Teller
Financial Services
Teller-Float
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Teller - Float at Teller. Skills: Customer service, Transactional processing, Digital engagement. Adhere to customer service standards. Provide differentiated customer experience”
Industry & Context.
Critical thinking
Ability to travel, Ability to stand, Prolonged use of hands, Lift 5-30 lbs, Read fine print, Open face to face environment
What They're Looking For.
Must Have
6 months customer service experience, Data entry experience, Cash handling experience, Ability to travel between branches, Verbal communication skills, Interpersonal skills, Exceptional customer service ability, Well-organized, Time management skills, Prioritization skills, Proficient with internet user-level technology
Nice to Have
Bilingual based on branch needs
What You'll Do.
Adhere to customer service standards
Provide differentiated customer experience
Understand customer needs
Educate customers on digital self-service
Engage in lobby management
Inquire about customer needs
Take ownership of customer needs
Balance transactions accurately
Process transactions efficiently
Take ownership of escalated account issues
Log customer complaints
Transition sales opportunities
Provide introduction to banking partners
Complete branch operational activities
Process customer maintenance accurately
Process account maintenance accurately
Complete AML activities
Complete BSA activities
Complete KYC activities
Adhere to compliance controls
Adhere to operational risk controls
Promote belonging environment
Maintain M&T internal control standards
Implement audit points
Address issues raised by regulators
Complete other duties as assigned
Resolve routine customer problems
How You'll Work.
Team & Collaboration
Assist branch staff; Interact with Bank areas
Communication Scope
Verbal communication
Full Job Description
**Overview:** As a Float Teller, you will specialize in our branch customer experience through digital engagement, lobby management, transactional processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner. Float tellers will frequently travel to different branches within a designated area to assist branch staff as needed. **Primary Responsibilities:** Adhere to the established customer service standards and provide a differentiated experience by understanding customer needs and delivering solutions in moments that matter most to them. Educate our customers through shoulder-to-shoulder digital demonstrations; identify self-service opportunities that meet the customer’s identified needs. Actively engage in lobby management, meeting and greeting customers and proactively inquiring and taking ownership to address the customer’s immediate need. Accurately balance and process customer transactions efficiently following Bank Policy. Take ownership of escalated account services issues until resolution; complete and accurately log all customer complaints in the appropriate system. Transition identified sales opportunity and provide introduction to appropriate banking partner. Complete branch-related operational activities as appropriate (e.g cash ordering, vault, ATM, and wire transfer activities). Process customer/account maintenance accurately. Complete Consumer AML (Anti-Money Laundering)/BSA (Bank Secrecy Act)/ KYC (Know Your Customer related activities. 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. **Scope of Responsibilities:*
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