Commercial Implementation Specialist

M&T Bank•Buffalo, NY

1d•Onsite

About The Position

Act as the liaison between Treasury Management/Merchant Consultant and Operations to service the maintenance needs of existing and prospective customers with a primary focus on Commercial Banking and complex setups. Ensure accuracy of Treasury Management (TM)/Merchant service setup. Receive instructions from Treasury Management/Merchant Consultant and clients and submit the resulting work order for the setup and maintenance of Treasury Management/Merchant products and services.

Requirements

Associates Degree
3 years Treasury Management/Merchant customer service OR onboarding experience.

Responsibilities

Prepare Treasury Management/Merchant Work Orders using the Treasury Management Implementation Automation system (TMIA) and Technical Assistance Requests.
Monitor and track implementation to avoid stalled or inactive implementations.
Assist the TM/Merchant Consultant with gathering additional details for the setup and maintenance of Treasury Management/Merchant products, including but not limited to internal and external customer contact.
Prepare and review TM/Merchant agreements.
Under TM/Merchant Consultant direction: prepare, distribute, and collect customer legal agreements for clients’ signatures.
Validate TM/Merchant agreements for accuracy to include signature verification, and submit to Treasury Management Agreement Housing (TMAH) for processing.
Coordinate and submit exception pricing for Commercial Banking and complex setups.
Coordinate RM and Sales activities for required Tier II guidance lines for TM/Merchant products through CLAS and Business Banking Loan Processing Center (LPC) approval.
Ability to work with a high level of independence, under general supervision.
Ability to independently research and resolve issues regarding implementation, escalate issues as appropriate.
Keep abreast of product lines, internal policies and procedures, and external regulations that may impact assigned area.