Strategic Global Capital Markets Relationship Manager

M&T Bank Corporation; Costa Mesa (CA); On-site; USD 94,000 - 156,000; Full time

Job summary

M&T Bank Corporation in Costa Mesa, California, is seeking a relationship-focused professional to manage Global Capital Markets accounts, handle daily administration, and collaborate with legal, risk, and compliance teams. You will support client service, fee billing, and transaction structuring, ensuring accurate reporting and timely cash flows.

Responsibilities include reviewing legal documents, monitoring risk, coordinating with external partners, and contributing to revenue opportunities

Qualifications

• 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

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.

Skills

Verbal and written communication

Analytical skills

Problem-solving

Client service

Education

Bachelor's degree + 2 years client service in GCM

Tools

General software proficiency

Job description

M&T Bank Corporation in Costa Mesa, California, is seeking a relationship-focused professional to manage Global Capital Markets accounts, handle daily administration, and collaborate with legal, risk, and compliance teams. You will support client service, fee billing, and transaction structuring, ensuring accurate reporting and timely cash flows.

Responsibilities include reviewing legal documents, monitoring risk, coordinating with external partners, and contributing to revenue opportunities