Manages a team that provides operational support for all Private banking loan originations and portfolio management support. Ensures operational efficiency and technical excellence for the Custom Credit Advisor. Partners with Wealth Management Loan Product Management and Private Banking to understand business needs and use operational, technical, and functional lending expertise to develop and implement policies and procedures that enhance efficiency.
This position manages the operational infrastructure that supports the Custom Credit team, ensuring the team provides the highest level of operational efficiency to ultimately enhance the client experience and create efficiency for internal partners. This position has full accountability for resolving and communicating the resolution of highly complex credit issues. This position needs deep expertise in three distinct functions, support of Custom Credit Advisors, SBL administration and Portfolio Management, to ensure efficiencies across the functions and resolve issues.
No. of Staff: 8
Bachelor’s degree and a minimum of 5 years’ wealth management, tailored, and/or custom credit lending experience, or in lieu of a degree, a combined minimum of 9 years’ higher education and/or work experience, including a minimum of 5 years’ wealth management, tailored, and/or custom credit lending experience
Completion of formal credit training program or similar work experience
Minimum of 1 years’ managerial, supervisory, and/or work leadership experience
Deep knowledge of structuring and advising on custom credit
Experience prioritizing and balancing competing needs
Strong verbal and written communication skills
Strong interpersonal skills
Strong analytical skills
Minimum of 8 years' lending experience in Private Banking or Commercial Banking
Minimum of 3 years’ management of a diverse team of operational functions in a financial services organization
Experience with pertinent internal systems
Deep knowledge of lending products, including SBL
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $142,100.00 - $236,800.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.
New York, New York, United States of America
Great companies have an enduring sense of purpose. At M&T, our purpose is a simple one: make a difference in people’s lives and uplift the communities we serve. Founded in 1856 in Buffalo, NY we are now a top 11 full-service US-based commercial bank with a retail footprint across the east coast and wealth services available nationwide and abroad. As a bank, we offer advice, guidance, expertise, and solutions across the entire financial spectrum that combines M&T’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. We are a community-minded organization with more than 167 years of experience. We serve customers, community, and colleagues whether they be across the street, across the state or across the country.
As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time, each year. Our core values drive the work we do – integrity, ownership, collaboration, curiosity, candor and we seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members.
M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws.
