Universal Banker - Part Time

M&T Bank • Lakewood, NY

90d • $18 - $28 • Onsite

About The Position

The 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 the daily operations of the branch as a Teller and meets customer service and sales needs as required. The Universal Banker holds customer appointments, both scheduled and walk-in, to identify customer needs and refers complex inquiries to the appropriate team member. The position is crucial for providing exceptional service and resolving customer problems in a timely manner, while also being a key driver of sales and customer experience within the branch.

Requirements

• High school diploma or equivalent (GED).
• Minimum of 1 year's experience in retail sales, call center, customer service, or telesales.
• Strong verbal communication skills.
• Strong interpersonal skills.
• Ability to interact with a diverse customer base.
• 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

• Bilingual based on branch needs.
• Proven referral and/or sales ability.

Responsibilities

• Educate customers on Consumer and Business Banking solutions and make recommendations based on their needs.
• Engage customers in various ways to encourage the use of digital banking capabilities.
• Explain criteria for loan application decisions.
• Complete servicing-related responsibilities for Consumer and Business Banking customer relationships.
• Follow the Bank's sales process and provide customer-focused advice.
• Proactively reach out to customers to retain and expand banking relationships.
• Adhere to customer service standards and deliver solutions that meet customer needs.
• Manage lobby activities, greet customers, and inquire about their banking needs.
• Introduce banking partners when product solutions are needed.
• Assist with AML, BSA, and KYC processes.
• Identify and escalate suspected fraud cases.
• Resolve and log customer complaints accurately.
• Review and help resolve customer overdrafts.
• Complete customer transactions and related operational activities.
• Maintain compliance with operational risk controls and internal standards.
• Meet registration requirements under the Federal SAFE Act.
• Complete other related duties as assigned.

Benefits

• Competitive hourly pay range of $18.00 - $28.11.
• Opportunities for career advancement.
• Comprehensive training and development programs.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED