Responsible for end-to-end implementation and fulfillment of Treasury Management (TM) Services utilizing various systems. Work closely with clients and business partners as required. Client facing role.
Ownership of TM Service request set ups received from TM Sales representatives and/or clients.
Proficiency in TM Implementation and TM Fulfillment processes and procedures.
Receive information from Treasury Management Sales. Conduct research for requests and respond to internal business partners, as needed.
Ensure accuracy of Treasury Management service setup.
Prepare, distribute, validate, and collect legal agreements and client signatures.
Monitor TM Now work queue and assigned orders to avoid stalled or inactive requests.
Ability to independently research and resolve issues regarding implementation and fulfillment, escalate issues as appropriate.
Attend regularly scheduled departmental training calls to maintain current knowledge of procedures, regulatory updates, and Treasury Management services. Assist other staff members with understanding what has been communicated.
Ability to work under time constraints and handle multiple tasks in support of various assignments and bring to resolutions within established service level agreements.
Ability to utilize bank systems effectively to process and track set ups accurately.
Must provide exceptional support to all customers, both internal and external.
Establish and maintain strong relationships with internal business partners. Communicate and collaborate effectively with other departments in the Bank and work as a team player to create a positive team environment.
Resolve customer issues and concerns efficiently and professionally by applying knowledge of products, services, applications, policies, and procedures.
Professional and clear written/verbal communication skills and attention to detail are necessary to deliver high quality service, while ensuring accuracy and timely completion.
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 or Associates degree and a minimum of 3 years of work experience in Financial/Banking, Customer Service, or related industry.
In lieu of a degree, a combined minimum of 5 years higher education and/or work experience
Excellent attention to detail.
Excellent verbal and written communication skills.
Ability to take initiative to work independently and as a team member.
Self-motivated, well-organized individual.
Strong interpersonal skills necessary for business partner relationships within and outside organization.
Ability to work in a team environment.
Ability to work in multiple system applications.
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M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $26.00 - $43.34 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.
Buffalo, 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.
