M&T Bank Retirement Onboarding Relationship Manager in Buffalo, New York
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.
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 diversity 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
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
Buffalo, New York, United States of America
At M&T Bank, we make a difference in people’s lives . For more than 160 years, we’ve been providing our customers with guidance and financial solutions, leading our communities through challenges and growth opportunities, and empowering our employees to build purpose-driven careers.
Our talent and culture set us apart. Our core values drive the work we do – integrity, ownership, collaboration, curiosity, candor. We seek to further build upon our record of success by bringing in diverse talents and fresh skill sets while supporting the growth and development of all team members. At M&T, we are a talent and people driven organization. Take a peek inside M&T’s Human Capital Report (https://www3.mtb.com/homepage/careers/why-work-at-m-and-t) to learn how it feels to be one of our 17,000+ employees.
We are constantly renewing. Our future success relies on our ability to understand what’s important to our customers and use that understanding to build new and innovative customer experiences.
We support our employees every step of the way.
Full medical & dental benefits, Heath Savings & Flexible Spending Accounts, and life/disability insurance
Generous paid time off (PTO) plus 11 paid holidays and an option to buy additional PTO
401(k) match at 5% with options for Roth and discretionary employer contributions
A deep commitment to equity, including 14 resource group charters, a D&I sponsorship program, 40 annual paid volunteer hours and more
Various options for tuition assistance, paid parental leave, stock purchase, wellness and employee discounts
We need you. Are you ready to join us? Apply today to start the journey.
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M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.