OverviewProvides operational, risk, and client service support for institutional client relationships within a team-based coverage model. Works primarily in a backup and execution capacity in close partnership with senior Relationship Managers to ensure continuity of service, accuracy of processing, and adherence to risk and control standards.
Primary Responsibilities- Support assigned institutional client relationships by executing daily administrative and transactional responsibilities accurately and in accordance with client directives, policies, and procedures.
- Submit and/or approve transactions, activity, and workflows in a timely and accurate manner while maintaining strong documentation standards.
- Serve as a designated backup contact for senior Relationship Managers, ensuring seamless coverage during planned and unplanned absences.
- Maintain visibility into assigned client activity, open items, and priorities to support continuity of service.
- Review, respond to, and annotate compliance, monitoring, and control reports for supported relationships; escalate issues and exceptions appropriately.
- Participate in client calls as requested, demonstrating preparedness, professionalism, and clear communication.
- Execute disbursement-related activities in strict adherence to ICS controls, including validation of payment instructions and escalation of discrepancies.
- Maintain a strong understanding of internal policies, procedures, and control requirements; complete all required training within established timeframes.
- Collaborate with peers across coverage groups to ensure effective handoffs, backup coordination, and knowledge sharing.
- Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite.
- Identify operational, client, or risk issues and escalate promptly using clear, factual problem statements and recommended next steps.
- Maintain M&T internal control standards, including timely implementation of internal and external audit actions and resolution of issues raised by regulators, as applicable.
- Promote an environment that supports belonging and reflects the M&T Bank brand.
- Complete other related duties as assigned.
Education and Experience Required:Bachelor's degree and a minimum of 2 years' relevant experience,
OR in lieu of a degree,
A combined minimum of 6 years' higher education and/or work experience, including a minimum of 2 years' 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 leadership skills
Proven problem-solving skills
Strong decision making skills
Education and Experience Preferred:Bachelor's degree in Finance or Business
Minimum of 4 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 $62,200.00 - $103,600.00 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
