Among securities, commodities, and financial services sales agents, AI is already used for a large share of the tasks. Measured exposure for securities, commodities, and financial services sales agents: 44% (high).

Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.

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About the job

Overview:

Provides relationship management oversight of assigned institutional client accounts. Working in a team environment, provides account specific administration support and client service tasks to support the business, concentrating on quality and accuracy of daily work and superior relationship management, while minimizing risk.

Primary Responsibilities:

Submit activity for processing in a timely and accurate manner and 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 or as directed.

Serve as primary/secondary contact for assigned/coverage team accounts as well as retirement plan participants and pensioners. Resolve basic 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; 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 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 1 year relevant experience,

OR in lieu of a degree,

A combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 year 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

Proven organizational skills

Proven problem-solving skills

Strong decision-making skills

Education and Experience Preferred:

Bachelor’s degree in Finance or Business

Minimum of 2 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 $54,100.00 - $90,100.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location Buffalo, New York, United States of America