ICS Relationship Manager III

M&T Bank Corporation; Wilmington (DE); On-site; USD 82,000 - 137,000; Full time

Benefits offered by this job

Paid volunteer time

Competitive benefits

Job summary

M&T Bank Corporation in Wilmington, DE, seeks a seasoned client services professional to manage institutional accounts and oversee day-to-day administration and relationship management.

You will mentor staff, collaborate with management and Client Development, and ensure high-quality service while controlling risk across a defined book of business.

Qualifications

• Strong leadership and mentoring abilities.
• Detail-oriented with excellent client service.
• Excellent verbal and written communication.
• Strong organizational and problem-solving skills.
• Ability to make decisions and manage priorities.

Responsibilities

• Approve activity for processing accurately per client directives.
• Respond to compliance reports and resolve outstanding matters.
• Oversee annual account reviews and ensure timely completion.
• Serve as primary/secondary contact for accounts and retirement plan participants.
• Identify opportunities to cross-sell and grow assigned clients.
• Mentor and guide junior staff in client processing tasks.
• Maintain client communications on regulatory and trust matters.
• Monitor and resolve aged receivables and client billing.

Skills

Leadership

Detail-oriented

Customer service

Communication skills

Organizational skills

Problem solving

Decision making

PC skills

Education

Bachelor’s Degree in Finance or Business

Minimum of 5 years’ relevant experience

Job description

Overview

Provides relationship management oversight of assigned institutional client accounts with an established or new book of business. Working in a team environment, provides account specific administration and client services to support the business, concentrating on quality and accuracy of daily work and superior relationship management, while minimizing risk. Works with management team and Client Development to grow the business. Provides guidance, mentoring and training to less experienced personnel.

Primary Responsibilities

• Approve activity for processing in a timely and accurate manner and based on client directives.
• Respond to and/or annotate compliance reports for assigned accounts or team; ensure proper action is taken to resolve outstanding matters.
• Oversee submission and approval of the team’s annual account reviews to ensure timely completion.
• Serve as primary/secondary contact for assigned/coverage team accounts as well as retirement plan participants and pensioners.
• Resolve complex matters and inquiries, adhering to established Division, client and alliance service standards.
• Provide guidance to less experienced personnel in resolving basic and complex matters as needed.
• Maintain client communications on regulatory, legal, accounting and trust matters.
• Oversee and complete team and individual client billing and resolve aged receivables for client accounts.
• Remain current on industry trends, the competitive environment and regulatory items.
• Partner with Client Development to look for cross-selling and growth opportunities with assigned clients.
• Identify automation and streamlining opportunities to increase efficiency in activities.
• Direct, mentor and/or monitor less experienced personnel on the client processing function.
• Participate in departmental projects and corporate initiatives as requested.
• 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 3 years’ relevant experience, or in lieu of a degree, a combined minimum of 7 years’ higher education and/or work experience, including a minimum of 3 years’ relevant experience
• Strong level of proficiency in use of personal computers and pertinent word processing and spreadsheet software
• Detail-oriented
• Excellent customer service skills
• Excellent verbal and written communication skills
• Strong organizational skills
• Strong leadership skills
• Strong problem-solving skills
• Strong decision-making skills

Education and Experience Preferred

• Bachelor’s Degree in Finance or Business
• Minimum of 5 years’ relevant experience
• Retirement or Trust administration experience

Location

Wilmington, Delaware, United States of America

Compensation

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $82,100.00 - $136,900.00 Annual (USD).

Benefits

• competitive benefits ranging from medical and retirement to forty hours of paid volunteer time each year.

Values & Culture

Our core values – integrity, ownership, collaboration, curiosity, and candor – drive the work we do.

We seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members.

Human Capital Report

View M&T’s Human Capital Report to learn more.

EEO 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.

Drug-free Workplace

M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.