M&T Bank
FloatUniversalBanker
“Float Universal Banker at M&T Bank. Skills: sales, customer service, branch operations. Educate customers and explain features and benefits. Engage customers in a variety of ways to bank with us”
What You'll Achieve.
meeting customer service and sales needs; contribute to the retention and expansion of all Consumer and Business Banking relationships; providing exceptional service to branch customers; resolving customer problems in a timely manner; key driver of sales and the customer experience within the branch
Industry & Context.
Ability to stand for long periods of time, Prolonged use of hands and fingers, Ability to lift light to heavy objects weighting 5 lbs. to 30 lbs., Ability to read fine print, Ability to interact with customers in an open face-to-face work environment
What They're Looking For.
Must Have
1 year’s proven retail sales, call center, customer service, or telesales experience, verbal communication skills, interpersonal skills, Ability to interact with varying 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, meeting and maintaining registration requirements under the Federal SAFE Act
Nice to Have
Bilingual based on branch needs, Proven referral and/or sales ability
What You'll Do.
Educate customers and explain features and benefits
Engage customers in a variety of ways to bank with us
Explain the high-level criteria used to decision loan applications
Complete servicing-related responsibilities specific to Consumer and Business Banking
Follow the Bank’s sales process
Proactively reach out to customers
Adhere to established customer service standards
Actively engage in lobby management
Introduce appropriate banking partner
Assist and stay current with the Consumer and Business Banking AML
BSA and KYC processes
Identify and escalate cases of suspected fraud
Resolve and accurately log all customer complaints
approve and help resolve Consumer and Business Banking customer overdrafts
Accurately complete customer transactions
Complete related operational activities required by assigned branch
Adhere to applicable compliance/operational risk controls
Promote an environment that supports belonging
Maintain M&T internal control standards
Responsible for meeting and maintaining registration requirements under the Federal SAFE Act
Complete other related duties as assigned
How You'll Work.
Team & Collaboration
interact with appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately
Communication Scope
verbal communication skills
Applying for this Float Universal Banker role?
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