ICS Relationship Manager III

mtb; Wilmington (DE); On-site; USD 82,000 - 137,000; Full time

Job summary

M&T Bank in Wilmington, DE seeks an experienced relationship manager to oversee institutional client accounts and provide high-quality client services. You will work with management to grow the business, mentor staff, and ensure risk and regulatory standards are met.

Key duties include approving processing activities, handling compliance reports, coordinating annual reviews, and serving as a primary contact for accounts and plan participants. Strong communication and leadership are essential.

Qualifications

• 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 3 years' relevant experience.
• Strong proficiency with personal computers and word processing/spreadsheet software.
• Detail-oriented with excellent customer service, verbal and written communication, and organizational skills.
• Demonstrated leadership, problem-solving and decision-making abilities.

Responsibilities

• Approve activity for processing in a timely and accurate manner based on client directives.
• Respond to and annotate compliance reports for assigned accounts; resolve outstanding matters.
• Oversee submission and approval of annual account reviews to ensure timely completion.
• Serve as primary/secondary contact for assigned accounts and retirement plan participants; resolve complex matters.
• Maintain client communications on regulatory, legal, accounting and trust matters.
• Oversee client billing and resolve aged receivables.
• Identify automation and efficiency improvements.
• Mentor and train less experienced personnel as needed.
• Ensure adherence to risk and regulatory standards and participate in projects.

Skills

Customer service

Communication

Leadership

Detail-oriented

Organizational skills

Problem solving

Decision making

PC proficiency

Education

Bachelor's degree in Finance or Business

Tools

Word processing

Spreadsheet software

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

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). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.

Location:

Wilmington, Delaware, United States of America