M&T Bank · 1 month ago
Contact Center Sales Representative (Safe Act)
Williamsville, NY
Full-time
Hybrid
New Grad, Entry Level
$18.68/hr - $31.14/hr
0+ years expM&T Bank is a leading financial institution, and they are seeking a Contact Center Sales Representative. The role involves providing outstanding customer service through inbound and outbound interactions, addressing customer needs, and promoting bank products and services to enhance customer relationships.
Financial Services
Responsibilities
Identify and/or address customer needs by using appropriate needs identification methods, providing information or completing an appropriate application and/or service solution during the call
Identify opportunities to suggest and fulfill Bank products or services to suit the needs of customers while contributing to customer retention and expanding their overall relationship with the Bank
Research customer complaints or problems related to their accounts or Bank services and resolve them in a timely and accurate manner; escalate complex problems as appropriate to ensure their resolution
Take ownership of the customer’s needs until resolution or escalation and follow-up with the customer once servicing is complete to ensure their expectations have been met
Conduct scheduled appointments with current and potential clients, across all hours of business, leveraging phone and/or video capabilities to best meet client needs
Complete inbound and outbound call activities in multiple queues as required
Set-up prospect and customer appointments based on inbound referrals or through outbound sales contacts
Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management
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, including related special assignments and projects as assigned
Qualification
Required
High school diploma or equivalent (GED) and a minimum of 6 months' proven sales, customer service, and/or other related work experience
Good communication skills
Strong telephone skills
Good organizational skills
Good time management skills
Basic familiarity with personal computers
Proven problem-solving skills
Knowledge of the customer service concept and its importance in developing and expanding relationships
SAFE Act certified within 30 days of job start
Preferred
Minimum of 1 year's sales, customer service and/or other related work experience
Familiarity with Contact Center systems
Experience functioning in a fast-paced environment
Company
M&T Bank
Great companies have an enduring sense of purpose.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
René Jones
Chairman & Chief Executive Officer
Dan Saper
•Co-Founder/Co-Chairman of Welcome to M&T Bank Affinity Group, Western New York Chapter
Recent News
2025-10-07
2025-10-06
Company data provided by crunchbase