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Contact Center Sales Representative – Safe Act

July 3, 2025July 3, 2025

Contact Center Sales Representative – Safe Act

CompanyM&T Bank
LocationCheektowaga, NY, USA
Salary$18 – $28.11
TypeFull-Time
Degrees
Experience LevelEntry Level/New Grad, Junior

Requirements

  • 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

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.

Preferred Qualifications

  • 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


TaggedCustomer SuccessEntry Level/New GradFinance & Operations & StrategyInside SalesJuniorM&T BankSales & Account Management

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