ICS Relationship Manager I

Wilmington Trust • Buffalo, NY

1d

About The Position

Overview: Provides relationship management oversight of assigned institutional client accounts. Working in a team environment, provides account specific administration support and client service tasks to support the business, concentrating on quality and accuracy of daily work and superior relationship management, while minimizing risk. Primary Responsibilities: Submit activity for processing in a timely and accurate manner and based on client directives. Respond to and/or annotate compliance reports as directed by more experienced Relationship Managers. Submit annual account reviews for assigned accounts in a timely manner or as directed. Serve as primary/secondary contact for assigned/coverage team accounts as well as retirement plan participants and pensioners. Resolve basic matters and inquiries, adhering to established Division, client and alliance service standards. Maintain client communications on regulatory, legal, accounting and trust matters. Complete client billing and resolve aged receivables for client accounts; work with more experienced Relationship Managers as needed. Remain current on industry trends and regulatory items. Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing 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 together with any issues raised by external regulators as applicable. Complete other related duties as assigned.

Requirements

• Bachelor's degree and a minimum of 1 year relevant experience, OR in lieu of a degree, A combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 year relevant experience
• Strong level of proficiency in use of personal computers and pertinent word processing and spreadsheet software
• Detail-oriented
• Excellent customer service skills
• Excellent verbal and written communication skills
• Proven organizational skills
• Proven problem-solving skills
• Strong decision-making skills

Nice To Haves

• Bachelor’s degree in Finance or Business
• Minimum of 2 years’ relevant experience
• Retirement or Trust administration experience

Responsibilities

• Submit activity for processing in a timely and accurate manner and based on client directives.
• Respond to and/or annotate compliance reports as directed by more experienced Relationship Managers.
• Submit annual account reviews for assigned accounts in a timely manner or as directed.
• Serve as primary/secondary contact for assigned/coverage team accounts as well as retirement plan participants and pensioners.
• Resolve basic matters and inquiries, adhering to established Division, client and alliance service standards.
• Maintain client communications on regulatory, legal, accounting and trust matters.
• Complete client billing and resolve aged receivables for client accounts; work with more experienced Relationship Managers as needed.
• Remain current on industry trends and regulatory items.
• Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite.
• Identify risk-related issues needing 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 together with any issues raised by external regulators as applicable.
• Complete other related duties as assigned.

Benefits

• As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time each year.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level