Branch Banking & Sales Specialist

M&T Bank Corporation; Hauppauge (NY); On-site; USD 31,000 - 52,000; Full time

Job summary

M&T Bank in Hauppauge, NY is seeking a Branch Teller to deliver exceptional customer service and support daily branch operations. You will educate customers on banking products, process transactions, and guide customers to digital banking solutions to improve their experience.

Responsibilities include handling servicing tasks, promoting cross-sell opportunities, and ensuring compliance with AML/KYC standards.

Qualifications

• High school diploma or GED required.
• ,
• Experience in retail sales, call center, or customer service preferred.
• Comfort with standard banking processes and digital tools.

Responsibilities

• Educate customers and explain features and benefits of Consumer and Business Banking solutions.
• Meet customer needs and make product recommendations.
• Engage customers to promote digital banking capabilities.
• Explain loan decision criteria at a high level.
• Handle servicing tasks for consumer and business relationships.
• Follow sales process and provide customer-focused guidance.
• Proactively contact customers to support retention and relationship growth.
• Log customer interactions and requests accurately in the system.
• Assist with overdraft reviews and related banking operations.

Skills

Verbal communication

Interpersonal skills

Customer service

Time management

Prioritization

Problem solving

Teamwork

Digital literacy

Adaptability

Education

High school diploma or GED with 1+ year in retail sales/call center/customer service

Bilingual based on branch needs

Job description

M&T Bank in Hauppauge, NY is seeking a Branch Teller to deliver exceptional customer service and support daily branch operations. You will educate customers on banking products, process transactions, and guide customers to digital banking solutions to improve their experience.

Responsibilities include handling servicing tasks, promoting cross-sell opportunities, and ensuring compliance with AML/KYC standards.