M&T Bank Global Capital Markets Unit Manager II in Costa Mesa, California
Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts that may have significant complexity and risk, including all administrative, operational and risk management activities for GCM transactions. Serves as main point of contact with the client and internal and external service partners to follow short and long-term strategies to achieve sustainable earnings growth and compliance with Bank and Division strategic plans. Participates in development and delivery of innovative products and/or services. Works with internal business partners as appropriate. Demonstrates a thorough and expert understanding of duties in the market and related controls.
Monitor relevant administrative and operational systems, databases and activity related to accounts of moderate to complex level of risk, to ensure accounts are setup and operating within established policies, procedures and guidelines.
Review, analyze and provide comments to counsel related to negotiation and drafting of operative documents and agreements for assigned accounts.
Ensure coordination of activities related to monitoring risks and ensuring regulatory compliance for assigned accounts with Legal, Risk, Compliance and/or Audit as required. Research and resolve issues related to control and client service aspects of assigned accounts in a timely manner to maintain customer satisfaction, working with appropriate internal and external resources as required.
Work with external parties, including attorneys, financial advisors, interested parties and alliance/service partners, to structure and close GCM transactions in a timely manner.
Complete various account administration activities of moderate to significant intricacy, complexity and risk including, timely cash flow execution and fee billing, internal and external reporting and tickler processing.
Participate, along with GCM Sales, in sales calls to current and prospective clients, either in-person or over the phone and prepare fee proposals to support new business opportunities. Evaluate fees for suitability and conformance with fee schedules. Partner with Fee Billing to monitor and timely collect aged receivables.
Manage relationships, cultivating current and prospective clients and referral sources to uncover opportunities and potential sources of new business.
Provide coverage and support for other Relationship Managers within assigned Section/Unit as required by absence.
Represent GCM at transaction closings, attend and chair client meetings and presentations and prepare related relevant documentation to support the attraction, retention and expansion of client relationships.
Represent GCM and/or lead departmental projects and Corporate initiatives on a periodic basis.
Participate on Divisional and Departmental projects as assigned at a strategic and tactical level and inclusive of product development, fee structures, service delivery and policy and procedures.
Direct and/or monitor less experienced Relationship Managers and Client Administrators in the timely execution of cash flows, fee billing, internal and external reporting and tickler processing.
Work with management to identify opportunities to enhance GCM’s control environment, existing and new products, internal coordination and collaboration and client service model and implement enhancements as requested to improve business results, client service and efficiency.
Advise and work with management on any actual or potential product changes, such as adverse court or regulatory rulings, competitive landscape changes and changes to market provisions in agreements, that may affect GCM’s ability to sustain its’ control environment, future profitability and growth to ensure pro-active responses to identified issues.
Supervise and mentor others in their managerial group.
Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations.
Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. 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 3 years’ client service experience in Global Capital Markets products or markets,
OR in lieu of a degree,
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 as well as 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
Education and Experience Preferred:
Minimum of 2 years’ supervisory and/or work leadership experience
CCTS (Certified Corporate Trust Specialist) certification
Working knowledge of pertinent specialized internal software applications
Demonstrated sense of ownership in jobs or projects
Costa Mesa, California, 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
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