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, delivering exceptional service to clients, ensuring all internal controls are satisfied.
Primary Responsibilities
- Monitor relevant administrative and operational systems, databases and activity related to accounts of moderate to significant intricacy, complexity and level of risk, ensuring 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.
- 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, fee billing, internal and external reporting and tickler processing.
- Participate, along with GCM Sales, in sales calls to current and prospective clients, preparing 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.
- Represent 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 where revenues can be increased by charging additional fees as services change and advise management.
- Implement approved fee increases, fee discounts and waivers as identified or instructed per established controls and procedure.
- Provide coverage and support for other Relationship Managers within assigned Section/Unit as required.
- Represent GCM and/or lead departmental projects and corporate initiatives on a periodic basis.
- Assist management with development and operation of business products and processes.
- May supervise and/or mentor less experienced associates.
- Maintain internal control standards, including timely implementation of internal and external audit points.
Education and Experience
- Required: Bachelor’s degree and minimum 2 years of client service experience in Global Capital Markets products or markets; or combined minimum 6 years of higher education and/or work experience, including minimum 2 years client service experience in GCM.
- Required: High level of proficiency with personal computers and pertinent software.
- Required: Prior experience reading, analyzing and interpreting legal documents.
- Required: Prior experience calculating discounts, interest, commissions and percentages.
- Required: Familiarity with corporate structures, relevant laws and regulations.
- Required: Proven problem‑solving, strong verbal and written communication, and strong analytical skills.
Preferred
- CCTS (Certified Corporate Trust Specialist) certification.
- Working knowledge of specialized internal software applications.
- Managerial or leadership experience.
- Demonstrated sense of ownership in jobs or projects.
- M&T Bank brand alignment.
Compensation
Base pay range: $89,000.00 – $148,300.00 (USD).
Location
Minneapolis, Minnesota, United States of America.
Equal Employment Opportunity Statement
M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws. M&T Bank Corporation has policies and procedures in place to promote a drug‑free workplace.