About the role
Overview
- Provides relationship management oversight of assigned institutional client accounts. Working in a team environment, provides account specific administration support and client service tasks to support the business, concentrating on quality and accuracy of daily work and superior relationship management, while minimizing risk.
- Primary Responsibilities: Submit activity for processing in a timely and accurate manner and based on client directives.
- Respond to and/or annotate compliance reports as directed by more experienced Relationship Managers.
- Submit annual account reviews for assigned accounts in a timely manner or as directed.
- Serve as primary/secondary contact for assigned/coverage team accounts as well as retirement plan participants and pensioners. Resolve basic matters and inquiries, adhering to established Division, client and alliance service standards.
- Maintain client communications on regulatory, legal, accounting and trust matters.
- Complete client billing and resolve aged receivables for client accounts; work with more experienced Relationship Managers as needed.
- Remain current on industry trends and regulatory items.
- 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.
- Education and Experience Required: Bachelor's degree and a minimum of 1 year relevant experience,
- OR in lieu of a degree,
- A combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 year relevant experience
- Strong level of proficiency in use of personal computers and pertinent word processing and spreadsheet software
Detail-oriented
Excellent customer service skills
Excellent verbal and written communication skills
Proven organizational skills
Proven problem-solving skills
Strong decision-making skills
- Education and Experience Preferred: Bachelor’s degree in Finance or Business
- Minimum of 2 years’ relevant experience
- Retirement or Trust administration experience
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $54,100.00 - $90,100.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.
Location
Buffalo, New York, United States of America