Global Capital Markets Relationship Manager II- Costa Mesa

M&T Bank•Costa Mesa, CA

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, delivers client service, and ensures internal controls are satisfied, partnering with internal teams as appropriate. The role also supports client and business development, transaction structuring and closings, fee management, risk and regulatory compliance, and departmental or corporate initiatives. It may include mentoring or supervising less experienced associates.

Requirements

Bachelor's degree and at least 2 years of client service experience in Global Capital Markets products or markets; or, in lieu of a degree, 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, 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 activity for assigned accounts to ensure they are set up and operating in accordance with established policies, procedures, and guidelines.
Review, analyze, and provide comments to counsel on 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 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 in a timely manner.
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 for new business opportunities.
Evaluate fees for suitability and conformance with fee schedules; partner with Fee Billing to monitor and collect aged receivables.
Cultivate current and prospective client and referral-source relationships to identify business opportunities; represent GCM at transaction closings, attend and chair client meetings and presentations, and prepare supporting documentation.
Identify opportunities to increase revenue through additional fees when services change and advise management.
Implement approved fee increases, discounts, and waivers in accordance with established controls and procedures.
Provide coverage and support for other Relationship Managers in 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 Company risk and regulatory standards, policies, controls, and Risk Appetite; identify risk-related issues requiring escalation.
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.