About The Position

As a Float Teller, you specialize in branch customer experience through digital engagement, lobby management, transactional processing, and retail servicing. You process financial transactions accurately and efficiently and travel frequently to different branches within a designated area to assist branch staff as needed. The position provides exceptional service to branch customers, resolves routine customer problems in a timely manner, and interacts with appropriate areas of the Bank to resolve branch operational issues. The jobholder is expected to demonstrate empathy, customer centricity, flexibility, adaptability, digital fluency, entrepreneurial spirit, and critical thinking, while staying current on operational changes and making sound risk-management decisions to help prevent losses and reduce fraud.

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; reliable transportation is required.
  • Proven verbal communication skills.
  • Proven interpersonal skills.
  • Demonstrated exceptional customer service ability.
  • Well-organized.
  • Proven time-management skills.
  • Proven prioritization skills.
  • Proficient with internet user-level technology.
  • Ability to stand for long periods.
  • Prolonged use of hands and fingers.
  • Ability to lift objects weighing 5–30 pounds.
  • Ability to read fine print.
  • Ability to interact with customers in an open, face-to-face work environment.

Nice To Haves

  • Bilingual ability based on branch needs.

Responsibilities

  • Adhere to 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 opportunities that meet their needs.
  • Manage the lobby by meeting and greeting customers, proactively identifying their immediate needs, and taking ownership of addressing them.
  • Accurately balance and process customer transactions in accordance with Bank policy.
  • Own escalated account-service issues through resolution and accurately log customer complaints in the appropriate system.
  • Transition identified sales opportunities to the appropriate banking partner and provide an introduction.
  • 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 a belonging-supportive environment that 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.
  • Stay current on operational changes and make sound risk-management decisions to help manage preventable losses and reduce fraudulent activity.
  • Travel between branches as needed and complete other related duties as assigned.
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