Global Capital Markets Relationship Manager II

Wilmington Trust; Costa Mesa (CA); Sur place; USD 94 000 - 156 000; Plein temps

Résumé du poste

M&T Bank in Costa Mesa, CA, is seeking a GCM Relationship Manager to support client accounts with day-to-day administration, risk control and service excellence.

You will coordinate with Legal, Risk and Audit, review operative documents, and help structure and close GCM transactions while promoting client satisfaction and revenue opportunities.

Qualifications

• Bachelor's degree or equivalent with 2+ years in Global Capital Markets client service.
• Proficient with PCs and relevant software; ability to analyze legal docs.
• Experience reading, analyzing and interpreting legal documents.
• Strong communication and problem-solving abilities.

Responsabilités

• Monitor systems and ensure accounts operate within policies and guidelines.
• Review and comment on operative documents for assigned accounts.
• Coordinate risk and regulatory compliance with Legal, Risk, Compliance, and Audit.
• Resolve issues related to control and client service promptly.
• Collaborate with external parties to structure and close GCM transactions.
• Handle account administration, cash flow, fee billing and reporting.
• Participate in client calls, prepare fee proposals, and monitor receivables.
• Manage client relationships and sources to uncover new business opportunities.
• Identify opportunities to increase revenues through fees; implement controls.
• Provide coverage for other Relationship Managers as needed.
• Represent GCM in projects and corporate initiatives; support process improvements.
• Mentor less experienced associates and adhere to risk/regulatory standards.

Connaissances

Client relationship management

Communication skills

Analytical skills

Risk management awareness

Regulatory understanding

Formation

Bachelor's degree or equivalent

CCTS certification

Outils

Internal software

Document management systems

Description du poste

Overview

Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts of varying complexity and importance, 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, 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 moderate to significant intricacy, complexity and level of risk, to ensure accounts are setup 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 moderate to significant 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 prepare fee proposals to support new business opportunities. Evaluate fees for suitability and conformance with fee schedules. Partner with Fee Billing to monitor and timely collect aged receivables.
• Manage relationships, cultivating current and prospective clients and referral sources to uncover opportunities and potential sources of new business including representing GCM at transaction closings, attending and chairing client meetings and presentations and preparing relevant documentation to support the attraction, retention and expansion of client relationships.
• Identify areas, based on transaction knowledge and fees charged, where revenues can be increased by charging additional fees when services change; advise management of these opportunities. Implement approved fee increases, fee discounts and waivers as identified or instructed and per established controls and procedure.
• Provide coverage and support for other Relationship Mangers within assigned Section/Unit as required by absence.
• Represent GCM and/or lead departmental projects and Corporate initiatives on a periodic basis.
• Assist management with the development and operation of business products and processes.
• May supervise and/or mentor less experience 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 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.

Education And Experience Required

• Bachelor's degree and a minimum of 2 years’ client service experience in Global Capital Markets products or markets,
• OR in lieu of a degree,
• A combined minimum of 6 years’ higher education and/or work experience, including a minimum of 2 years’ client service experience in Global Capital Markets products or markets
• 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

• 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
• M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $93,800.00 - $156,300.00 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