Job Description
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M&T Bank
Floating Investment Operations Analyst
M&T Bank · Larchmont, NY, United States · via Bankergigs
8 hours ago
Full–time
No Degree Mentioned
Apply on Bankergigs
Job highlights
Identified by Google from the original job post
Qualifications
Fulfilling the education criteria with a GED or high school diploma
Applicants must possess a minimum of one year of involvement in retail sales, call center activities, customer service, or telesales
Strong at conveying messages and connecting with others through verbal and interpersonal means
4 more items(s)
Responsibilities
The Floating Investment Operations Analyst is dedicated to delivering top-tier customer service through sales, assistance, and digital interactions for both Consumer and Business Banking customers
They assist in the everyday branch operations, address customer service and sales requests, and organize customer appointments to determine needs and pass on complex matters to the relevant team members
Facilitate customer engagement by educating them about available Consumer and Business Banking solutions
16 more items(s)
Job description
Job Summary:Floating Investment Operations Analyst
The Floating Investment Operations Analyst is dedicated to delivering top-tier customer service through sales, assistance, and digital interactions for both Consumer and Business Banking customers. They assist in the everyday branch operations, address customer service and sales requests, and organize customer appointments to determine needs and pass on complex matters to the relevant team members.
Key Responsibilities:
• Facilitate customer engagement by educating them about available Consumer and Business Banking solutions. Offer advice on services that best suit individual needs and encourage the use of digital banking tools to streamline banking operations.
• The process of appointments and consultations involves overseeing customer meetings, whether they are arranged in advance or occur spontaneously, to identify their financial needs and ensure a smooth transition to the relevant banking professionals for complex matters.
• Connect with customers preemptively to boost retention rates and build rapport.
• Lobby Oversight: Take part in lobby oversight by greeting customers, addressing inquiries, and assuming responsibility for resolving immediate banking issues.
• Engage in Operational Support by assisting with routine branch operations, such as managing customer transactions, resolving overdraft concerns, and ensuring alignment with internal systems. Execute operational duties as needed.
• Adherence to Compliance and Risk Management: Keeping abreast of Anti-Money Laundering (AML), Bank Secrecy Act (BSA), and Know Your Customer (KYC) methodologies. Pinpointing and escalating suspicious transactions. Verifying compliance with operational and regulatory standards.
• Customer Resolution: Address customer grievances promptly and accurately, documenting them correctly for subsequent follow-up. Ensure efficient and satisfactory resolution of customer complaints.
• Sales Referrals require identifying potential sales leads and directing customers to the appropriate banking counterparts for tailored product options.
Scope of Responsibilities:
• Give outstanding customer care and efficiently tackle any problems that arise.
• Enhance branch sales and enrich the customer experience through strategic methods.
• Perform a variety of duties within the branch, including commencing account creations and facilitating loan originations, as well as resolving problems and managing transactional activities.
• Show understanding and customer-centricity in all interactions, be adaptable to different situations, and demonstrate adeptness in digital skills during engagements with customers.
Essential qualifications in both educational and professional contexts:
• Fulfilling the education criteria with a GED or high school diploma.
• Applicants must possess a minimum of one year of involvement in retail sales, call center activities, customer service, or telesales.
• Strong at conveying messages and connecting with others through verbal and interpersonal means.
• Competence in managing demanding customer conversations and varying customer requirements.
• Well-organized with strong time management and prioritization skills.
• Proficiency in working well under stress when part of a fast-moving team setup.
• Skilled in working with internet-based tools and systems.
Preferred Qualifications:
• Modifying bilingual skills to meet the needs of the branch.
• Confirmed skillset in sales execution or referral acquisition.
• Physical Requirements:
• Having the capability to stay upright without rest for extended periods.
• Extended duration of hands and fingers being consistently employed.
• Proficiency in lifting light to moderately heavy objects (5-30 lbs) as required.
• Gift for comprehending detailed text.
• Capability to communicate effectively with clients in a face-to-face setting.
Report this listing
M&T Bank
Glassdoor
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PNC Financial Services Group
Customer Care Professional (Remote)
PNC Financial Services Group · New York, NY, United States · via ZipRecruiter
6 hours ago
$45K–$55K a year
Full–time
No Degree Mentioned
Apply directly on ZipRecruiter
Apply on Jobilize
Job highlights
Identified by Google from the original job post
Qualifications
Previous experience in customer service, sales, or other related fields
Ability to build rapport with clients
Ability to prioritize and multitask
2 more items(s)
Responsibilities
You will be responsible for helping customers by providing product and service information and resolving technical issues
Handle customer inquiries and complaints
Provide information about the products and services
3 more items(s)
Job description
We are seeking a Customer Care Professional (Remote) to join our team! You will be responsible for helping customers by providing product and service information and resolving technical issues.
