Digital Banking Advisor & Teller — Sales & Service

M&T Bank Corporation; Wellesley (MA); Hybrid; USD 30,000 - 50,000; Full time

Job summary

M&T Bank Corporation is seeking an Universal Banker in Wellesley, MA. This role focuses on delivering exceptional branch customer experiences through sales, service, and digital engagement for Consumer and Business Banking customers.

You will perform teller duties, handle appointments, and promote digital banking solutions to meet customer needs. Responsibilities include educating customers, handling loan inquiries, processing transactions, and maintaining AML/KYC compliance.

Qualifications

• High school diploma or GED required.
• 1+ year proven retail sales, call center, customer service, or telesales experience.
• Strong verbal communication and interpersonal skills.
• Proficiency with internet user-level technology.

Responsibilities

• Educate customers on Consumer and Business Banking solutions and explain features and benefits.
• Engage customers and promote digital capabilities in interactions.
• Explain high-level criteria used to decide loan applications.
• Complete servicing-related tasks for Consumer and Business Banking relationships.
• Follow the bank's sales process and provide customer-focused advice.
• Proactively reach out to retain and expand relationships.
• Adhere to customer service standards and resolve issues promptly.
• Support lobby management and document interactions in the system.

Skills

Verbal communication

Interpersonal skills

Digital literacy

Retail sales experience

Education

High school diploma or GED

Bilingual based on branch needs

Job description

M&T Bank Corporation is seeking an Universal Banker in Wellesley, MA. This role focuses on delivering exceptional branch customer experiences through sales, service, and digital engagement for Consumer and Business Banking customers.

You will perform teller duties, handle appointments, and promote digital banking solutions to meet customer needs. Responsibilities include educating customers, handling loan inquiries, processing transactions, and maintaining AML/KYC compliance.