Global Capital Markets Relationship Manager II

M&T Bank•Wilmington, DE

23h

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, following short- and long-term strategies to support sustainable earnings growth and compliance with Bank and Division strategic plans. Administers assigned transactions, provides exceptional client service, ensures internal controls are satisfied, and works with internal partners as appropriate. The role also supports business development, revenue management, transaction structuring and closing, regulatory compliance, and departmental projects. It may include mentoring or supervising less experienced associates, providing coverage for other Relationship Managers, and assisting management with business products and processes.

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 comment to counsel on the negotiation and drafting of operative documents and agreements.
Coordinate risk-monitoring and regulatory-compliance activities for assigned accounts with Legal, Risk, Compliance, and/or Audit.
Research and resolve account control and client-service issues in a timely manner, working with internal and external resources as needed.
Work with attorneys, financial advisors, interested parties, and alliance or service partners to structure and close GCM transactions.
Complete account administration, including 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 current and prospective clients and referral sources to identify opportunities and new business; represent GCM at transaction closings, attend and chair client meetings and presentations, and prepare documentation to attract, retain, and expand client relationships.
Identify opportunities to increase revenue through additional fees when services change and advise management.
Implement approved fee increases, discounts, and waivers according to established controls and procedures.
Provide coverage and support for other Relationship Managers within the assigned Section or Unit as required.
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.
Adhere to the Company’s risk and regulatory standards, policies, and controls in accordance with its Risk Appetite; identify risk-related issues for 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 and applicable issues raised by external regulators.
Complete other related duties as assigned.