Institutional Client Relationship Associate

M&T Bank; Buffalo (NY); On-site; USD 54,000 - 90,000; Full time

Job summary

M&T Bank is seeking a relationship management professional to oversee assigned institutional client accounts in Buffalo, NY. You will provide account administration, client service, and timely processing of directives within a team, focusing on accuracy and risk control.

The role requires a Bachelor's degree (or equivalent experience) and strong communication, organizational, and problem-solving skills. You will handle billing, compliance reviews, and act as the primary contact for accounts

Qualifications

• Bachelor's degree and a minimum of 1 year relevant experience, OR a combined minimum of 5 years’ higher education and/or work 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
• Proven organizational skills
• Proven problem-solving skills
• Strong decision-making skills

Responsibilities

• Submit activity for processing in a timely and accurate manner based on client directives
• Respond to and/or annotate compliance reports as directed by more experienced Relationship Managers
• Submit annual account reviews for assigned accounts in a timely manner
• Serve as primary/secondary contact for assigned/coverage team accounts as well as retirement plan participants and pensioners
• Maintain client communications on regulatory, legal, accounting and trust matters
• Complete client billing and resolve aged receivables for client accounts; work with more experienced Relationship Managers as needed
• Remain current on industry trends and regulatory items
• Understand and adhere to the Company’s risk and regulatory standards, policies and controls
• 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

Skills

Customer service

Communication

Attention to detail

Problem solving

Decision making

Education

Bachelor's degree

Combined higher education/work experience

Job description

M&T Bank is seeking a relationship management professional to oversee assigned institutional client accounts in Buffalo, NY. You will provide account administration, client service, and timely processing of directives within a team, focusing on accuracy and risk control.

The role requires a Bachelor's degree (or equivalent experience) and strong communication, organizational, and problem-solving skills. You will handle billing, compliance reviews, and act as the primary contact for accounts