Part Time Universal Banker (20 - 25 hrs)

M&T Bank; Baldwin Place (NY); On-site; USD 60,000 - 80,000; Part time

Job summary

M&T Bank is seeking a Part Time Universal Banker in Baldwin Place, NY. This role focuses on enhancing the customer experience through sales and service, supporting branch operations, and engaging with customers to meet their banking needs. Ideal candidates will have retail sales experience and strong communication skills.

Qualifications

• 1+ years in retail sales, customer service, or telesales.
• Strong communication and interpersonal skills.
• Ability to handle difficult conversations and manage time effectively.

Responsibilities

• Educate customers on banking solutions and make recommendations.
• Engage customers and promote digital capabilities.
• Resolve customer complaints and maintain compliance.

Skills

Communication

Interpersonal skills

Sales skills

Customer service

Digital fluency

Education

High school diploma or GED

Job description

Part Time Universal Banker (20 - 25 hrs)

Join to apply for the Part Time Universal Banker (20 - 25 hrs) role at M&T Bank.

Overview

Specializes in our branch customer experience through sales, service, and digital engagement of our Consumer and Business Banking customers. Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned branch. Holds customer appointments scheduled by customers and/or branch team as well as walk-in appointments to identify customer needs; refers complex customer needs to the appropriate team member/partner.

Primary Responsibilities

• Educate customers and explain features and benefits of banking solutions; make recommendations based on customer needs.
• Engage customers to bank with us and promote digital capabilities.
• Explain criteria used to decide loan applications.
• Complete servicing responsibilities and identify opportunities for additional banking needs.
• Follow sales process and provide customer-focused advice.
• Proactively reach out to retain and expand customer relationships.
• Adhere to customer service standards and deliver solutions in key moments.
• Actively manage lobby, greet customers, and address banking needs.
• Introduce banking partners when appropriate.
• Assist with AML, BSA, and KYC processes; escalate suspected fraud.
• Resolve customer complaints and log interactions.
• Review and resolve overdrafts, complete transactions, and document interactions.
• Maintain compliance and internal control standards.
• Support a welcoming environment reflecting M&T Bank’s brand.
• Complete other duties as assigned.

Scope of Responsibilities

Provide exceptional service, resolve problems, and drive sales. Collaborate across departments to ensure operational efficiency. Demonstrate empathy, customer centricity, digital fluency, and adaptability in servicing banking needs.

Qualifications

• High school diploma or GED and 1+ years in retail sales, customer service, or telesales.
• Strong communication and interpersonal skills.
• Ability to handle difficult conversations and manage time effectively.
• Proficiency with internet technology.

Preferred: Bilingual, proven sales/referral ability.

Physical Requirements

• Stand for long periods, lift 5-30 lbs, read fine print, interact face-to-face.

Compensation and Location

Pay range: $21.00 - $34.29/hour. Location: Baldwin Place, NY.