About The Position

The Float Teller provides branch customer service through digital engagement, lobby management, transaction processing, and retail servicing. The role processes financial transactions accurately and efficiently and travels frequently to different branches in a designated area to assist branch staff as needed. The position serves branch customers, resolves routine problems, and works with appropriate Bank areas to resolve operational issues. It requires staying current on operational changes and making sound risk-management decisions to help prevent losses and reduce fraudulent activity. The jobholder is expected to demonstrate 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.
  • Reliable transportation and the ability to travel between branches as needed.
  • Proven verbal communication skills.
  • Proven interpersonal skills.
  • Proven ability to demonstrate exceptional customer service.
  • Well-organized, with proven time-management and prioritization skills.
  • Proficient with internet user-level technology.
  • Ability to stand for long periods of time.
  • Prolonged use of hands and fingers.
  • Ability to lift objects weighing 5–30 lbs.
  • 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

  • Provide a differentiated customer experience by understanding customer needs and delivering appropriate solutions.
  • Educate customers through shoulder-to-shoulder digital demonstrations and identify self-service opportunities 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.
  • Take ownership of 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.
  • Complete other related duties as assigned.
  • Travel between branches as needed to assist branch staff.
  • Stay current on operational changes and make sound risk-management decisions to help manage preventable losses and reduce fraudulent activity.
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