Universal Banker M&T Bank
Overview
Specializes in branch customer experience through sales service and digital engagement of 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.
What You'll Do21
- 1Educate customers and explain features and benefits of Consumer and Business Banking solutions
- 2Make recommendations based on the customer’s identified needs
- 3Engage 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
- 4Explain the high-level criteria used to decision loan applications
- 5Complete servicing-related responsibilities specific to Consumer and Business Banking customer relationships and lead with inquiries to identify opportunities to solve for other banking needs
- 6Follow the Bank’s sales process and provide simplified, customer-focused advice and guidance
- 7Proactively reach out to customers to contribute to the retention and expansion of all Consumer and Business Banking relationships
- 8Adhere to established customer service standards and provide a differentiated experience by understanding customer needs and delivering solutions in moments that matter most to them
- 9Actively engage in lobby management, meeting and greeting customers and proactively inquiring and taking ownership to solve their banking needs
- 10Introduce appropriate banking partner when servicing needs present an opportunity for a product solution
- 11Assist and stay current with the Consumer and Business Banking AML Anti-Money Laundering BSA Bank Secrecy Act KYC Know Your Customer processes and related activities
- 12Identify and escalate cases of suspected fraud
- 13Resolve and accurately log all customer complaints in the appropriate system
- 14Review approve and help resolve Consumer and Business Banking customer overdrafts
- 15Accurately complete customer transactions
- 16Complete related operational activities required by assigned branch including documenting interactions and appointments with customers using the appropriate system
- 17Adhere to applicable compliance operational risk controls in accordance with Company or regulatory standards and policies
- 18Promote an environment that supports belonging and reflects the M&T Bank brand
- 19Maintain M&T internal control standards including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable
- 20Responsible for meeting and maintaining registration requirements under the Federal SAFE Act
- 21Complete other related duties as assigned
Requirements5
- 1High school diploma or equivalent GED and a minimum of 1 year’s proven retail sales call center or telesales experience
- 25+ years building ETL pipelines with Spark and Airflow
- 33-5 seasons experience
- 45+ years building ETL pipelines with Python
- 53-5 seasons experience
Salary Insight
$42 - $71k per year
Location
Required Skills
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