Universal Banker Float Great Neck

M&T Bank•Great Neck, NY

11d•$23 - $38•Onsite

About The Position

The Universal Banker Float specializes in the branch customer experience through sales, service, and digital engagement for 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 the appropriate team member or partner. The position frequently travels among branches within a designated area to assist branch staff. The role provides exceptional service, resolves customer problems promptly, and drives sales and customer experience within the branch. It requires interacting with appropriate Bank teams to resolve operational issues efficiently and accurately. The banker may support a variety of customer needs, including opening accounts, originating loans, resolving problems, video conferencing, and processing transactions. The position calls for empathy, customer centricity, flexibility, adaptability, digital fluency, entrepreneurial spirit, and critical thinking.

Requirements

High school diploma or GED equivalent.
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 customers ranging 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.

Nice To Haves

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

Responsibilities

Educate customers about Consumer and Business Banking solutions and recommend options based on identified needs.
Engage customers through varied banking channels, provide solutions, and encourage use of digital capabilities.
Explain 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 Consumer and Business 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 an appropriate banking partner when servicing needs present a product opportunity.
Assist with and remain current on AML, BSA, and KYC processes and activities; identify and escalate suspected fraud.
Resolve customer complaints and accurately log them in the appropriate system.
Review, approve, and help resolve Consumer and Business Banking customer overdrafts.
Accurately complete customer transactions.
Complete branch operational activities, including documenting customer interactions and appointments in the appropriate system.
Comply with applicable compliance and operational risk controls, Company policies, and regulatory standards.
Promote belonging and reflect 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.
Meet and maintain registration requirements under the Federal SAFE Act.
Travel between branches as needed to assist branch staff.
Complete other related duties as assigned.