Global Capital Markets Relationship Manager II - Project Finance

M&T Bank; Wilmington (DE); On-site; USD 89,000 - 148,000; Full time

Job summary

M&T Bank in Wilmington, Delaware seeks a Relationship Manager for Global Capital Markets accounts to manage client relationships, coordinate account administration, and ensure internal controls and risk management are met while delivering exceptional service.

The role requires a Bachelor’s degree (or 6 years combined education/work) with 2 years’ client service in GCM, plus strong communication, analytical, and problem-solving skills. Experience with legal documents is a plus.

Qualifications

• Bachelor’s degree or equivalent with 2 years client service in Global Capital Markets products/markets.
• Experience reading, analyzing and interpreting legal documents.
• Strong verbal and written communication skills.
• Proficiency with PCs and pertinent software.
• Familiarity with corporate structures, laws and regulations.
• Proven problem-solving skills.
• Strong analytical skills.

Responsibilities

• Monitor administrative systems and accounts to ensure policy compliance and risk controls.
• Review and comment on operative documents for assigned accounts.
• Coordinate with Legal, Risk, Compliance and Audit on regulatory requirements.
• Resolve issues related to control and client service promptly.
• Engage external parties to structure and close GCM transactions.
• Process cash flows, fee billing, reporting and tickler activities.
• Participate in client calls, prepare fee proposals and monitor receivables.
• Grow relationships with current and prospective clients and refer sources of business.
• Identify opportunities to increase revenues; implement approved fee changes."
• Provide coverage for other Relationship Managers as needed.
• Lead departmental projects or corporate initiatives periodically.
• Assist management with development of products and processes.
• May supervise/mentor junior staff.
• Adhere to risk and regulatory standards and raise issues as needed.

Skills

Client service

Communication

Analytical skills

Problem-solving

Education

Bachelor’s degree

CCTS certification

Combined 6 years of education/work

Job description

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 $89,000.00 - $148,300.00 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