GCM Relationship Manager I - M&A

M&T Bank Corporation; Costa Mesa (CA); On-site; USD 81,500 - 135,900; Full time

Job summary

M&T Bank Corporation in Costa Mesa, California is seeking a Relationship Manager within Global Capital Markets to manage client relationships and the daily administration of assigned accounts with moderate complexity and risk.

You will work closely with legal, risk and compliance teams, coordinate with external parties, prepare fee proposals, and help expand client relationships while ensuring internal controls and regulatory compliance.

Qualifications

• Bachelor's degree or equivalent experience in a related field.
• Experience reading, analyzing and interpreting legal documents.
• Proven problem-solving and analytical skills.
• Strong verbal and written communication skills.

Responsibilities

• Monitor administrative systems and ensure accounts operate within established policies and procedures.
• Review and comment on legal documents and agreements for assigned accounts.
• Coordinate with Legal, Risk, Compliance and Audit to monitor regulatory compliance.
• Resolve issues related to control and client service for assigned accounts promptly.
• Collaborate with external parties to structure and close GCM transactions in a timely manner.
• Assist in sales calls and fee proposal preparation to support new business opportunities.
• Build and manage relationships with current and prospective clients and referrals.

Skills

Client relationship management

Regulatory compliance

Financial analysis

Negotiation experience

Communication skills

Problem solving

Education

Bachelor's Degree + 1 year related experience

Job description

Overview

Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts of simple to moderate intricacy, complexity and risk, including all administrative, operational and risk management activities for GCM transactions. Serves as main point of contact with the client and internal and external service partners to follow short and long-term strategies to achieve sustainable earnings growth and compliance with Bank and Division strategic plans. Manages daily administration of assigned transactions, including delivering exceptional service to clients and related parties, ensuring all internal controls are satisfied. Works with internal partners as appropriate.

Primary Responsibilities

• Monitor relevant administrative and operational systems, databases and activity related to accounts of simple to moderate intricacy, complexity and level of risk to ensure accounts are set-up and operating within established policies, procedures and guidelines.
• Review, analyze and provide comments to counsel related to negotiation and drafting of operative documents and agreements for assigned accounts.
• Coordinate activities related to monitoring risks and ensuring regulatory compliance for assigned accounts with Legal, Risk, Compliance and/or Audit as required.
• Research and resolve issues related to control and client service aspects of assigned accounts in a timely manner to maintain customer satisfaction, working with appropriate internal and external resources as required.
• Work with external parties, including attorneys, financial advisors, interested parties and alliance/service partners, to structure and close GCM transactions in a timely manner.
• Complete various account administration activities of simple to moderate intricacy, complexity and risk including, timely cash flow execution and fee billing, internal and external reporting and tickler processing.
• Participate, along with GCM Sales, in sales calls to current and prospective clients, either in-person or over the phone, and assist in preparation of fee proposals to support new business opportunities.
• Manage relationships, cultivating current and prospective clients and referral sources to uncover opportunities and potential sources of new business.
• Implement approved fee increases, discounts and waivers as identified or instructed per established controls and procedures.
• Partner with Fee Billing to monitor and timely collect aged receivables.
• Provide coverage and support to other Relationship Managers within assigned Section/Unit as required by absence.
• Represent GCM at transaction closings, attend and chair client meetings and presentations and prepare relevant documentation to support the attraction, retention and expansion of client relationships.
• Participate in departmental projects and Corporate initiatives on a periodic basis.
• May supervise and/or mentor less experienced associates.
• 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 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.

Education and Experience Required

• Bachelor's Degree and a minimum of 1 year related 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 related experience.
• High level of proficiency with personal computers as well as 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.

Education and Experience Preferred

• Minimum of 2 years’ Global Capital Markets client service experience.
• Working toward or already received CCTS (Certified Corporate Trust Specialist) certification.
• Working knowledge of pertinent specialized internal software applications.
• Demonstrated sense of ownership in jobs or projects.

Compensation and Location

The pay range for this position is $81,500.00 - $135,900.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location: Costa Mesa, California, United States of America

About M&T Bank

Great companies have an enduring sense of purpose. At M&T, our purpose is a simple one: make a difference in people’s lives and uplift the communities we serve. M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&T’s affiliates offer advice, guidance, expertise and solutions across the entire financial spectrum, combining M&T Bank’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. M&T Bank has a network of over 1,000 branches and 2,200 ATMs that span 12 states from Maine to Virginia and Washington, D.C. For more than 165 years, M&T has strived to take an active role in our communities and build long-lasting relationships with our customers. We are a bank for communities—combining the capabilities of a large bank with the care of a locally focused institution. Our core values – integrity, ownership, collaboration, curiosity, and candor – drive the work we do. View M&T’s Human Capital Report to learn more.

How to Apply

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