Institutional Relationship Manager II - Client Growth

M&T Bank Corporation

Buffalo (NY)

On-site

USD 62,000 - 104,000

Full time

7 days ago
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Job summary

M&T Bank Corporation in Buffalo, NY is seeking a skilled relationship management professional to oversee an institutional client book, provide account administration and high-quality client services, and guide less experienced staff.

The role emphasizes accuracy, risk awareness, and proactive client communications, with responsibilities spanning billing, compliance, and collaboration with client development for cross-sell opportunities. Strong leadership and problem-solving are valued.

Qualifications

  • Bachelor's degree with at least 2 years of relevant experience, or 6 years combined education/experience.
  • Strong PC skills and proficiency with word processing and spreadsheets.
  • Detail-oriented with excellent customer service and communication.

Responsibilities

  • Submit and/or 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; resolve related outstanding matters as directed.
  • Submit and/or approve annual account reviews for assigned accounts or in a timely manner as requested.
  • Serve as primary/secondary contact for assigned/coverage team accounts as well as retirement plan participants and pensioners.
  • Resolve basic and complex matters and inquiries, adhering to established Division, client and alliance service standards.
  • Maintain client communications on regulatory, legal, accounting and trust matters.
  • Complete client billing and resolve aged receivables for client accounts.
  • Identify risk-related issues needing escalation to management.
  • Promote an environment that supports belonging and reflects the M&T Bank brand.
  • Maintain internal control standards and address audit/regulator findings as applicable.

Skills

PC proficiency
Customer service
Communication
Organization
Leadership
Problem solving
Decision making

Education

Bachelor's degree
Finance or Business degree (preferred)

Job description

M&T Bank Corporation in Buffalo, NY is seeking a skilled relationship management professional to oversee an institutional client book, provide account administration and high-quality client services, and guide less experienced staff.

The role emphasizes accuracy, risk awareness, and proactive client communications, with responsibilities spanning billing, compliance, and collaboration with client development for cross-sell opportunities. Strong leadership and problem-solving are valued.

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