under the Federal SAFE Act
  • 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.

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
Ability to fluently communicate both verbally and in writing with bank customers in both English and the specified second language. Proficiency to be determined via an assessment.
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
Hartford, Connecticut, United States of America

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