
10,000+ employees
Founded 1856
🛡️ Insurance
💼 Consulting
🏦 Banking
Insurance • Consulting • Banking
M&T Bank is a leading regional financial institution that provides a wide range of banking services to personal, business, and commercial clients. Known for its customer satisfaction in mobile banking, M&T Bank offers products and services such as checking accounts, credit cards, mortgages, personal loans, and insurance. Additionally, it provides financial planning through Wilmington Advisors @ M&T. The bank is committed to community engagement, supporting local businesses, multicultural banking, and volunteerism. With a focus on cybersecurity and digital banking solutions, M&T Bank serves its clientele through comprehensive online and mobile services.
🔥 1 minute ago
🏈 Alabama – Remote
💵 $62.2k - $103.6k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
🖥️ Administration
👻 Ghost score 0%
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10,000+ employees
Founded 1856
🛡️ Insurance
💼 Consulting
🏦 Banking
Insurance • Consulting • Banking
M&T Bank is a leading regional financial institution that provides a wide range of banking services to personal, business, and commercial clients. Known for its customer satisfaction in mobile banking, M&T Bank offers products and services such as checking accounts, credit cards, mortgages, personal loans, and insurance. Additionally, it provides financial planning through Wilmington Advisors @ M&T. The bank is committed to community engagement, supporting local businesses, multicultural banking, and volunteerism. With a focus on cybersecurity and digital banking solutions, M&T Bank serves its clientele through comprehensive online and mobile services.
• Lead all aspects of Global Capital Markets trust or entity administration and servicing for high net-worth private and institutional clients • Support senior account relationship managers • Serve as administrator for large and/or highly complex clients • Serve as primary point of contact or relationship lead for clients • Maintain daily client contact to address inquiries and facilitate requests • Process transactions, including collecting critical documents, cash disbursements, trades, account balances, new accounts, discretionary distributions, and trust terminations • Ensure proper administrative management for assigned accounts • Contribute knowledge to processes, procedures, and strategic decisions • Oversee client relationships and recommend design and administration of institutional and/or corporate trust accounts • Assist senior account representatives with revenue-generating activities, document preparation, and client meetings • Manage daily implementation of client strategies • Manage internal and external service-partner relationships and resolve issues • Maintain industry knowledge and communicate relevant information internally and externally • Apply corporate policies and procedures in complex situations • Maintain controls to minimize losses • Provide support, coaching, and mentoring to assigned associates • Adhere to risk and regulatory standards, policies, and controls; escalate risk issues • Promote belonging and reflect the M&T Bank brand • Maintain internal control standards and implement audit and regulatory action points • Mentor and guide less experienced personnel • Complete other related duties as assigned
• Bachelor’s degree and a minimum of 2 years’ relevant work experience with direct client contact, 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 work experience with direct client contact • Strong focus on customer service and satisfaction • Excellent verbal and written communications skills • Degree focus on Finance, Business, Economics or Accounting (preferred) • CCTS (Certified Corporate Trust Specialist) certification if corporate trust focus (preferred) • Strong skills in pertinent software applications, with ability to rapidly learn new applications (preferred) • Experience working in a team environment (preferred) • Strong interpersonal skills with ability to build significant level of trust with clients; empathy and a real interest in working with people (preferred) • Self-confident (preferred) • Proven ability to work well with highly capable and successful individuals (preferred) • Advanced analytical ability (preferred) • Demonstrated ability to develop strong working relationships with administrative support areas appropriate to the business unit and/or division (preferred) • Experience contributing to positive working relationships and maintain integrity and professionalism (preferred)
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