Jobs · Finance · New York

Universal Banker - Float (Part Time)

M&T Bank · Monsey, NY · 1 mo ago
Finance$22.79–$37.99/hrPart-time
We need to produce HTML fragment with sections: About the role? The posting includes Overview, Primary Responsibilities, Scope of Responsibilities, Managerial/Supervisory Responsibilities, Education and Experience Required, Education and Experience Preferred, Physical Requirements, Pay range, Location. We need to use

for section headings: e.g., About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to map content accordingly. The instruction: "use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So we should use those exact headings? Probably we can use those headings as appropriate. We need to include sections only when posting has real specific content. We have content for Overview (could be About the role). Responsibilities: Primary Responsibilities and Scope of Responsibilities. Requirements/Education: Education and Experience Required. Qualifications: Education and Experience Preferred? Or maybe Skills: we have skills listed (verbal communication, interpersonal, etc). Benefits: Not mentioned except maybe pay range. Pay: we have pay range. Schedule: Not mentioned (no schedule info). So we should not include Schedule section. We need to remove boilerplate: cookie/navigation/legal/EEO etc. Not present. We need to use
  • for any list of duties/requirements/benefits, and

    for prose. We need to preserve all substantive information; do not invent or summarize away detail. We need to output only HTML fragment, no /, no markdown fences. Let's structure:

    About the role

    Overview text...

    Responsibilities

    • ... each duty as list item
    We have many responsibilities; we can break them into list items. We need to include Scope of Responsibilities maybe as part of Responsibilities? Could be separate but we can combine. We need Requirements section: Education and Experience Required. We need Qualifications section: Education and Experience Preferred? Or maybe Skills. We have Skills: Strong verbal communication skills, Strong interpersonal skills, Ability to interact with varying customers, 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. We could put those under Skills section. We have Physical Requirements: could be under Requirements? But we have a separate Physical Requirements maybe as part of Requirements? The instruction only lists certain headings; but we can still include other headings? It says use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but suggests using those. Probably better to stick to those headings. So we need to map content to those headings. Thus: About the role: Overview paragraph. Responsibilities: Primary Responsibilities + Scope of Responsibilities combined. Requirements: Education and Experience Required + Physical Requirements? Might be okay. Qualifications: Education and Experience Preferred. Skills: list of skills. Pay: pay range. We don't have Benefits, Schedule. We need to ensure we don't create empty sections. Let's extract Overview text: "Overview: Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers. Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned branch. Holds customer appointments scheduled by customers and/or branch team as well as walk-in appointments to identify customer needs; refers complex customer needs to the appropriate team member/partner. Float Universal Banker will frequently travel to different branches within a designated area to assist branch staff as needed." We'll put that in

    . Now Responsibilities: list each duty from Primary Responsibilities and Scope of Responsibilities. Primary Responsibilities list: - Educate customers and explain features and benefits of Consumer and Business Banking solutions; make recommendations based on the customer’s identified needs. - Engage customers in a variety of ways to bank with us and provide solutions to meet their needs, encouraging and supporting the use of digital capabilities in customer interactions. - Explain the high-level criteria used to decision loan applications. - Complete servicing-related responsibilities specific to Consumer and Business Banking customer relationships and lead with inquiries to identify opportunities to solve for other banking needs. - Follow the Bank’s sales process and provide simplified, customer-focused advice and guidance. - Proactively reach out to customers to contribute to the retention and expansion of all Consumer and Business Banking relationships. - Adhere to established customer service standards and provide a differentiated experience by understanding customer needs and delivering solutions in moments that matter most to them. - Actively engage in lobby management, meeting and greeting customers and proactively inquiring and taking ownership to solve their banking needs. - Introduce appropriate banking partner when servicing needs present an opportunity for a product solution. - 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. - Complete related operational activities required by assigned branch, including documenting interactions and appointments with customers using the appropriate system. - 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. - Responsible for meeting and maintaining registration requirements under the Federal SAFE Act. - 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 sales and the customer experience within the branch. - 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 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. - In functioning in multiple capacities within the branch, it is important for the jobholder to be adaptable to service any and all banking needs of the customer, inclusive of new account opening or loan origination, problem resolution, video conferencing and processing of transactions. Managerial/Supervisory Responsibilities: Not Applicable (we can ignore). Now Requirements: Education and Experience Required: - High school diploma or equivalent (GED) and a minimum of 1 year’s proven retail sales, call center, customer service, or telesales experience - Ability to easily travel between branches on an as needed basis - 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 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 We could include Physical Requirements under Requirements as well, or maybe under a separate section but we don't have a heading for it. Could incorporate into Requirements. Qualifications: Education and Experience Preferred: - Bilingual based on branch needs - Proven referral and/or sales ability Skills: we have list of skills (some overlapping with Requirements). But we can still list them under Skills. Skills list: - 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 Note some duplicates with Requirements; but we must preserve all substantive information; duplication is okay? Might be redundant but we can keep. Pay: $22.79 - $37.99 Hourly (USD). Also note: "The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation." Location: Monsey, New York, United States of America. Could be included maybe in About the role or separate? Not a heading; we could add a

    after About the role? But we already used About the role for overview. Could add location as a separate

    after overview? But we need to preserve all info. Could add a

    under About the role after overview? Or we could create a separate section like "Location" but not in allowed headings. Probably better to add a

    after overview within About the role? But the instruction: "Use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It doesn't forbid other headings, but we should stick to those. We can include location as a

    inside About the role after overview. Now we need to ensure we don't include boilerplate like "M&T Bank is committed to fair, competitive, and market-informed pay for our employees." That's part of pay description; we can keep that as part of Pay section maybe. Now construct HTML. We'll have:

    About the role

    Overview text...

    Location: Monsey, New York, United States of America.

    Responsibilities

    • ...
    • ...

    Requirements

    • Education and experience: High school diploma or equivalent (GED) and a minimum of 1 year’s proven retail sales, call center, customer service, or telesales experience
    • Ability to easily travel between branches on an as needed basis
    • 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

    Qualifications

    • Bilingual based on branch needs
    • Proven referral and/or sales ability

    Skills

    • 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

    Pay

    The pay range for this position is $22.79 - $37.99 Hourly (USD). The successful

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