About the Role
Specializes in branch customer experience through sales, service, and digital engagement for Consumer and Business Banking customers. Supports daily branch operations as a Teller, meeting customer service and sales needs. Handles customer appointments and walk-ins, referring complex needs to appropriate team members.
Responsibilities
- Educate customers on features and benefits of banking solutions, making recommendations based on identified needs.
- Engage customers to bank with us, providing solutions and encouraging digital capability use.
- Explain high-level criteria for loan application decisions.
- Complete servicing responsibilities for Consumer and Business Banking relationships, identifying opportunities to address other banking needs.
- Follow the Bank’s sales process, providing customer-focused advice.
- Proactively reach out to customers to retain and expand relationships.
- Adhere to customer service standards, delivering solutions based on customer needs.
- Engage in lobby management, greeting customers and resolving banking needs.
- Introduce appropriate banking partners for product solutions.
- Assist with and stay current on Consumer and Business Banking AML, BSA, and KYC processes; identify and escalate suspected fraud.
- Resolve and log customer complaints accurately.
- Review, approve, and assist in resolving Consumer and Business Banking overdrafts.
- Complete customer transactions accurately.
- Complete branch operational activities, including documenting customer interactions and appointments.
- Adhere to compliance and operational risk controls.
- Promote an environment that supports belonging and reflects the M&T Bank brand.
- Maintain internal control standards, implementing audit points and addressing regulatory issues.
- Meet and maintain Federal SAFE Act registration requirements.
- Complete other assigned duties.
Requirements
- High school diploma or equivalent (GED).
- Minimum of 1 year's proven retail sales, call center, customer service, or telesales experience.
- Strong verbal communication skills.
- Strong interpersonal skills.
- Ability to interact with diverse customers (consumer to small business).
- Ability to effectively handle difficult customer conversations.
- Well-organized.
- Proven time management skills.
- Proven prioritization skills.
- Ability to work under critical time constraints in a team environment.
- Proficiency with internet user-level technology.
- Ability to stand for long periods.
- Prolonged use of hands and fingers.
- Ability to lift light to heavy objects (5 lbs. to 30 lbs.).
- Ability to read fine print.
- Ability to interact with customers in an open face-to-face work environment.
Skills
- Sales
- Customer Service
- Digital Engagement
- Teller Operations
- Relationship Management
- Communication
- Interpersonal Skills
- Problem Resolution
- Time Management
- Prioritization
- Teamwork
- Technology Proficiency
- Adaptability
- Customer Centricity
- Digital Fluency
- Critical Thinking
Location
- Port Jervis, New York, United States of America
Work Type
- Full-time
Experience Level
- 1 year of retail sales, call center, customer service, or telesales experience
Education Level
- High school diploma or equivalent (GED)
Salary/Compensations
- $20.55 - $34.25 Hourly (USD)
About the Company
- M&T Bank is committed to fair, competitive, and market-informed pay for our employees.
