Universal Banker Float Great Neck

M&T Bank•Great Neck, NY

10d•$23 - $38•Onsite

About The Position

The Universal Banker Float specializes in the branch customer experience through sales, service, and digital engagement with Consumer and Business Banking customers. The role supports daily branch operations as a Teller and meets customer service and sales needs at assigned branches. The banker holds scheduled and walk-in customer appointments to identify needs and refers complex needs to appropriate team members or partners. The position frequently travels among branches in a designated area to assist staff as needed. This role provides exceptional service, resolves customer problems in a timely manner, and drives sales and customer experience within the branch. It interacts with appropriate Bank teams to resolve branch operational issues efficiently and accurately. The banker may serve customers in multiple capacities, including new account opening, loan origination, problem resolution, video conferencing, and transaction processing. Success requires empathy, customer centricity, flexibility, adaptability, digital fluency, entrepreneurial spirit, and critical thinking. The position requires meeting and maintaining registration requirements under the Federal SAFE Act. The pay range is $22.79–$37.99 per hour; specific compensation depends on the candidate’s knowledge, skills, and experience. The position is located in Great Neck, New York, and requires travel between branches as needed.

Requirements

High school diploma or equivalent (GED).
At least 1 year of proven retail sales, call center, customer service, or telesales experience.
Ability to travel easily between branches as needed.
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.
Ability to meet and maintain Federal SAFE Act registration requirements.

Nice To Haves

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

Responsibilities

Educate customers on Consumer and Business Banking solutions and recommend products based on their identified needs.
Engage customers through different banking channels, encourage use of digital capabilities, and provide solutions that meet their needs.
Explain the high-level criteria used to decide loan applications.
Complete servicing responsibilities for Consumer and Business Banking 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 banking relationships.
Meet customer service standards by understanding customer needs and delivering appropriate solutions.
Manage the lobby by greeting customers, inquiring about their needs, and taking ownership of resolving them.
Introduce appropriate banking partners when a servicing interaction presents a product opportunity.
Support and remain current on AML, BSA, and KYC processes and related activities; identify and escalate suspected fraud.
Resolve and accurately log customer complaints in the appropriate system.
Review, approve, and help resolve customer overdrafts.
Accurately complete customer transactions and other branch operational activities, including documenting customer interactions and appointments in the appropriate system.
Follow applicable compliance and operational risk controls and company and regulatory 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.
Travel among branches in the designated area to assist branch staff as needed.
Perform other related duties as assigned.