Responsibilities:
• Handle customer inquiries and complaints
• Provide information about the products and services
• Troubleshoot and resolve product issues and concerns
• Document and update customer records based on interactions
• Develop and maintain a knowledge base of the evolving products and services
Qualifications:
• Previous experience in customer service, sales, or other related fields
• Ability to build rapport with clients
• Ability to prioritize and multitask
• Positive and professional demeanor
• Excellent written and verbal communication skills
Chase
Melville, NY, United States
via Bankergigs
8 hours ago
Full–time
Credit Portfolios & Systems Analyst
SUMITOMO MITSUI TRUST BANK, LIMITED
New York, NY, United States
via Indeed
13 hours ago
$1.1L–$1.3L a year
Full–time
Commercial & Investment Bank Resolution & Recovery Team, Vice President - Full-time
JPMorgan Chase
Brooklyn, NY, United States
via Snagajob
2 hours ago
Full–time
Analyst, Ticket Distribution & Sponsorship Coordination
TD Bank
New York, NY, United States
via Indeed
10 hours ago
$70K–$80K a year
Full–time
Floating Investment Operations Analyst
M&T Bank
Larchmont, NY, United States
via Bankergigs
8 hours ago
Full–time
Customer Care Professional (Remote)
PNC Financial Services Group
New York, NY, United States
via ZipRecruiter
6 hours ago
$45K–$55K a year
Full–time
Financial Advisor
First Citizens Bank
Larchmont, NY, United States
via Bankergigs
8 hours ago
Full–time
2026 BNY Summer Internship Program - Chief Commercial Office (New York, NY)
The Bank of New York Mellon Corporation
New York, NY, United States
via Indeed
12 hours ago
$41.6K–$85K a year
Internship
Senior Analyst, Syndication and Trade Support
Royal Bank of Canada
New York, NY, United States
via RBC Careers
10 hours ago
Full–time
Market Manager (Branch Manager)
Valley Bank
Rockville Centre, NY, United States
via LinkedIn
20 hours ago
Full–time
C
Senior Associate, Technology and Data Risk Management
Capitalone
New York, NY, United States
via ZipRecruiter
7 hours ago
Full–time
Mortgage Loan Officer
Regions Bank
Dobbs Ferry, NY, United States
via Bankergigs
15 hours ago
Full–time
Executive Assistant (Investment Banking)
Russell Tobin
New York, NY, United States
via LinkedIn
16 hours ago
$44–$46 an hour
Full–time
B
Merrill Experienced Financial Advisor - Full-time
Bank of America
Wayne, NJ, United States
via Snagajob
14 hours ago
Full–time
CRA Lending Specialist
Regions Bank
Scarsdale, NY, United States
via Bankergigs
16 hours ago
Contractor
India
Alwar, Rajasthan - Based on your past activity
Update location
Dark theme: on
Help
Feedback
Privacy
Terms
M&T Bank
Floating Investment Operations Analyst
M&T Bank · Larchmont, NY, United States · via Bankergigs
8 hours ago
Full–time
No Degree Mentioned
Apply on Bankergigs
Job highlights
Identified by Google from the original job post
Qualifications
Fulfilling the education criteria with a GED or high school diploma
Applicants must possess a minimum of one year of involvement in retail sales, call center activities, customer service, or telesales
Strong at conveying messages and connecting with others through verbal and interpersonal means
4 more items(s)
Responsibilities
The Floating Investment Operations Analyst is dedicated to delivering top-tier customer service through sales, assistance, and digital interactions for both Consumer and Business Banking customers
They assist in the everyday branch operations, address customer service and sales requests, and organize customer appointments to determine needs and pass on complex matters to the relevant team members
Facilitate customer engagement by educating them about available Consumer and Business Banking solutions
16 more items(s)
Job description
Job Summary:Floating Investment Operations Analyst
The Floating Investment Operations Analyst is dedicated to delivering top-tier customer service through sales, assistance, and digital interactions for both Consumer and Business Banking customers. They assist in the everyday branch operations, address customer service and sales requests, and organize customer appointments to determine needs and pass on complex matters to the relevant team members.
