Universal Banker
$38,854–$64,771 year
On-siteNewport, Vermont, United States
Job Summary
Educate customers on Consumer and Business Banking solutions and explain loan application criteria. Hold scheduled and walk-in appointments to identify needs, then refer complex cases to appropriate partners. Engage clients digitally while proactively reaching out to drive retention and expansion. Actively manage the lobby, greet customers, and introduce banking partners for product solutions. Assist with Anti-Money Laundering, Bank Secrecy Act, and Know Your Customer processes, and identify suspected fraud. Resolve customer complaints, approve overdrafts, and accurately log all interactions in the system. Adhere to compliance controls and internal audit standards while maintaining the M&T Bank brand.
Required Qualifications
- High school diploma or equivalent (GED)
- Minimum of 1 year's proven retail sales, call center, customer service, or telesales experience
- Strong verbal communication skills
- Strong interpersonal skills
- Ability to interact with varying customers (consumer to small business)
- Ability to effectively handle difficult customer conversations
- Well-organized
- Proven time management skills
- Proven 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 of time
- Prolonged use of hands and fingers
- Ability to lift light to heavy objects weighting 5 lbs. to 30 lbs.
- Ability to read fine print
- Ability to interact with customers in an open face-to-face work environment
- Responsible for meeting and maintaining registration requirements under the Federal SAFE Act
Desired Qualifications
- Bilingual based on branch needs
- Proven referral and/or sales ability
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