Global Capital Markets Relationship Manager I
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. The role covers administrative, operational, and risk management activities for GCM transactions and serves as the main point of contact for clients and internal and external service partners. The Relationship Manager follows short- and long-term strategies to support sustainable earnings growth and compliance with Bank and Division strategic plans. The position administers transactions, provides exceptional service to clients and related parties, ensures internal controls are satisfied, and collaborates with internal partners. It also supports transaction structuring and closings, business development, client relationship growth, risk monitoring, regulatory compliance, and departmental and corporate initiatives. The role may supervise or mentor less experienced associates.
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 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 holding 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 operated in accordance with established policies, procedures, and guidelines.
- Review, analyze, and comment to counsel on the negotiation and drafting of operative documents and agreements for assigned accounts.
- Coordinate risk monitoring and regulatory compliance activities for assigned accounts with Legal, Risk, Compliance, and/or Audit.
- Research and resolve control and client service issues promptly, working with 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.
- Perform account administration, including timely cash flow execution and fee billing, internal and external reporting, and tickler processing.
- Participate with GCM Sales in calls to current and prospective clients and assist in preparing fee proposals for new business opportunities.
- Manage relationships with current and prospective clients and referral sources to identify new business opportunities.
- Implement approved fee increases, discounts, and waivers in accordance with established controls and procedures; partner with Fee Billing to monitor and collect aged receivables on time.
- Provide coverage and support to other Relationship Managers in the assigned Section or Unit when needed.
- 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.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
