Bilingual Universal Banker (English and Spanish)

M&T BankWhite Plains, NY
126d$21 - $34Onsite

About The Position

The Bilingual Universal Banker specializes in enhancing the branch customer experience through sales, service, and digital engagement for both Consumer and Business Banking customers. This role supports daily operations as a Teller, addressing customer service and sales needs as required by the assigned branch. The banker holds scheduled customer appointments and walk-in appointments to identify customer needs, referring complex inquiries to the appropriate team member or partner.

Requirements

  • High school diploma or equivalent (GED).
  • Minimum of 1 year's proven retail sales, call center, customer service, or telesales experience.
  • Fluency in English and Spanish, both verbally and in writing.
  • Strong verbal communication skills.
  • Strong interpersonal skills.
  • Ability to interact with a diverse range of customers.
  • Ability to handle difficult customer conversations effectively.
  • Well-organized with proven time management skills.
  • Ability to work under critical time constraints in a team environment.
  • Proficiency with internet user-level technology.

Nice To Haves

  • Proven referral and/or sales ability.

Responsibilities

  • Educate customers on features and benefits of Consumer and Business Banking solutions; make recommendations based on identified needs.
  • Engage customers in various ways to encourage the use of digital capabilities in banking interactions.
  • Explain high-level criteria for loan application decisions.
  • Complete servicing-related responsibilities for Consumer and Business Banking customer relationships.
  • Follow the Bank's sales process to provide customer-focused advice and guidance.
  • Proactively reach out to customers to enhance retention and expansion of banking relationships.
  • Adhere to established customer service standards to deliver a differentiated experience.
  • Engage in lobby management, greeting customers and addressing their banking needs.
  • Introduce appropriate banking partners when product solutions are needed.
  • Assist with AML, BSA, and KYC processes and escalate suspected fraud cases.
  • Resolve and log customer complaints accurately.
  • Review and help resolve customer overdrafts.
  • Complete customer transactions accurately.
  • Document interactions and appointments with customers using the appropriate system.
  • Adhere to compliance and operational risk controls.
  • Promote an environment that supports belonging and reflects the M&T Bank brand.
  • Maintain internal control standards and implement audit points as necessary.
  • Meet registration requirements under the Federal SAFE Act.
  • Complete other related duties as assigned.

Benefits

  • Competitive hourly pay range of $21.00 - $34.29.
  • Fair and market-informed pay for employees.

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What This Job Offers

Job Type

Part-time

Career Level

Entry Level

Industry

Credit Intermediation and Related Activities

Education Level

High school or GED

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