Customer Banking Specialist: Loans & Digital Solutions

M&T Bank Corporation; Town of New Hartford (NY); On-site; USD 25,000 - 43,000; Full time

Job summary

M&T Bank Corporation in New Hartford, NY is seeking a customer-focused professional to educate customers on Consumer and Business Banking solutions and to deliver tailored financial guidance.

You will engage customers, promote digital capabilities, explain loan criteria, and handle servicing tasks while adhering to regulatory and internal controls to ensure a differentiated in-branch experience.

Qualifications

• High school diploma or GED required.
• At least 1 year of proven retail sales or customer service experience.
• Strong verbal communication and interpersonal skills.
• Ability to handle difficult customer conversations.
• Bilingual capability beneficial depending on branch needs.

Responsibilities

• Educate customers on Consumer and Business Banking solutions and explain benefits.
• Engage customers to bank with us and promote digital capabilities.
• Explain high-level loan decision criteria to customers.
• Follow the sales process and provide customer-focused guidance.
• Proactively reach out to retain and expand relationships.
• Adhere to compliance controls and complete branch operations.

Skills

Customer service

Retail sales

Communication skills

Teamwork

Problem solving

Education

High school diploma or GED

Job description

M&T Bank Corporation in New Hartford, NY is seeking a customer-focused professional to educate customers on Consumer and Business Banking solutions and to deliver tailored financial guidance.

You will engage customers, promote digital capabilities, explain loan criteria, and handle servicing tasks while adhering to regulatory and internal controls to ensure a differentiated in-branch experience.