About the Role
Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts, serving as the main point of contact and ensuring compliance with strategic plans. Participates in the development and delivery of innovative products and services.
Responsibilities
- Monitor administrative and operational systems for assigned accounts to ensure adherence to policies and procedures.
- Review and comment on operative documents and agreements for assigned accounts.
- Coordinate risk monitoring and regulatory compliance activities with relevant departments.
- Resolve issues related to control and client service for assigned accounts.
- Structure and close GCM transactions in a timely manner with external parties.
- Complete account administration activities including cash flow execution, fee billing, and reporting.
- Participate in sales calls, prepare fee proposals, and evaluate fee suitability.
- Manage client relationships and identify new business opportunities.
- Provide coverage and support for other Relationship Managers.
- Represent GCM at transaction closings and client meetings.
- Represent GCM and lead departmental projects and corporate initiatives.
- Participate in Divisional and Departmental projects, including product development and policy enhancement.
- Direct and monitor less experienced Relationship Managers and Client Administrators.
- Identify opportunities to enhance GCM’s control environment, products, and client service model.
- Advise management on product changes, market conditions, and regulatory impacts.
- Supervise and mentor others in their managerial group.
- Exercise managerial authority regarding staffing, performance, and terminations.
- Adhere to the Company’s risk and regulatory standards and implement internal controls.
- Promote an environment that supports belonging and reflects the M&T Bank brand.
- Maintain internal control standards and implement audit points.
- Complete other related duties as assigned.
Requirements
- Bachelor's degree and a minimum of 3 years’ client service experience in Global Capital Markets products or markets, OR a combined minimum of 7 years’ higher education and/or work experience, including a minimum of 3 years’ client service experience in Global Capital Markets products or markets.
- High level of proficiency with personal computers and pertinent software.
- High proficiency and experience reading, analyzing, and interpreting legal documents.
- Ability to calculate figures and amounts such as discounts, interest, commissions, and percentages.
- Familiarity with corporate structures, relevant laws, and regulations.
- Strong problem-solving skills.
- Excellent verbal and written communication skills.
- Strong analytical skills.
- Strategic thinking skills.
Skills
- Client service
- Global Capital Markets products
- Personal computers
- Pertinent software
- Reading legal documents
- Analyzing legal documents
- Interpreting legal documents
- Calculating figures and amounts
- Corporate structures
- Relevant laws
- Regulations
- Problem-solving
- Verbal communication
- Written communication
- Analytical skills
- Strategic thinking
Location
- New York, New York, United States of America
Work Type
- Full-time
Experience Level
- 3 years client service experience
- 2 years supervisory experience
Education Level
- Bachelor's degree
- Certified Corporate Trust Specialist (CCTS) certification
Salary/Compensations
- $118,400.00 - $197,300.00 Annual (USD)
About the Company
- M&T Bank is committed to fair, competitive, and market-informed pay for our employees.
