H-1B Visa Relationship Banker Jobs
Relationship Banker roles qualify for H-1B sponsorship when tied to a bachelor's degree in finance, business, or economics. Large regional and national banks have consistent H-1B filing histories, making this one of the more accessible paths for international professionals in retail banking and wealth management.
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Get Access To All JobsOverview:
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 $25.07 - $41.79 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.
Location
Norwalk, 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 $25.07 - $41.79 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.
Location
Norwalk, Connecticut, United States of America
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship in Relationship Banker
Verify your degree supports specialty occupation
USCIS requires your degree field to directly relate to Relationship Banker duties. A finance, economics, or business degree strengthens your case. A general liberal arts degree may trigger an RFE, so gather transcripts showing relevant coursework before applying.
Target banks enrolled in E-Verify
STEM OPT employers must use E-Verify, and banks that already participate are generally more experienced with work authorization processes. Search Migrate Mate to filter Relationship Banker roles by employers with active H-1B LCA filing history.
Check prevailing wage before negotiating salary
Your employer's LCA must certify your wage meets or exceeds the DOL prevailing wage for your metro area. Run your job title and location through the OFLC Wage Search before your offer stage so you negotiate from an accurate baseline.
Confirm your role classification matches your duties
Relationship Banker maps to SOC code 13-2072 in the O*NET profile. If your actual duties lean toward teller work or general customer service, USCIS may challenge the specialty occupation classification. Align your offer letter language with the O*NET definition.
Prepare a credential evaluation for foreign degrees
Many banks require USCIS-accepted credential evaluations for non-U.S. degrees before submitting Form I-129. Order a course-by-course evaluation from a NACES-member evaluator early. Processing can take two to four weeks and delays the petition if overlooked.
Relationship Banker jobs are hiring across the US. Find yours.
Find Relationship Banker JobsRelationship Banker H-1B Visa: Frequently Asked Questions
Does a Relationship Banker role qualify as an H-1B specialty occupation?
It can, but it depends on how the position is structured. USCIS requires the role to normally require a bachelor's degree in a specific field like finance, economics, or business administration. Relationship Banker positions at larger institutions that involve portfolio management, financial planning, or business development are more defensible than entry-level retail banking roles where no degree is strictly required.
Which employers sponsor H-1B visas for Relationship Banker positions?
National and large regional banks with established international talent pipelines are the most consistent H-1B sponsors for this role. You can search Migrate Mate to see which employers have filed LCAs for Relationship Banker or closely related titles, which is a reliable proxy for active sponsorship willingness rather than relying on employer career pages alone.
How does prevailing wage affect my Relationship Banker offer?
Your employer must file a Labor Condition Application certifying your salary meets or exceeds the DOL prevailing wage for your specific job title and work location. Prevailing wage levels vary significantly by metro area. Use the OFLC Wage Search to look up the Level I and Level II wages for your city before you receive a formal offer so you're prepared for what the LCA will require.
Can I change banks while on H-1B status?
Yes, under H-1B portability provisions established by AC21, you can start working for a new employer as soon as they file an H-1B transfer petition on your behalf, provided your original H-1B was approved and you haven't been out of status. The new bank must file a new Form I-129 and LCA before your first day. You don't need to wait for USCIS to approve the transfer to begin work.
Does my Series 65 or Series 7 license affect my H-1B petition?
FINRA licenses like the Series 7 or Series 65 strengthen your petition because they demonstrate professional-level credentials tied to the role, supporting the specialty occupation argument. They don't substitute for a qualifying degree, but including them in your supporting documentation can help USCIS understand that the position requires a level of expertise beyond general banking work.
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