Universal Banker Star Market Waltham Branch
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 Do22
- 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
- 4Encourage and support the use of digital capabilities in customer interactions
- 5Explain the high-level criteria used to decision loan applications
- 6Complete servicing-related responsibilities specific to Consumer and Business Banking customer relationships
- 7Lead with inquiries to identify opportunities to solve for other banking needs
- 8Follow the Bank’s sales process and provide simplified customer-focused advice and guidance
- 9Proactively reach out to customers to contribute to the retention and expansion of all Consumer and Business Banking relationships
- 10Adhere to established customer service standards and deliver solutions in moments that matter most to them
- 11Actively engage in lobby management, meeting and greeting customers and proactively inquiring and taking ownership to solve their banking needs
- 12Introduce appropriate banking partner when servicing needs present an opportunity for a product solution
- 13Assist and stay current with the Consumer and Business Banking AML Anti-Money Laundering BSA Bank Secrecy Act KYC Know Your Customer processes
- 14Identify and escalate cases of suspected fraud
- 15Resolve and accurately log all customer complaints in the appropriate system
- 16Review approve and help resolve Consumer and Business Banking customer overdrafts
- 17Accurately complete customer transactions
- 18Document interactions and appointments with customers using the appropriate system
- 19Adhere to applicable compliance operational risk controls in accordance with Company or regulatory standards and policies
- 20Promote an environment that supports belonging and reflects the M&T Bank brand
- 21Maintain M&T internal control standards including timely implementation of internal and external audit points
- 22Complete other related duties as assigned
Requirements8
- 1High school diploma or equivalent GED and a minimum of 1 year’s proven retail sales call center customer service or telesales experience
- 25+ years building ETL pipelines with Spark and Airflow
- 33-5 seasons working in financial services
- 4Strong verbal communication skills
- 5Ability to interact with varying customers consumer to small business
- 6Proven time management skills
- 7Proven prioritization skills
- 8Ability to work under critical time constraints in a team environment
Salary Insight
Salary not disclosed in listing
Similar open positions
Explore active roles that match your skills and interests.
M&T Bank
VerifiedUniversal Banker M&T Bank
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.
M&T Bank
VerifiedBranch Customer Experience Specialist M&T Bank
Specializes in branch customer experience through digital engagement lobby management transactional processing retail servicing. Processes financial transactions accurately efficiently. Provides differentiated experience by understanding customer needs and delivering solutions in moments that matter most. Educates customers through digital demonstrations identifies self-service opportunities meets identified needs. Engages in lobby management meeting and greeting customers proactively inquiring taking ownership addressing immediate needs. Balances and processes transactions following bank policy. Takes ownership of escalated account services issues logs complaints completes sales opportunities provides introductions to banking partners. Completes branch-related operational activities cash ordering vault ATM wire transfers processes maintenance. Completes consumer aml bsa kyc activities adheres to compliance controls promotes belonging reflects m t bank brand maintains internal control standards timeliness audit points issues raised external regulators. Supports company culture exemplifies empathy customer centricity flexibility adaptability digital fluency entrepreneurial spirit critical thinking.
First Lockhart Bank Careers
VerifiedUniversal Banker
Key customer facing representative providing exceptional service handling teller and new accounts duties. Build customer relationships and support branch success.
001 Manufacturers and Traders Trust Co
VerifiedRelationship Banker
Identifies customer needs through retail sales process to provide proactive basic sales solutions and refer complex needs to appropriate team members. Specializes in branch customer experience via lobby management and sales interactions for retail and business customers. Plays key role in Relationship Management through customer assessments, profiling, account opening, and lead-focused outbound calling. Drives sales process activities including profile/pre-call planning, outreach, appointment preparation, interaction, and follow-up. Completes basic research on customer profiles to assess value addition and transition to needs-based discussions on financial goals. Presents appropriate product and service options while collaborating with internal partners. Proactively reaches out via email or phone to educate on value added products/services. Onboards new customers regardless of channel. Establishes trust through regular proactive outreach. Schedules preset appointments for the following week and holds them weekly. Prepares for scheduled meetings with pre-call plans. Performs customer servicing interactions adhering to compliance and operational risk controls. Promotes belonging reflecting M&T Bank brand. Maintains internal control standards including audit points and regulatory compliance. Meets registration requirements under the Federal SAFE Act. Key driver of customer flow supporting branch goals. Services existing customers and grows business by identifying sales opportunities. Stays current on operational, product, and system changes while demonstrating good risk management decisions.
94-1687665 Bank of America, National Association
VerifiedRelationship Banker - Chestnut Hill Financial Center
The Relationship Banker will own client interactions in the lobby while leveraging mobile banking and online banking to educate users. You will process cash transactions efficiently and engage in deep conversations to understand client financial goals. This role drives operational excellence and builds relationships through proactive communication. The position offers a collaborative environment focused on client success and growth.
001 Manufacturers and Traders Trust Co
VerifiedRetail Sales Specialist at Manufacturers and Traders Trust Co
Owns customer relationship identification and proactive sales solutions through outreach and manages branch customer experience. Drives relationship management and identifies financial needs to present appropriate product options.