Universal Banker: Customer Sales & Digital Banking Pro

Talentify; Springfield (MA); On-site; USD 25,000 - 43,000; Full time

Job summary

M&T Bank in Springfield, MA is seeking a Branch Teller to deliver exceptional customer service and support daily branch operations. You will educate customers on Consumer and Business Banking solutions and assist with accounts, loans, and digital banking adoption.

The role emphasizes relationship-building, accurate transactions, and adherence to AML/BSA/KYC procedures in a fast-paced, in-branch setting.

Qualifications

• High school diploma or GED is required.
• Strong verbal communication skills are essential.
• Excellent interpersonal skills and the ability to work with diverse customers are required.
• Effective time management and prioritization capabilities are needed.
• Proficiency with internet-based tools and common software is expected.

Responsibilities

• Educate customers and explain features and benefits of Consumer and Business Banking solutions; make recommendations based on the customer’s identified needs.
• Engage customers in a variety of ways to bank with us and provide solutions to meet their needs, encouraging and supporting the use of digital capabilities in customer interactions.
• Explain the high-level criteria used to decision loan applications.
• Complete servicing-related responsibilities specific to Consumer and Business Banking customer relationships and lead with inquiries to identify opportunities to solve for other banking needs.
• Follow the Bank’s sales process and provide simplified, customer-focused advice and guidance.
• Proactively reach out to customers to contribute to the retention and expansion of all Consumer and Business Banking relationships.
• Adhere to established customer service standards and provide a differentiated experience by understanding customer needs and delivering solutions in moments that matter most to them.
• Actively engage in lobby management, meeting and greeting customers and proactively inquiring and taking ownership to solve their banking needs.
• Introduce appropriate banking partner when servicing needs present an opportunity for a product solution.
• Assist and stay current with AML/BSA/KYC processes and related activities; identify and elevate suspected fraud cases.
• Resolve and log customer complaints; review, approve and help resolve overdrafts.
• Complete customer transactions accurately and document interactions and appointments in the systems.
• Adhere to compliance and risk controls and promote the Bank’s brand and service standards.

Skills

Verbal communication

Interpersonal skills

Time management

Prioritization

Internet literacy

Education

High school diploma

Job description

M&T Bank in Springfield, MA is seeking a Branch Teller to deliver exceptional customer service and support daily branch operations. You will educate customers on Consumer and Business Banking solutions and assist with accounts, loans, and digital banking adoption.

The role emphasizes relationship-building, accurate transactions, and adherence to AML/BSA/KYC procedures in a fast-paced, in-branch setting.