Branch Banking Advisor: Sales, Service & Digital Solutions

M&T Bank; Village of Wappingers Falls (NY); On-site; USD 28,000 - 47,000; Full time

Job summary

M&T Bank in Wappingers Falls, NY is seeking a branch associate to deliver exceptional service as a Teller, handling transactions, advising on banking solutions and guiding customers to digital tools.

You will engage walk-ins and scheduled appointments, promote products, maintain AML/KYC compliance, and contribute to customer retention and branch sales. The role requires strong communication, adaptability, and the ability to work in a fast-paced environment.

Qualifications

• High school diploma or GED and 1+ year proven retail sales, call center, customer service, or telesales experience.
• Strong verbal communication skills.
• Strong interpersonal skills.
• Ability to interact with consumer to small business customers.
• Proven time management and prioritization skills.
• Proficiency with internet-user level technology.

Responsibilities

• Educate customers and explain features and benefits of Consumer and Business Banking solutions; make recommendations based on the customer’s identified needs.
• Engage customers to bank with us and promote digital capabilities in interactions.
• Explain the high-level criteria used to decision loan applications.
• Complete servicing-related duties for Consumer and Business Banking relationships and identify opportunities for other banking needs.
• Follow the Bank’s sales process and provide customer-focused advice and guidance.
• Proactively reach out to customers to support retention and expansion of relationships.
• Maintain customer service standards and deliver a differentiated experience.

Skills

Retail sales

Customer service

Verbal communication

Interpersonal skills

Time management

Prioritization

Internet proficiency

Education

High school diploma or GED

Job description

M&T Bank in Wappingers Falls, NY is seeking a branch associate to deliver exceptional service as a Teller, handling transactions, advising on banking solutions and guiding customers to digital tools.

You will engage walk-ins and scheduled appointments, promote products, maintain AML/KYC compliance, and contribute to customer retention and branch sales. The role requires strong communication, adaptability, and the ability to work in a fast-paced environment.