Relationship Banker Green Card Jobs
Relationship Banker roles at U.S. banks and credit unions can qualify for EB-2 or EB-3 green card sponsorship through PERM labor certification. Employers file an I-140 immigrant petition after DOL certifies no qualified U.S. workers are available. Foreign professionals with a bachelor's degree in finance, business, or a related field are well-positioned for this sponsorship pathway.
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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 heavy objects weighing 5 lbs. to 30 lbs
- 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
Farmington, Connecticut, United States of America
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 heavy objects weighing 5 lbs. to 30 lbs
- 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
Farmington, Connecticut, United States of America
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Get Access To All JobsTips for Finding Green Card Sponsorship in Relationship Banker
Translate your credentials for U.S. employers
Foreign banking qualifications, such as a three-year finance degree or a non-U.S. professional banking certificate, may need a credential evaluation before a PERM-filing employer can confirm they meet the role's minimum education requirements.
Identify banks with active PERM filing history
Regional and community banks that already sponsor foreign workers through PERM have established HR and legal processes. Search DOL disclosure data to find which financial institutions have filed PERM applications for Relationship Banker or related titles.
Search green card jobs on Migrate Mate
Migrate Mate filters Relationship Banker openings by employers with employment-based green card sponsorship history, so you can focus applications on institutions that have already demonstrated willingness and capacity to sponsor permanent residency.
Clarify the EB-2 versus EB-3 tier with your employer
Most Relationship Banker roles are classified as EB-3 skilled worker positions. If your employer intends to file under EB-2, the job description must formally require an advanced degree, and that requirement must be genuinely tied to the duties performed.
Understand the prevailing wage requirement before negotiating
Your employer must pay at least the DOL-certified prevailing wage for your geographic area and job level. Look up the wage tier for Relationship Banker positions in your city using the OFLC Wage Search before your offer discussion.
Ask about PERM timing at the offer stage
PERM labor certification typically takes six to twelve months before the I-140 can be filed. Confirm whether your prospective employer plans to start the process at hire or after a performance period, since that gap affects your overall green card timeline.
Relationship Banker jobs are hiring across the US. Find yours.
Find Relationship Banker JobsRelationship Banker Green Card Sponsorship: Frequently Asked Questions
Does a Relationship Banker role qualify for an EB-2 or EB-3 green card?
Most Relationship Banker positions qualify under EB-3, which covers skilled workers and professionals with a bachelor's degree. EB-2 is available if the employer genuinely requires an advanced degree for the role and documents that requirement during PERM. The classification depends on how the job duties and minimum qualifications are written, not on your personal credentials alone.
How does green card sponsorship differ from H-1B sponsorship for this role?
An H-1B gives you temporary status with a mandatory lottery and a six-year base limit, while PERM-based green card sponsorship leads to permanent residency with no annual cap at the EB-3 level for most countries. The process is longer, often two or more years from PERM filing to approval, but the outcome is a permanent status rather than a renewable temporary visa.
Which banks and financial institutions typically sponsor green cards for Relationship Bankers?
Larger regional banks and national financial institutions are more likely to have in-house immigration counsel and established PERM workflows. Community banks can also sponsor but may rely on outside attorneys and move more slowly. You can identify employers with active sponsorship history by reviewing DOL PERM disclosure data for the Relationship Banker occupation code.
How can I find Relationship Banker jobs that offer green card sponsorship?
Migrate Mate is designed specifically for this search. It surfaces Relationship Banker openings from employers with employment-based green card sponsorship history, which saves you from applying to roles where sponsorship is unlikely. Standard job boards don't filter by immigration sponsorship type, so you can't reliably distinguish PERM-eligible roles from H-1B-only or no-sponsorship postings.
Can my employer start the PERM process before I have my H-1B approved?
Yes. PERM labor certification is independent of your current visa status. An employer can begin the DOL recruitment process at any point, though you must maintain lawful status throughout. Starting PERM early is strategically useful because the process typically takes six to twelve months before USCIS can adjudicate the I-140 immigrant petition.
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