Traveling Universal Banker: Customer Experience & Sales

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

Benefits offered by this job

None

Job summary

M&T Bank is seeking a Float Universal Banker in Medford, NY. The role supports branch operations as a Teller, handling customer service and sales while traveling between branches within a designated area to assist staff as needed.

The position emphasizes empathy, customer centricity, and adherence to AML/BSA/KYC processes, with focus on delivering a differentiated customer experience.

Qualifications

• High school diploma or equivalent required with retail sales, customer service or telesales experience.
• Ability to travel between branches on an as-needed basis.
• Strong verbal and interpersonal communication skills.
• Proficiency with internet-based tools and systems.

Responsibilities

• Educate customers and explain banking features; make recommendations.
• Engage customers and promote digital capabilities in interactions.
• Explain criteria used to decision loan applications.
• Complete servicing-related tasks for Consumer and Business Banking relationships.

Skills

Strong verbal communication

Strong interpersonal skills

Customer service experience

Time management

Internet user-level technology

Education

High school diploma or equivalent

Bilingual based on branch needs

Proven referral and/or sales ability

Job description

M&T Bank is seeking a Float Universal Banker in Medford, NY. The role supports branch operations as a Teller, handling customer service and sales while traveling between branches within a designated area to assist staff as needed.

The position emphasizes empathy, customer centricity, and adherence to AML/BSA/KYC processes, with focus on delivering a differentiated customer experience.