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Senior Service Associate

Company: M&T Bank
Location: Leesburg
Posted on: May 3, 2021

Job Description:

R22220Overview: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 Banks 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 technologyEducation and Experience Preferred:Bilingual based on branch needs Proven referral and/or sales abilityPhysical 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 environmentLocationLeesburg, Virginia, United States of AmericaAt M&T Bank, we make a difference in peoples lives. For more than 160 years, weve been providing our customers with guidance and financial solutions, leading our communities through challenges and growth opportunities, and empowering our employees to build purpose-driven careers.Our talent and culture set us apart.Our core values drive the work we do integrity, ownership, collaboration, curiosity, candor. We seek to further build upon our record of success by bringing in diverse talents and fresh skill sets while supporting the growth and development of all team members.We are constantly renewing.Our future success relies on our ability to understand whats important to our customers and use that understanding to build new and innovative customer experiences.We support our employees every step of the way.+ Competitive compensation + Full medical & dental benefits, Heath Savings & Flexible Spending Accounts, and life/disability insurance + Generous paid time off (PTO) plus 11 paid holidays and an option to buy additional PTO + 401(k) match at 5% with options for Roth and discretionary employer contributions + A deep commitment to equity, including 14 resource group charters, a D&I sponsorship program, 40 annual paid volunteer hours and more + Various options for tuition assistance, paid parental leave, stock purchase, wellness and employee discountsWe need you.Are you ready to join us? Apply today to start the journey. If you are unable to apply through this site due to technical issues, please contact us at for assistance. M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans. M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.

Keywords: M&T Bank, Leesburg , Senior Service Associate, Other , Leesburg, Virginia

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