Key Responsibilities:
• Facilitate customer engagement by educating them about available Consumer and Business Banking solutions. Offer advice on services that best suit individual needs and encourage the use of digital banking tools to streamline banking operations.
• The process of appointments and consultations involves overseeing customer meetings, whether they are arranged in advance or occur spontaneously, to identify their financial needs and ensure a smooth transition to the relevant banking professionals for complex matters.
• Connect with customers preemptively to boost retention rates and build rapport.
• Lobby Oversight: Take part in lobby oversight by greeting customers, addressing inquiries, and assuming responsibility for resolving immediate banking issues.
• Engage in Operational Support by assisting with routine branch operations, such as managing customer transactions, resolving overdraft concerns, and ensuring alignment with internal systems. Execute operational duties as needed.
• Adherence to Compliance and Risk Management: Keeping abreast of Anti-Money Laundering (AML), Bank Secrecy Act (BSA), and Know Your Customer (KYC) methodologies. Pinpointing and escalating suspicious transactions. Verifying compliance with operational and regulatory standards.
• Customer Resolution: Address customer grievances promptly and accurately, documenting them correctly for subsequent follow-up. Ensure efficient and satisfactory resolution of customer complaints.
• Sales Referrals require identifying potential sales leads and directing customers to the appropriate banking counterparts for tailored product options.
Scope of Responsibilities:
• Give outstanding customer care and efficiently tackle any problems that arise.
• Enhance branch sales and enrich the customer experience through strategic methods.
• Perform a variety of duties within the branch, including commencing account creations and facilitating loan originations, as well as resolving problems and managing transactional activities.
• Show understanding and customer-centricity in all interactions, be adaptable to different situations, and demonstrate adeptness in digital skills during engagements with customers.
Essential qualifications in both educational and professional contexts:
• Fulfilling the education criteria with a GED or high school diploma.
• Applicants must possess a minimum of one year of involvement in retail sales, call center activities, customer service, or telesales.
• Strong at conveying messages and connecting with others through verbal and interpersonal means.
• Competence in managing demanding customer conversations and varying customer requirements.
• Well-organized with strong time management and prioritization skills.
• Proficiency in working well under stress when part of a fast-moving team setup.
• Skilled in working with internet-based tools and systems.
Preferred Qualifications:
• Modifying bilingual skills to meet the needs of the branch.
• Confirmed skillset in sales execution or referral acquisition.
• Physical Requirements:
• Having the capability to stay upright without rest for extended periods.
• Extended duration of hands and fingers being consistently employed.
• Proficiency in lifting light to moderately heavy objects (5-30 lbs) as required.
• Gift for comprehending detailed text.
• Capability to communicate effectively with clients in a face-to-face setting.
Report this listing
M&T Bank
Glassdoor
3.4/5
2.9K reviews
AmbitionBox
4.0/5
3 reviews
Indeed
3.4/5
2.8K reviews
mtb.com
More jobs at M&T Bank
See web results for M&T Bank
PNC Financial Services Group
Customer Care Professional (Remote)
PNC Financial Services Group · New York, NY, United States · via ZipRecruiter
6 hours ago
$45K–$55K a year
Full–time
No Degree Mentioned
Apply directly on ZipRecruiter
Apply on Jobilize
Job highlights
Identified by Google from the original job post
Qualifications
Previous experience in customer service, sales, or other related fields
Ability to build rapport with clients
Ability to prioritize and multitask
2 more items(s)
Responsibilities
You will be responsible for helping customers by providing product and service information and resolving technical issues
Handle customer inquiries and complaints
Provide information about the products and services
3 more items(s)
Job description
We are seeking a Customer Care Professional (Remote) to join our team! You will be responsible for helping customers by providing product and service information and resolving technical issues.
Responsibilities:
• Handle customer inquiries and complaints
• Provide information about the products and services
• Troubleshoot and resolve product issues and concerns
• Document and update customer records based on interactions
• Develop and maintain a knowledge base of the evolving products and services
Qualifications:
• Previous experience in customer service, sales, or other related fields
• Ability to build rapport with clients
• Ability to prioritize and multitask
• Positive and professional demeanor
• Excellent written and verbal communication skills
💡 Quick Summary
Seeking a career-building opportunity? The Customer Care Professional position is now open for candidates interested in the Bank Jobs sector. This role in New York City offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
