Branch Banking Sales & Service Specialist

M&T Bank; Woodbridge (CT); Vor Ort; USD 30.000 - 50.000; Vollzeit

Zusammenfassung

M&T Bank in Woodbridge, VA seeks a Branch Teller focused on delivering exceptional customer service and sales through in-branch interactions and digital engagement.

You will educate customers on Consumer and Business Banking solutions, handle transactions, and identify opportunities to refer partners for product solutions while upholding AML/KYC processes.

Strong communication, time management, and the ability to handle time constraints in a fast-paced branch are essential.

Qualifikationen

• Strong verbal communication skills
• Interpersonal skills
• Excellent time management and organizational abilities
• Ability to handle difficult customer conversations
• Proficient with internet-based technology and digital tools
• Customer service or sales experience in retail or financial services

Aufgaben

• Educate customers on Consumer/Business Banking products and benefits.
• Engage customers and promote digital capabilities in interactions.
• Explain high-level loan decision criteria.
• Complete servicing tasks and identify opportunities for additional needs.
• Follow the sales process with customer-focused guidance.
• Proactively reach out to retain and expand relationships.
• Adhere to service standards and deliver moments that matter.
• Lobby management: greet customers and address needs.
• Refer banking partners when opportunities arise.
• Assist AML/BSA/KYC processes and flag suspected fraud.
• Log and resolve customer complaints and overdrafts.
• Complete customer transactions accurately.
• Document interactions in the appropriate system.
• Maintain compliance and risk controls.

Kenntnisse

Verbal communication

Interpersonal skills

Time management

Organizational skills

Difficult conversations

Customer service

Digital literacy

Retail sales

Ausbildung

High school diploma or GED

Bilingual based on branch needs

Jobbeschreibung

M&T Bank in Woodbridge, VA seeks a Branch Teller focused on delivering exceptional customer service and sales through in-branch interactions and digital engagement.

You will educate customers on Consumer and Business Banking solutions, handle transactions, and identify opportunities to refer partners for product solutions while upholding AML/KYC processes.

Strong communication, time management, and the ability to handle time constraints in a fast-paced branch are essential.