End-to-End Treasury Implementation Specialist

M&T Bank; Village of Williamsville (NY); On-site; USD 64,815,000 - 107,940,000; Full time

Job summary

M&T Bank in Williamsville, NY is seeking a Treasury Management professional to own end-to-end TM service implementation and fulfillment. You will work closely with TM Sales, clients, and internal partners to ensure accurate setup and timely processing of service requests.

The role requires hands-on TM experience, strong documentation, and the ability to manage multiple tasks under tight SLAs. On-site position in Williamsville with collaborative team environment.

Qualifications

• Associates Degree required.
• 2 years Treasury Management/Merchant customer service experience.
• Bachelor’s degree preferred.

Responsibilities

• Ownership of TM Service request setups received from TM Sales representatives and/or clients.
• Proficiency in TM Implementation and TM Fulfillment processes and procedures.
• Receive information from Treasury Management Sales. Conduct research for requests and respond to internal business partners, as needed.
• Ensure accuracy of Treasury Management service setup.
• Prepare, distribute, validate, and collect legal agreements and client signatures.
• Monitor own TM Now work queue and assigned orders to avoid stalled or inactive requests.
• Ability to independently research and resolve issues regarding implementation and fulfillment, escalate issues as appropriate.
• Attend regularly scheduled departmental training calls to maintain current knowledge of procedures, regulatory updates, and Treasury Management services.
• Assist other staff members with understanding what has been communicated.
• Ability to work under time constraints and handle multiple tasks in support of various assignments and bring to resolutions within established service level agreements.
• Ability to utilize bank systems effectively to process and track set ups accurately.
• Must provide exceptional support to all customers, both internal and external.
• Establish and maintain strong relationships with internal business partners.
• Communicate and collaborate effectively with other departments in the Bank and work as a team player to create a positive team environment.
• Resolve customer issues and concerns efficiently and professionally by applying knowledge of products, services, applications, policies, and procedures.
• Professional and clear written/verbal communication skills and attention to detail are necessary to deliver high quality service, while ensuring accuracy and timely completion.
• 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 diversity 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.

Skills

Treasury Management

Customer service

Banking systems

Education

Associate degree

Bachelor’s degree

Tools

TM Systems

Job description

M&T Bank in Williamsville, NY is seeking a Treasury Management professional to own end-to-end TM service implementation and fulfillment. You will work closely with TM Sales, clients, and internal partners to ensure accurate setup and timely processing of service requests.

The role requires hands-on TM experience, strong documentation, and the ability to manage multiple tasks under tight SLAs. On-site position in Williamsville with collaborative team environment.