Mobile Branch Banker - Customer Experience & Sales

M&T Bank

Medford (MA)

On-site

USD 31,000 - 52,000

Full time

14 days+
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Job summary

M&T Bank is seeking a Float Universal Banker to deliver exceptional service and support across branch locations. This role focuses on telling, sales, and digital engagement for Consumer and Business Banking customers, requiring mobility within the designated area.

The position emphasizes educating customers, recommending solutions, and assisting with basic loan criteria and servicing tasks while promoting a superior customer experience across branches.

Qualifications

  • Proven retail sales or customer service experience (1+ year).
  • Ability to travel between branches as needed.
  • Excellent communication and interpersonal abilities.

Responsibilities

  • Educate customers on Consumer/Business Banking solutions and make appropriate recommendations.
  • Engage customers to promote digital banking and cross-sell where appropriate.
  • Explain loan criteria and assist with basic servicing needs.
  • Follow sales processes to provide customer-focused guidance and solutions.
  • Proactively contact customers to support retention and relationship expansion.
  • Assist in lobby management and greet customers to identify needs.

Skills

Strong verbal communication
Interpersonal skills
Time management
Customer service

Education

High school diploma or GED

Tools

Internet applications

Job description

M&T Bank is seeking a Float Universal Banker to deliver exceptional service and support across branch locations. This role focuses on telling, sales, and digital engagement for Consumer and Business Banking customers, requiring mobility within the designated area.

The position emphasizes educating customers, recommending solutions, and assisting with basic loan criteria and servicing tasks while promoting a superior customer experience across branches.

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