GCM Relationship Manager II

M&T Bank•Chicago, IL

18h

About The Position

Manages client relationships and the daily administration of assigned Global Capital Markets (GCM) accounts of varying complexity and importance, including administrative, operational, and risk management activities for GCM transactions. Serves as the main point of contact for clients and internal and external service partners, supporting short- and long-term strategies to achieve sustainable earnings growth and compliance with Bank and Division strategic plans. Delivers exceptional client service while ensuring internal controls are satisfied and working with internal partners as appropriate. The role also cultivates current and prospective client relationships and referral sources, supports new business opportunities, and may supervise or mentor less experienced associates. It represents GCM in client and transaction settings and may lead departmental projects or Corporate initiatives.

Requirements

Bachelor’s degree and at least 2 years of client service experience in Global Capital Markets products or markets; alternatively, a combined minimum of 6 years of higher education and/or work experience, including at least 2 years of such client service experience.
High proficiency with personal computers and pertinent software.
Prior experience reading, analyzing, and interpreting legal documents.
Prior experience calculating amounts such as discounts, interest, commissions, and percentages.
Familiarity with corporate structures and relevant laws and regulations.
Proven problem-solving skills.
Strong verbal and written communication skills.
Strong analytical skills.

Nice To Haves

CCTS (Certified Corporate Trust Specialist) certification.
Working knowledge of pertinent specialized internal software applications.
Managerial or leadership experience.
Demonstrated sense of ownership in jobs or projects.

Responsibilities

Monitor administrative and operational systems, databases, and account activity to ensure assigned accounts operate within established policies, procedures, and guidelines.
Review, analyze, and provide comments to counsel on the negotiation and drafting of operative documents and agreements.
Coordinate with Legal, Risk, Compliance, and/or Audit to monitor risks and ensure regulatory compliance for assigned accounts.
Research and resolve control and client-service issues promptly, coordinating with internal and external resources as needed.
Work with external parties, including attorneys, financial advisors, interested parties, and alliance or service partners, to structure and close GCM transactions.
Complete account administration activities, including timely cash-flow execution, fee billing, internal and external reporting, and tickler processing.
Participate with GCM Sales in calls to current and prospective clients and prepare fee proposals for new business opportunities.
Evaluate fees for suitability and conformance with fee schedules; partner with Fee Billing to monitor and collect aged receivables in a timely manner.
Cultivate client relationships and referral sources to identify opportunities and new business, including representing GCM at transaction closings, attending and chairing client meetings and presentations, and preparing supporting documentation.
Identify opportunities to increase revenue by charging additional fees when services change, and advise management of those opportunities.
Implement approved fee increases, discounts, and waivers in accordance with established controls and procedures.
Provide coverage and support for other Relationship Managers within the assigned Section/Unit as required during absences.
Represent GCM and/or lead departmental projects and Corporate initiatives periodically.
Assist management with the development and operation of business products and processes.
May supervise and/or mentor less experienced associates.
Understand and adhere to Company risk and regulatory standards, policies, and controls in accordance with the Company’s Risk Appetite; escalate risk-related issues 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 and applicable issues raised by external regulators.
Complete other related duties as assigned.