CLO Unit Manager II

Wilmington Trust; Wilmington (DE); On-site; USD 106,700 - 177,900; Full time

Job summary

M&T Bank in Wilmington, Delaware seeks a senior Relationship Manager leader to oversee client relationships across assigned product lines. You will coach staff, drive efficiency, and ensure service quality.

You will develop revenue growth, manage risk, implement controls, and partner with management to meet policies. A Bachelor's degree and leadership experience are required, with professional certifications valued.

Qualifications

• Bachelor's degree and 3+ years’ related experience, or 7+ years combined education/experience incl. 3+ years.
• Minimum 2 years’ work leadership/supervisory experience.
• Preferred: Certified Corporate Trust Specialist, PM skills, analytical skills, proficiency with MS Office and industry software.

Responsibilities

• Manage relationships of varying complexity, cultivating clients for new business and referrals.
• Coach and mentor Relationship Managers and staff; ensure policy compliance.
• Lead process improvements to increase service, profitability and regulatory compliance.
• Participate in revenue generating efforts and focus on product lines for growth.
• Ensure risk management and internal controls align with company standards.

Skills

Customer service

Communication

Problem solving

Resource management

Decision making

Education

Bachelor's degree

Certified Corporate Trust Specialist

Job description

Overview

Manages administrative, relationship management and planning for one or more assigned section’s product lines or group of staff. Works closely with management and/or Product Leader and others as assigned.

Primary Responsibilities

• Manage relationships of varying degrees of complexity, cultivating present and prospective clients as sources of new business, including travel and client visits. Meet with clients to ensure quality of service and uncover opportunities for referrals for other banking services.
• Manage, coach and mentor Relationship Managers and other assigned staff members, encouraging individual and group development. Ensure staff is kept aware of and compliant with internal and external policies and procedures.
• In conjunction with management, lead development and implementation of process improvements to increase service, processing, profitability and regulatory compliance. Partner with management and colleagues to maintain all administrative, operational and risk management support for Unit.
• Participate in revenue generating efforts as assigned.
• Focus on assigned product and business lines, for internal and external relationships, develop and maintain key relationships, directly related to revenue growth.
• Collaborate and implement process improvements and enhanced risk strategies for the area.
• Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations.
• Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. 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.

Scope Of Responsibilities

This position manages individual development by providing coaching, feedback, and reinforcement. As well as effectively delegating tasks or projects. The position facilitates development of a sense of ownership in jobs or projects by providing clear expectations, controlling sufficient resources, encouraging responsibility and coaching. The position uses appropriate influence to inspire and guide individuals toward goal achievement and establishes and builds rapport by communicating with internal and external clients frequently. The jobholder fosters attitudes, conditions, and environments that yield improved quality and quantity to maximize performance. The position conducts analysis and monitors progress and results and takes appropriate measures and counter measures as required. Typical managerial scope of the position is up to 5,000 accounts or 5-10 staff members.

Education And Experience Required

Bachelor's degree and a minimum of 3 years’ related experience, or in lieu of a degree, a combined minimum of 7 years’ higher education and/or work experience, including a minimum of 3 years’ related experience

Minimum Of 2 Years’ Work Leadership And/or Supervisory Experience

• Strong customer service skills
• Strong verbal and written communication skills
• Problem resolution skills
• Resource management skills
• Strong decision-making skills

Education And Experience Preferred

• Certified Corporate Trust Specialist certification
• Project management skills
• Analytical skills
• Demonstrated high level of proficiency in use of pertinent word processing, spreadsheet, presentation and industry-specific software

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $106,700.00 - $177,900.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location:

Wilmington, Delaware, United States of America