Banking Advisor: Digital Sales & Branch Experience

M&T Bank; New Haven (CT); On-site; USD 28,000 - 47,000; Full time

Job summary

M&T Bank in New Haven, CT seeks a Teller to deliver outstanding customer service, educate customers on Consumer and Business Banking solutions, and promote digital banking usage. You will process transactions, handle inquiries, and support branch operations with a customer-centric approach.

The role emphasizes sales through service, with opportunities to refer customers to partners for product solutions and to assist with loan-related questions while adhering to AML and KYC controls.

Qualifications

• Strong verbal communication skills.
• Ability to interact with diverse customers.
• Excellent time management and organization.
• Comfort with digital banking tools.

Responsibilities

• Educate customers and explain banking solutions based on identified needs.
• Engage customers to promote digital banking capabilities.
• Explain loan application criteria and process.
• Handle servicing tasks and refer opportunities to banking partners as appropriate.
• Maintain customer service standards and resolve complaints in systems.
• Support lobby management, greet customers, and address banking needs.

Skills

Verbal communication

Interpersonal skills

Customer service

Time management

Prioritization

Digital literacy

Education

High school diploma or GED

Retail sales / customer service experience

Tools

Internet & email usage

Job description

M&T Bank in New Haven, CT seeks a Teller to deliver outstanding customer service, educate customers on Consumer and Business Banking solutions, and promote digital banking usage. You will process transactions, handle inquiries, and support branch operations with a customer-centric approach.

The role emphasizes sales through service, with opportunities to refer customers to partners for product solutions and to assist with loan-related questions while adhering to AML and KYC controls.