About The Position

Manages client relationships and the daily administration of assigned Global Capital Markets (GCM) accounts of simple to moderate intricacy, complexity, and risk. Responsibilities include 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 for sustainable earnings growth and compliance with Bank and Division strategic plans. Administers transactions, provides exceptional client service, and ensures internal controls are satisfied while working with internal partners as appropriate. The role may supervise and/or mentor less experienced associates. It is responsible for following the Company’s risk and regulatory standards, policies, and controls in accordance with its Risk Appetite; escalating risk-related issues to management; supporting an environment of belonging that reflects the M&T Bank brand; and maintaining internal control standards, including timely implementation of audit points and issues raised by external regulators. Other related duties may be assigned.

Requirements

  • Bachelor's degree and at least 1 year of related experience; or, in lieu of a degree, a combined minimum of 5 years of higher education and/or work experience, including at least 1 year of related experience.
  • High level of 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

  • At least 2 years of Global Capital Markets client service experience.
  • Working toward or already received CCTS (Certified Corporate Trust Specialist) certification.
  • Working knowledge of pertinent specialized internal software applications.
  • Demonstrated sense of ownership in jobs or projects.

Responsibilities

  • Monitor administrative and operational systems, databases, and account activity to ensure assigned accounts are set up and operating in accordance with established policies, procedures, and guidelines.
  • Review, analyze, and provide comments to counsel on the negotiation and drafting of operative documents and agreements for assigned accounts.
  • Coordinate risk monitoring and regulatory compliance activities with Legal, Risk, Compliance, and/or Audit as required.
  • Research and resolve control and client service issues promptly, using appropriate internal and external resources.
  • Work with external parties, including attorneys, financial advisors, interested parties, and alliance or service partners, to structure and close GCM transactions.
  • Complete account administration, including timely cash flow execution and fee billing, internal and external reporting, and tickler processing.
  • Participate with GCM Sales in calls with current and prospective clients and assist with fee proposals for new business opportunities.
  • Manage relationships with current and prospective clients and referral sources to identify opportunities and potential new business.
  • Implement approved fee increases, discounts, and waivers in accordance with established controls and procedures.
  • Partner with Fee Billing to monitor and collect aged receivables in a timely manner.
  • Provide coverage and support to other Relationship Managers in the assigned Section or Unit when required.
  • Represent GCM at transaction closings; attend and chair client meetings and presentations; and prepare documentation supporting the attraction, retention, and expansion of client relationships.
  • Participate periodically in departmental projects and Corporate initiatives.
  • May supervise and/or mentor less experienced associates.
  • Adhere to Company risk and regulatory standards, policies, and controls in accordance with the Company’s Risk Appetite, and 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.
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