Universal Banker
$42,744–$71,240 year
On-siteBranford, Connecticut, United States
Job Summary
Manage branch customer experience through sales, service, and digital engagement of Consumer and Business Banking clients. Hold customer appointments and walk-ins to identify needs, explain loan application criteria, and refer complex cases to appropriate partners. Educate customers on product features, make recommendations, and proactively reach out to drive retention and expansion. Engage in lobby management, greet visitors, and introduce banking partners for product solutions. Accurately complete transactions, resolve overdrafts, log complaints, and assist with AML, BSA, and KYC processes. Identify and escalate suspected fraud cases while adhering to compliance and operational risk controls. Document interactions and maintain internal control standards.
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
- Responsibility for meeting and maintaining registration requirements under the Federal SAFE Act
- Assist and stay current with the Consumer and Business Banking AML (Anti-Money Laundering), BSA (Bank Secrecy Act) and KYC (Know Your Customer) processes and related activities
- Identify and escalate cases of suspected fraud
- Resolve and accurately log all customer complaints in the appropriate system
- Review, approve and help resolve Consumer and Business Banking customer overdrafts
- Accurately complete customer transactions
- Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies
- Location: Branford, Connecticut, United States of America
- M&T Bank Corporation has policies and procedures in place to promote a drug free workplace
Desired Qualifications
- Bilingual based on branch needs
- Proven referral and/or sales ability
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.