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About the Role
Specializes in branch customer experience through sales, service, and digital engagement of Consumer and Business Banking customers. Supports daily branch operations as a Teller and meets customer service and sales needs.
Responsibilities
- Educate customers on features and benefits of banking solutions and make recommendations.
- Engage customers to bank with us and provide solutions, encouraging digital capabilities.
- Explain high-level criteria for loan application decisions.
- Complete servicing responsibilities for Consumer and Business Banking relationships and identify opportunities to solve other banking needs.
- Follow the Bank’s sales process and provide customer-focused advice.
- Proactively reach out to customers to retain and expand relationships.
- Adhere to customer service standards and deliver solutions based on customer needs.
- Engage in lobby management, greet customers, and resolve banking needs.
- Introduce appropriate banking partners for product solutions.
- Assist with and stay current on AML, BSA, and KYC processes; identify and escalate suspected fraud.
- Resolve and log customer complaints accurately.
- Review, approve, and help resolve overdrafts.
- Complete customer transactions accurately.
- Complete 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 and implement audit points.
- 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 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
- Problem Resolution
- Communication
- Interpersonal Skills
- Time Management
- Prioritization
- Teamwork
- Technology Proficiency
- AML
- BSA
- KYC
- Fraud Detection
- Complaint Resolution
- Overdraft Resolution
- Transaction Processing
- Compliance
- Operational Risk Management
Location
- Hauppauge, New York, United States of America
Work Type
- Full-time
Experience Level
- 1+ year experience
Education Level
- High school diploma or equivalent (GED)
Salary/Compensations
- $22.79 - $37.99 Hourly (USD)
About the Company
- M&T Bank is committed to fair, competitive, and market-informed pay for our employees.