Branch Floater & Digital Banking Specialist

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

Job summary

M&T Bank in Hauppauge, NY is seeking a Float Universal Banker to provide exceptional service across branches, assist with teller duties, sales and digital engagement, and greet customers in the lobby.

The role requires travel between branches, strong communication, ability to handle customer inquiries, process transactions, and uphold AML/KYC compliance; teamwork and flexibility are essential, with a focus on building trust and delivering solutions.

Qualifications

• High school diploma or GED with 1 year experience in retail sales, call center, or customer service
• Ability to travel between branches as needed
• Excellent verbal and interpersonal communication
• Ability to handle difficult customer conversations
• Proficient with internet-based tools

Responsibilities

• Educate customers on banking solutions and make recommendations
• Engage customers to promote digital banking capabilities
• Explain loan decision criteria at a high level
• Complete servicing tasks for consumer and business banking relationships
• Follow the bank's sales process with customer-focused guidance
• Proactively reach out to retain and expand customer relationships

Skills

Strong verbal communication

Strong interpersonal skills

Customer service orientation

Time management

Multitasking

Education

High school diploma or GED

1 year retail sales / customer service experience

Job description

M&T Bank in Hauppauge, NY is seeking a Float Universal Banker to provide exceptional service across branches, assist with teller duties, sales and digital engagement, and greet customers in the lobby.

The role requires travel between branches, strong communication, ability to handle customer inquiries, process transactions, and uphold AML/KYC compliance; teamwork and flexibility are essential, with a focus on building trust and delivering solutions.