Customer Service Representative
M&T Bank
Customer Service Representative
M&T Bank
Full-service banking with mortgage, deposits, loans
Completes a variety of internal and external LEAF (LEAF Commercial Capital) customer contact activities to develop and maintain mutually beneficial relationships with customers.
Respond to and resolve inquiries from internal and external leasing customers via phone and/or email; escalate complex inquiries to more experienced personnel.
Use effective problem resolution, sales and servicing and negotiation techniques to develop mutually beneficial customer relationships.
Understand and train customers on the LEAF customer portal to increase their self-service capabilities.
Maintain and update customer records based on reports as well as to document interactions for future reference.
Identify opportunities for organizational improvement and support organizational knowledge sharing.
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.
Complete other related duties as assigned.
Not Applicable
High School diploma or equivalent (GED) and a minimum of 2 years’ relevant experience
Proven keyboarding skills
Proven verbal and written communication skills
Understanding of business-specific systems and websites
Understanding of various types of contracts originated in the business
Understanding of the various types of programs within the business
M&T Bank is a full-service financial institution that offers a wide range of banking solutions for individuals, small businesses, and larger enterprises. Its products include personal and business checking accounts, mortgage assistance programs, loans, deposits, investment products, and mobile banking. The bank serves mainly customers in the Northeastern and Mid-Atlantic United States and emphasizes community engagement and customer-focused service. It generates revenue from interest income, fees, and service charges tied to loans, deposits, and other financial products. The company’s recent merger with United Bank, N.A. expands its footprint and enhances its service offerings. The goal is to provide accessible financial services to communities while growing its market presence and deepening local connections.
Explore more opportunities at M&T Bank