Banking Solutions Advisor — Customer Experience & Digital Engagement

M&T Bank; New York (NY); On-site; USD 31,395 - 52,335; Full time

Job summary

M&T Bank in New York is seeking a branch Teller to deliver exceptional service, handle routine transactions, and identify opportunities to meet customer banking needs. You will engage customers, promote digital tools, and refer to specialists as needed.

The role emphasizes adherence to AML/KYC controls, accurate logging of interactions, and maintaining a welcoming, customer-centric branch presence in a fast-paced environment.

Qualifications

• High school diploma or GED required; 1 year of proven retail sales, call center, customer service, or telesales experience preferred.
• Strong verbal and written communication skills.
• Ability to interact with a range of customers from consumer to small business.

Responsibilities

• Educate customers and explain features and benefits of Consumer and Business Banking solutions; make recommendations based on needs.
• Engage customers and promote digital banking solutions in interactions.
• Explain loan application criteria at a high level.
• Perform servicing tasks for Consumer and Business Banking customers and identify cross-sell opportunities.
• Follow sales processes and provide customer-focused guidance.
• Proactively reach out to customers to retain and expand relationships.
• Maintain customer service standards and deliver a differentiated experience.
• Assist in lobby management and welcome customers, addressing needs or directing to partners.
• Refer appropriate banking partners when opportunities arise.
• Adhere to AML/KYC processes and identify potential fraud.
• Log and resolve customer complaints; manage overdrafts and transactions accurately.
• Complete branch operations and document customer interactions.

Skills

Verbal communication

Interpersonal skills

Customer interaction

Handling difficult conversations

Organization

Time management

Prioritization

Working under time constraints

Digital fluency

Education

High school diploma or GED

Bilingual (branch needs)

Job description

M&T Bank in New York is seeking a branch Teller to deliver exceptional service, handle routine transactions, and identify opportunities to meet customer banking needs. You will engage customers, promote digital tools, and refer to specialists as needed.

The role emphasizes adherence to AML/KYC controls, accurate logging of interactions, and maintaining a welcoming, customer-centric branch presence in a fast-paced environment.