Senior Service Associate- Float

M&T Bank Peekskill , NY 10566

Posted 2 months ago

Overview:

Specializes in our branch customer experience through lobby management, transactions, and servicing interactions for retail and business customers. Identifies walk-in customers' needs through the Bank's retail sales process to provide basic sales solutions for basic customer needs and/or refer complex customer needs to the appropriate team member/partner.

Primary Responsibilities:

  • Educate customers on current bank processes, solutions, deposits and other convenience services/available channels

  • Fluently use needs assessment to facilitate reactive account opening.

  • Explain features and benefits of solutions (e.g. credit cards, overdraft line of credit, installment loans) and have basic knowledge of when it is an appropriate solution

  • Open new Demand Deposit/Time Deposit/IRA accounts and explain the features, benefits and disclosures associated with each

  • Explain at a high-level criteria used to decision loan applications

  • Transition service/sales consultation to account opening process

  • Field inbound customer inquiries and provide solution-based recommendations

  • Complete Business Banking Customer Refresh Activities

  • Complete business account servicing request for research, disputes, loan payments, loan advances, collateral releases, wire transfers, official check request, statement request and credit inquires

  • Assist and stay current with the Business Banking AML/KYC/BSA process

  • Review, approve and help resolve customer Business Banking Customer overdrafts

  • Introduce business Banking Partner when servicing need represents and opportunity for a product solution

  • Assist business customers with deposit and loan servicing needs. Build a rapport with new clients.

  • Perform retail transactions.

  • Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.

  • Promote an environment that supports diversity 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.

Scope of Responsibilities:

The position is responsible for providing exceptional service to branch customers and resolving customer problems in a timely manner.

The position is a key driver of branch referrals that assist the branch team achieve annual sales goals.

The position is responsible for interacting with appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately.

Education and Experience Required:

High school diploma or equivalent (GED) and a minimum of 1 year proven retail sales, call center, customer service, or telesales experience.

Strong verbal communication and interpersonal skills

Ability to interact with varying customers (consumer to small business) and to effectively handle difficult customer conversations.

Well-organized individual with time management and prioritization skills, with ability to work under critical time constraints in a team environment.

Proficient with internet user-level technology

Education and Experience Preferred:

Bilingual based on branch needs

Proven referral and/or sales ability

Physical Requirements:

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

Location

Peekskill, New York, United States of America


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Appliance Repair Service Technician

Transform Home Services

Posted 1 week ago

VIEW JOBS 3/27/2020 12:00:00 AM 2020-06-25T00:00 <p><strong>Join the Sears Home Services team as a Service Technician!</strong></p><p>Sears Home Service, the home solutions division of Sears Holdings Corporation, is the nation's largest product repair service provider, providing more than 52 million solutions for homeowners annually is looking for an experienced <strong>In-Home Service Technician</strong> with a great attitude and the ability to help customers with their appliance repairs.</p><p>As a Service Technician, you must be highly organized and possess excellent communication skills. We are seeking a dedicated team player who is able to ensure fast, flexible, and expert service to every customer via excellent time management skills. </p> <p>As a Service Technician, you will have the opportunity to repair Washers and Dryers, Gas and Electric Stoves, Microwave Ovens, Dishwashers, Trash Compactors, Garbage Disposers, Refrigeration appliances and other home appliances in the customers’ homes.</p><p><br></p><p>For the Service Technician, we provide the following:<br> </p> <ul> <li>Service van</li> <li>Specialized tools</li> <li>Uniforms</li> <li>Laptop computer</li> <li>Smartphone</li> <li>Home dispatched (most locations)</li> <li>Industry training</li> <li>Various incentive plans</li> </ul> <p>Career opportunities</p><p><strong>Requirements</strong></p><p>As a Service Technician, you must be highly organized and possess excellent communication skills. We are seeking a dedicated team player who is able to ensure fast, flexible, and expert service to every customer via excellent time management skills.<br> <br> Requirements of the Service Technician role include:</p><ul> <li>High school diploma or general education degree (GED)</li> <li>At least 1 – 2 years of appliance repair experience, preferred</li> <li>Ability to use a computer for parts inquiries and ordering</li> <li>Working mechanical knowledge, including the use of tools and test equipment</li> <li>Ability to perform accurate repair of customer product</li> <li>Ability to follow directions and specific process steps to ensure quality workmanship</li> <li>Flexibility to work variable and flexible hours, including overtime</li> <li>Must complete all technician training elements within required timeframes</li> <li>Must possess and maintain a valid state driver’s license for the state in which you are applying</li> <li>Must pass pre-employment drug screen and criminal background check</li> <li>Must be at least 18 years of age</li> <li>Ability to occasionally lift up to 100 lbs.</li> </ul><p><strong>Benefits</strong></p><p>Excellent Benefits- Medical, Dental, Vision, 401K, etc...</p><p><br></p><p><br></p> Transform Home Services Peekskill NY

Senior Service Associate- Float

M&T Bank