Hybrid Banker: Elevate Customer Experience & Digital Banking

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

Job summary

M&T Bank in Center Moriches, NY seeks a Float Universal Banker to support branch operations, deliver exceptional customer service, and drive sales across Consumer and Business Banking products. The role involves educating customers, guiding them to digital tools, and assisting in loan and account activities.

Candidates should have at least 1 year in retail or service roles, strong communication, and the ability to travel between branches within the designated area.

Qualifications

• Minimum 1 year of proven retail sales, call center, customer service, or telesales experience.
• Ability to travel between branches as needed.
• Strong verbal and interpersonal skills.
• Ability to handle diverse customers and difficult conversations.
• Proficiency with internet-based tools and banking platforms.

Responsibilities

• Educate customers on Consumer and Business Banking solutions and make recommendations.
• Engage customers and promote digital capabilities in interactions.
• Explain loan application criteria at a high level.
• Perform servicing tasks for customer relationships and identify cross-sell opportunities.
• Follow the bank's sales process and provide customer-focused guidance.

Skills

Retail sales

Customer service

Telesales

Communication

Time management

Education

High school diploma or GED

Job description

M&T Bank in Center Moriches, NY seeks a Float Universal Banker to support branch operations, deliver exceptional customer service, and drive sales across Consumer and Business Banking products. The role involves educating customers, guiding them to digital tools, and assisting in loan and account activities.

Candidates should have at least 1 year in retail or service roles, strong communication, and the ability to travel between branches within the designated area.