Global Capital Markets Relationship Manager II- Costa Mesa

M&T Bank•Costa Mesa, CA

3d•$93,800 - $156,300

About The Position

Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts of varying complexity and importance. The role includes 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 achieve sustainable earnings growth and compliance with Bank and Division strategic plans, delivers exceptional client service, and ensures internal controls are satisfied. The position also works with internal partners, supports business products and processes, may mentor or supervise less experienced associates, and represents GCM in departmental projects and corporate initiatives. The role is based in Costa Mesa, California. The annual pay range is $93,800 to $156,300, with specific compensation informed by the successful candidate’s knowledge, skills, and experience.

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 client-service experience in Global Capital Markets products or markets.
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 are set up and operating according to established policies, procedures, and guidelines.
Review, analyze, and provide comments 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 control and client-service issues in a timely manner, engaging 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 activities, 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 to support 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 relationships with current and prospective clients and referral sources to identify opportunities and potential new business.
Represent GCM at transaction closings; attend and chair client meetings and presentations; prepare documentation to support client attraction, retention, and relationship expansion.
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 during absences.
Represent GCM and/or lead departmental projects and corporate initiatives periodically.
Assist management with developing and operating business products and processes.
May supervise and/or mentor less experienced associates.
Adhere to company risk and regulatory standards, policies, and controls; identify risk-related issues requiring 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.