Float Teller (North Herkimer branch)

M&T Bank•Herkimer, NY

About The Position

As a Float Teller, you will support the branch customer experience through digital engagement, lobby management, transaction processing, and retail servicing. You will process financial transactions accurately and efficiently and travel frequently among branches in a designated area to assist branch staff as needed. The role provides exceptional service to branch customers and resolves routine customer problems in a timely manner. It involves coordinating with appropriate Bank teams to resolve branch operational issues, staying current on operational changes, and making sound risk-management decisions to help prevent losses and reduce fraudulent activity. The position calls for empathy, customer centricity, flexibility, adaptability, digital fluency, entrepreneurial spirit, and critical thinking in support of the Company’s culture and brand.

Requirements

  • High school diploma or equivalent (GED).
  • At least 6 months of customer service experience, including data entry and/or cash handling experience.
  • Ability to travel easily between branches as needed.
  • Proven verbal communication skills.
  • Proven interpersonal skills.
  • Proven ability to demonstrate exceptional customer service.
  • Well-organized.
  • Proven time-management skills.
  • Proven prioritization skills.
  • Proficient with internet user-level technology.

Nice To Haves

  • Bilingual ability, based on branch needs.

Responsibilities

  • Follow established customer service standards and deliver a differentiated experience by understanding customer needs and providing appropriate solutions.
  • Educate customers through shoulder-to-shoulder digital demonstrations and identify self-service options that meet their needs.
  • Manage the lobby by greeting customers, proactively identifying their immediate needs, and taking ownership of addressing them.
  • Accurately balance and efficiently process customer transactions in accordance with Bank policy.
  • Own escalated account service issues through resolution and accurately log customer complaints in the appropriate system.
  • Identify sales opportunities and introduce customers to the appropriate banking partner.
  • Complete branch operational activities as appropriate, including cash ordering, vault, ATM, and wire transfer activities.
  • Accurately process customer and account maintenance.
  • Complete Consumer AML, BSA, and KYC-related activities.
  • Follow applicable compliance and operational risk controls in accordance with Company and regulatory standards and policies.
  • Promote an environment that supports belonging and reflects the M&T Bank brand.
  • Maintain M&T internal control standards, including timely implementation of internal and external audit points and applicable issues raised by external regulators.
  • Interact with appropriate Bank areas to resolve branch operational issues efficiently and accurately.
  • Stay current on operational changes and make sound risk-management decisions to help prevent losses and reduce fraudulent activity.
  • Complete other related duties as assigned.
  • Travel between branches within a designated area as needed to assist branch staff.
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