Branch Customer Experience Banker (Digital & Sales)

M&T Bank

Bear (AZ)

On-site

USD 29,000 - 47,000

Full time

14 days+
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Job summary

M&T Bank in Bear, DE seeks a branch teller to deliver exceptional customer service, educate customers on banking solutions, and drive cross-sell opportunities. You will manage daily branch operations, handle transactions, and support AML/KYC compliance, while promoting digital banking tools and a customer-centric experience.

The role requires strong communication, organizational skills, and the ability to work under time constraints in a team environment.

Qualifications

  • High school diploma or GED required.
  • Minimum 1 year of 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 handle difficult customer conversations.
  • Well-organized with time management and 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 identified needs.
  • Engage customers to bank with us and provide solutions, promoting digital capabilities.
  • Explain the high-level criteria used to decision loan applications.
  • Assist and service Consumer and Business Banking relationships; identify opportunities for other banking needs.
  • Follow the Bank’s sales process and provide customer-focused guidance.
  • Proactively reach out to customers to retain and expand relationships.
  • Adhere to customer service standards and deliver a differentiated experience.
  • Engage in lobby management and greet customers, addressing banking needs.
  • Introduce appropriate banking partner when servicing opportunities arise.
  • Help and stay current with AML, BSA, KYC processes and fraud cases.
  • Resolve and log customer complaints; review and resolve overdrafts.
  • Complete customer transactions accurately and document interactions in the system.
  • Adhere to compliance/operational risk controls and policies.
  • Promote M&T Bank brand and maintain internal controls.

Skills

Verbal communication
Interpersonal skills
Customer interaction
Difficult conversations
Organized
Time management
Prioritization
Team collaboration
Internet proficiency

Education

High school diploma or GED

Job description

M&T Bank in Bear, DE seeks a branch teller to deliver exceptional customer service, educate customers on banking solutions, and drive cross-sell opportunities. You will manage daily branch operations, handle transactions, and support AML/KYC compliance, while promoting digital banking tools and a customer-centric experience.

The role requires strong communication, organizational skills, and the ability to work under time constraints in a team environment.

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