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New York, New York, United States · On-site
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Responsible for managing the branch customer experience through transactional processing, digital engagement, and lobby management. The role involves handling financial transactions accurately while identifying sales opportunities and ensuring compliance with banking regulations.
Requires a high school diploma or GED and at least 6 months of customer service experience, including cash handling or data entry. Candidates must possess strong communication skills and the physical ability to stand for long periods and lift up to 30 lbs.
Specializes in our branch customer experience through digital engagement, lobby management, transactional processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner.
Adhere to the established customer service standards and provide a differentiated experience by understanding customer needs and delivering solutions in moments that matter most to them.
Educate our customers through shoulder-to-shoulder digital demonstrations; identify self-service opportunities that meet the customer’s identified needs.
Actively engage in lobby management, meeting and greeting customers and proactively inquiring and taking ownership to address the customer’s immediate need.
Accurately balance and process customer transactions efficiently following Bank Policy.
Take ownership of escalated account services issues until resolution; complete and accurately log all customer complaints in the appropriate system.
Transition identified sales opportunity and provide introduction to appropriate banking partner.
Complete branch-related operational activities as appropriate (e.g cash ordering, vault, ATM, and wire transfer activities).
Process customer/account maintenance accurately.
Complete Consumer AML (Anti-Money Laundering)/BSA (Bank Secrecy Act)/ KYC (Know Your Customer related activities.
Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
Promote an environment that supports belonging and reflects the M&T Bank brand.
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Complete other related duties as assigned.
The position is responsible for providing exceptional service to branch customers and resolving routine customer problems in a timely manner. It is important for the jobholder to exemplify empathy, customer centricity, flexibility and adaptability, digital fluency, entrepreneurial spirit and critical thinking in support of the Company’s culture and brand. The position is responsible for interacting with appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately. It is important for the position to stay current on operational changes and demonstrate good risk management decisions to assist the branch in managing preventable losses and reducing fraudulent activity.
Not Applicable
High school diploma or equivalent (GED) and minimum of 6 months customer service experience, including data entry and/or cash handling experience
Proven verbal communication skills
Proven interpersonal skills
Proven ability to demonstrated exceptional customer service
Well-organized
Proven time management skills
Proven prioritization skills
Proficient with internet user-level technology
Bilingual based on branch needs
Ability to stand for long periods of time
Prolonged use of hands and fingers
Ability to lift light to heavy objects weighing 5lbs – 30 lbs.
Ability to read fine print
Ability to interact with customers in an open face to face work environment
Great companies have an enduring sense of purpose. At M&T, our purpose is a simple one: make a difference in people’s lives and uplift the communities we serve. Founded in 1856 in Buffalo, NY we are now a top 11 full-service US-based commercial bank with a retail footprint across the east coast and wealth services available nationwide and abroad. As a bank, we offer advice, guidance, expertise, and solutions across the entire financial spectrum that combines M&T’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. We are a community-minded organization with more than 167 years of experience. We serve customers, community, and colleagues whether they be across the street, across the state or across the country. As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time, each year. Our core values drive the work we do – integrity, ownership, collaboration, curiosity, candor and we seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members. M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws.
Offices: 345 Main St., Buffalo, New York 14203, US · 1 Light St., Baltimore, Maryland 21202, US · 1100 N. Market St., Wilmington, DE 19801, US
Based on 10261 listings with disclosed salaries, most finance & accounting jobs in New York pay between $80k–$214k per year. Individual offers vary with seniority, company size, and specialization.
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