Banking Services Operations Associate IV - IRA

M&T Bank•Amherst, NY

3d•$21 - $34•Hybrid

About The Position

This position is for an opening within our Individual Retirement Account (IRA) Servicing team in the Banking Services division of M&T Bank. The members of this team perform various tasks in association with M&T Bank's IRA portfolio. The team supports branch staff and other areas via telephone and email contact.

Requirements

High school diploma or equivalent (GED)
A minimum of 3 years’ general work experience

Nice To Haves

Bachelor’s degree

Responsibilities

Provide Individual Retirement Account (IRA) guidance and customer service support via phone and email to branches and telephone center.
Work in conjunction with branch and Telephone Center teams to assist with standard to intermediate level of complexity account maintenance questions and support transactions.
Serve as first-level escalation point for problematic and non-standard type inquiries.
Open IRA Account in appropriate systems while performing compliance validation and system scan on new customers.
Review various forms of documentation to ensure accuracy for regulatory and other requirements.
Conduct account research and investigation to resolve exceptions, issues and/or inaccuracies.
Process moderate to complex data entry to the IRA operating system to reflect account maintenance updates requested by IRA account owners or their beneficiaries.
Contribute to a highly productive team environment and positive workplace atmosphere.
Earn the trust and respect of their peers through demonstrating an ability to perform at a high level.
Build mutual support and alignment with peers and stakeholders to assist with problem resolution and creating process efficiencies wherever possible.
Embrace agile ways of working combined with personal accountability to achieve results.
Utilize resources and available information to build self-development while always keeping an eye toward future goals.
Set and align daily task priorities to align with the overall goals of the team.
Understand how work contributes to the overall bank vision and strategy and align actions accordingly.
Seek out ideas and best practices and embrace change to deliver an efficient, quality result for the department.
Adapts to a competitive landscape and respond nimbly to trends and developments as they occur.
Able to use tact and diplomacy in a group setting to problem solve unique situations.
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 belonging 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.