Part Time Bilingual Market Banker (English & Spanish, 20-25 hrs)

M&T Bank; Monsey (NY); On-site; USD 10,000 - 60,000; Full time

Job summary

M&T Bank is seeking a Float Universal Banker to enhance customer experience through sales and service. This role involves educating customers on banking solutions, managing lobby activities, and addressing customer needs. Candidates should possess strong communication skills and a high school diploma, with a focus on delivering exceptional service and driving sales.

Qualifications

• At least 1 year of retail sales, customer service, or telesales experience.
• Ability to travel between branches as needed.
• Ability to handle diverse customer interactions.

Responsibilities

• Educate customers on banking solutions and promote products.
• Manage lobby activities and greet customers.
• Handle servicing responsibilities and identify cross-selling opportunities.

Skills

Fluent communication skills

Strong verbal and interpersonal skills

Organized with good time management

Proficiency with internet and basic technology

Education

High school diploma or GED

Job description

Overview:
Specializes in enhancing our branch customer experience through sales, service, and digital engagement for our Consumer and Business Banking customers. Supports daily branch operations as a Teller and addresses customer service and sales needs as assigned. Manages scheduled customer appointments and walk-ins to identify needs; refers complex issues to appropriate team members. The Float Universal Banker frequently travels within a designated area to assist various branches.

Primary Responsibilities:

1. Educate customers on features and benefits of Banking solutions; recommend based on customer needs.
2. Engage customers to promote banking products and digital capabilities.
3. Explain high-level loan application decision criteria.
4. Handle servicing responsibilities for Banking relationships and identify cross-selling opportunities.
5. Follow the Bank’s sales process, providing customer-focused advice.
6. Proactively contact customers to retain and grow relationships.
7. Maintain high customer service standards, understanding needs and delivering solutions.
8. Manage lobby activities, greet customers, and proactively address their banking needs.
9. Introduce banking partners when appropriate solutions are identified.
10. Stay current with AML, BSA, and KYC processes; escalate suspected fraud cases.
11. Log and resolve customer complaints accurately.
12. Review and resolve overdrafts.
13. Process transactions accurately.
14. Complete operational activities, document interactions and appointments.
15. Adhere to compliance and risk controls.
16. Promote an inclusive environment reflecting the Bank's brand.
17. Maintain internal controls and address audit or regulatory issues.
18. Meet and maintain registration under the Federal SAFE Act.
19. Perform other duties as assigned.

Scope of Responsibilities:

Provide exceptional service, resolve problems promptly, and drive sales and customer experience. Collaborate across departments to resolve operational issues. Demonstrate empathy, customer focus, digital fluency, adaptability, entrepreneurial spirit, and critical thinking. Be versatile in handling various banking needs, including account opening, loans, problem resolution, and transactions.

Managerial/Supervisory Responsibilities:

Not Applicable

Education and Experience Required:

• High school diploma or GED, with at least 1 year of retail sales, customer service, or telesales experience.
• Fluent communication skills in English and a second language, assessed via an evaluation.
• Ability to travel between branches as needed.
• Strong verbal and interpersonal skills.
• Ability to handle diverse customer interactions and difficult conversations.
• Organized with good time management and prioritization skills.
• Ability to work under time constraints in a team environment.
• Proficiency with internet and basic technology.

Preferred:

• Bilingual skills based on branch needs.
• Proven sales or referral ability.

Physical Requirements:

• Stand for long periods.
• Use hands and fingers extensively.
• Lift objects weighing 5-30 lbs.
• Read fine print.
• Interact face-to-face in an open environment.

Salary range: $21.00 - $34.29/hour. Location: Monsey, NY.