Branch Banking Specialist: Customer Experience & Sales

M&T Bank; Monroe (NJ); On-site; USD 31,000 - 52,000; Full time

Job summary

M&T Bank in Monroe, New Jersey is seeking a branch teller to support daily operations and deliver outstanding customer service for both Consumer and Business Banking customers. You will handle transactions, identify customer needs, and refer opportunities to banking partners to meet sales goals.

The role emphasizes customer engagement, digital tools usage, and adherence to Bank processes including AML, BSA, and KYC procedures to maintain compliance and security in a fast-paced branch setting.

Qualifications

• High school diploma or equivalent (GED) and a minimum of 1 year’s proven retail sales, call center, customer service, or telesales experience
• Strong verbal communication skills
• Strong interpersonal skills
• Ability to interact with varying customers (consumer to small business)
• Ability to effectively handle difficult customer conversations
• Well-organized
• Proven time management skills
• Proven prioritization skills
• Ability to work under critical time constraints in a team environment
• 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 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.

Job description

M&T Bank in Monroe, New Jersey is seeking a branch teller to support daily operations and deliver outstanding customer service for both Consumer and Business Banking customers. You will handle transactions, identify customer needs, and refer opportunities to banking partners to meet sales goals.

The role emphasizes customer engagement, digital tools usage, and adherence to Bank processes including AML, BSA, and KYC procedures to maintain compliance and security in a fast-paced branch setting.