FINRA (6/63 or 7/63) Customer Service Representative - REMOTE Nationwi…
Northwestern Mutual- Full Time
- Junior (1 to 2 years)
Candidates should possess a high school diploma or equivalent (GED) and a minimum of 6 months of customer service experience, including data entry and/or cash handling skills. They must also demonstrate empathy, customer centricity, flexibility, adaptability, digital fluency, an entrepreneurial spirit, and critical thinking.
As a Floating Teller, responsibilities include adhering to customer service standards, providing differentiated experiences, educating customers on digital engagement, managing lobby interactions, accurately processing financial transactions, resolving escalated account issues, transitioning sales opportunities, completing branch operational activities, processing customer maintenance, performing AML/BSA/KYC related activities, adhering to compliance controls, promoting a welcoming environment, maintaining internal control standards, and completing other related duties as assigned. The role involves providing exceptional service to branch customers and resolving routine problems efficiently.
Full-service banking for individuals and businesses
M&T Bank provides a variety of banking services to individuals, small businesses, and larger companies. Their offerings include mortgage assistance, personal and business checking accounts, and mobile banking options. The bank primarily operates in the Northeastern and Mid-Atlantic regions of the United States, emphasizing community engagement and a focus on customer service. M&T Bank's business model is based on traditional banking practices, such as loans, deposits, and investment products, and it generates revenue through interest income and service fees. A key aspect that sets M&T Bank apart from its competitors is its commitment to community involvement, which includes allowing employees to volunteer and supporting local organizations. The recent merger with United Bank, N.A. has further expanded their services and market presence.