Bilingual Universal Banker Great Neck

M&T Bank•Great Neck, NY
•$23 - $38•Onsite

About The Position

The Bilingual Universal Banker supports the branch customer experience through sales, service, and digital engagement for Consumer and Business Banking customers. The role also supports daily branch operations as a Teller and meets customer service and sales needs. The banker holds scheduled and walk-in customer appointments, identifies customer needs, and refers complex needs to the appropriate team member or partner. The position provides exceptional service, resolves customer problems in a timely manner, and contributes to sales and the customer experience within the branch. It interacts with appropriate Bank teams to resolve branch-related operational issues efficiently and accurately. The jobholder is expected to demonstrate empathy, customer centricity, flexibility, adaptability, digital fluency, entrepreneurial spirit, and critical thinking. The role may involve new account opening, loan origination, problem resolution, video conferencing, and transaction processing. The position requires fluent verbal communication with bank customers in English and the specified second language, with proficiency determined by assessment. It also requires meeting and maintaining registration requirements under the Federal SAFE Act. The stated pay range is $22.79–$37.99 per hour; the successful candidate’s compensation will depend on their knowledge, skills, and experience. The position is located in Great Neck, New York.

Requirements

  • High school diploma or GED equivalent.
  • At least 1 year of proven retail sales, call center, customer service, or telesales experience.
  • Fluent verbal communication with bank customers in English and the specified second language; proficiency is determined by assessment.
  • Strong verbal communication skills.
  • Strong interpersonal skills.
  • Ability to interact with a range of customers, from consumers to small businesses.
  • Ability to handle difficult customer conversations effectively.
  • Well-organized, with proven time management and prioritization skills.
  • Ability to work under critical time constraints in a team environment.
  • Proficiency with internet user-level technology.
  • Ability to stand for long periods.
  • Prolonged use of hands and fingers.
  • Ability to lift objects weighing 5 to 30 pounds.
  • Ability to read fine print.
  • Ability to interact with customers in an open, face-to-face work environment.

Nice To Haves

  • Proven referral and/or sales ability.

Responsibilities

  • Educate customers about Consumer and Business Banking solutions and recommend options based on their identified needs.
  • Engage customers through different banking channels, provide solutions, and encourage use of digital capabilities.
  • Explain high-level criteria used to make loan application decisions.
  • Complete servicing responsibilities for Consumer and Business Banking customer relationships and identify opportunities to address additional banking needs.
  • Follow the Bank’s sales process and provide simplified, customer-focused advice and guidance.
  • Proactively contact customers to support retention and expansion of Consumer and Business Banking relationships.
  • Meet customer service standards and deliver an experience tailored to customer needs.
  • Manage the lobby by greeting customers, asking about their needs, and taking ownership of resolving them.
  • Introduce an appropriate banking partner when service interactions reveal a product opportunity.
  • Support Consumer and Business Banking AML, BSA, and KYC processes; identify and escalate suspected fraud.
  • Resolve customer complaints and accurately log them in the appropriate system.
  • Review, approve, and help resolve customer overdrafts.
  • Accurately complete customer transactions.
  • Complete branch operational activities, including documenting customer interactions and appointments in the appropriate system.
  • Follow applicable compliance and operational risk controls and Company or regulatory standards and policies.
  • Promote a workplace environment that supports belonging and reflects the M&T Bank brand.
  • Maintain internal control standards, including timely implementation of internal and external audit points and applicable issues raised by external regulators.
  • Meet and maintain Federal SAFE Act registration requirements.
  • Complete other related duties as assigned.
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