Banking Advisor: Customer & Digital Solutions

M&T Bank; Lexington (VA); On-site; USD 30,000 - 50,000; Full time

Job summary

M&T Bank in Lexington, MA is seeking a branch teller to deliver exceptional customer service and support daily branch operations. You will educate customers on banking solutions, assist with servicing needs, and refer opportunities to partners as appropriate.

Role emphasizes sales integration, digital banking advocacy, and adherence to AML/KYC requirements, with a focus on timely, accurate transactions and a welcoming, compliant branch presence.

Qualifications

• Strong verbal communication and interpersonal skills are required.
• Ability to handle multiple customer interactions and sales opportunities.
• Proven time management and prioritization skills in a retail/service environment.
• Comfort with internet-based tools and digital banking capabilities.
• Ability to adapt to varying customer needs and conversations.

Responsibilities

• Educate customers on Consumer and Business Banking solutions and make recommendations.
• Engage customers to use digital banking and cross-sell where appropriate.
• Explain loan decision criteria and assist with servicing responsibilities.
• Follow branch sales processes and provide customer-focused guidance.
• Proactively reach out to retain and expand relationships.
• Adhere to compliance, AML/KYC, and audit requirements.

Skills

Verbal communication

Interpersonal skills

Time management

Prioritization

Customer interaction

Team time constraints

Digital literacy

Education

High school diploma or GED

Bilingual (preferred)

Job description

M&T Bank in Lexington, MA is seeking a branch teller to deliver exceptional customer service and support daily branch operations. You will educate customers on banking solutions, assist with servicing needs, and refer opportunities to partners as appropriate.

Role emphasizes sales integration, digital banking advocacy, and adherence to AML/KYC requirements, with a focus on timely, accurate transactions and a welcoming, compliant branch presence.