Branch Banker: Sales, Service & Digital Engagement

M&T Bank; Reston (VA); Presencial; USD 30.000 - 50.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Restaurant benefits

Employee engagement

Descripción de la vacante

M&T Bank in Reston, Virginia seeks a Branch Teller to support daily branch operations for Consumer and Business Banking customers. You will assist customers, process transactions accurately, educate on products, and promote digital tools to enhance banking experiences.

Acting in lobby with greeting duties, you will follow sales processes, meet customer needs, and refer opportunities to banking partners as appropriate. Compliance with AML/KYC standards and teamwork are essential.

Formación

• High school diploma or GED required.
• Retail sales, call center, customer service or telesales experience preferred.
• Strong verbal communication and interpersonal skills.
• Ability to work in a fast-paced branch and meet customer needs.

Responsabilidades

• Educate customers and explain features and benefits of Consumer and Business Banking solutions; make recommendations based on the customer’s identified needs.
• Engage customers in a variety of ways to bank with us and provide solutions to meet their needs, encouraging and supporting the use of digital capabilities in customer interactions.
• Explain the high-level criteria used to decision loan applications.
• Complete servicing-related responsibilities specific to Consumer and Business Banking customer relationships and lead with inquiries to identify opportunities to solve for other banking needs.
• Follow the Bank’s sales process and provide simplified, customer-focused advice and guidance.
• Proactively reach out to customers to contribute to the retention and expansion of all Consumer and Business Banking relationships.
• Adhere to established customer service standards and provide a differentiated experience by understanding customer needs and delivering solutions in moments that matter most to them.
• Actively engage in lobby management, meeting and greeting customers and proactively inquiring and taking ownership to solve their banking needs.
• Introduce appropriate banking partner when servicing needs present an opportunity for a product solution.
• Assist and stay current with the Consumer and Business Banking AML (Anti-Money Laundering), BSA (Bank Secrecy Act) and KYC (Know Your Customer) processes and related activities. Identify and elevate cases of suspected fraud.
• Resolve and accurately log all customer complaints in the appropriate system.
• Review, approve and help resolve Consumer and Business Banking customer overdrafts.
• Accurately complete customer transactions.
• Complete related operational activities required by assigned branch, including documenting interactions and appointments with customers using the appropriate system.
• 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.
• Responsible for meeting and maintaining registration requirements under the Federal SAFE Act.
• Complete other related duties as assigned.

Conocimientos

Verbal communication

Interpersonal skills

Customer interaction

Handling difficult conversations

Organization

Time management

Prioritization

Teamwork under time constraints

Internet proficiency

Educación

High school diploma or GED

Descripción del empleo

M&T Bank in Reston, Virginia seeks a Branch Teller to support daily branch operations for Consumer and Business Banking customers. You will assist customers, process transactions accurately, educate on products, and promote digital tools to enhance banking experiences.

Acting in lobby with greeting duties, you will follow sales processes, meet customer needs, and refer opportunities to banking partners as appropriate. Compliance with AML/KYC standards and teamwork are essential.