Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

Provides relationship management oversight of assigned institutional client accounts, focusing on administration, client services, quality, accuracy, and risk minimization. Offers guidance to junior team members.

Responsibilities

• Submit and/or approve activity for processing accurately and promptly based on client directives.
• Respond to and/or annotate compliance reports for assigned accounts or team, resolving outstanding matters.
• Submit and/or approve annual account reviews in a timely manner.
• Serve as the primary/secondary contact for assigned accounts, resolving inquiries and issues according to service standards.
• Maintain client communications regarding regulatory, legal, accounting, and trust matters.
• Complete client billing and resolve aged receivables.
• Stay current on industry trends and regulatory items.
• Partner with Client Development to identify cross-selling and growth opportunities.
• Provide guidance to less experienced personnel.
• Understand and adhere to the Company’s risk and regulatory standards, policies, and controls.
• Identify and escalate risk-related issues 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 audit points and regulatory issues.
• Complete other related duties as assigned.

Requirements

• Bachelor's degree and a minimum of 2 years’ relevant experience, OR a combined minimum of 6 years’ higher education and/or work experience, including a minimum of 2 years’ relevant experience.
• Strong proficiency in 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 leadership skills.
• Proven problem-solving skills.
• Strong decision-making skills.

Skills

• Relationship management
• Account administration
• Client services
• Risk minimization
• Compliance reporting
• Client communication
• Billing
• Receivables resolution
• Industry trend awareness
• Regulatory awareness
• Cross-selling
• Leadership
• Organizational skills
• Problem-solving
• Decision making

Location

• Buffalo, New York, United States of America

Work Type

• Full-time

Experience Level

• Minimum of 2 years’ relevant experience
• Minimum of 4 years’ relevant experience

Education Level

• Bachelor's degree
• Bachelor's degree in Finance or Business

Salary/Compensations

• $62,200.00 - $103,600.00 Annual (USD)

About the Company

• M&T Bank is committed to fair, competitive, and market-informed pay for our employees.