Overview:

Responsible for end-to-end implementation and fulfillment of Treasury Management (TM) Services utilizing various systems. Work closely with clients and business partners as required. Client facing role.  

Primary Responsibilities:

• Ownership of TM Service request set ups received from TM Sales representatives and/or clients.

• Proficiency in TM Implementation and TM Fulfillment processes and procedures. 

• Receive information from Treasury Management Sales. Conduct research for requests and respond to internal business partners, as needed. 

• Ensure accuracy of Treasury Management service setup.  

• Prepare, distribute, validate, and collect legal agreements and client signatures. 

• Monitor TM Now work queue and assigned orders to avoid stalled or inactive requests.  

• Ability to independently research and resolve issues regarding implementation and fulfillment, escalate issues as appropriate.  

• Attend regularly scheduled departmental training calls to maintain current knowledge of procedures, regulatory updates, and Treasury Management services. Assist other staff members with understanding what has been communicated. 

• Ability to work under time constraints and handle multiple tasks in support of various assignments and bring to resolutions within established service level agreements. 

• Ability to utilize bank systems effectively to process and track set ups accurately. 

• Must provide exceptional support to all customers, both internal and external. 

• Establish and maintain strong relationships with internal business partners. Communicate and collaborate effectively with other departments in the Bank and work as a team player to create a positive team environment. 

• Resolve customer issues and concerns efficiently and professionally by applying knowledge of products, services, applications, policies, and procedures. 

• Professional and clear written/verbal communication skills and attention to detail are necessary to deliver high quality service, while ensuring accuracy and timely completion. 

• 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 diversity 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 or Associates degree and a minimum of 3 years of work experience in Financial/Banking, Customer Service, or related industry.

• In lieu of a degree, a combined minimum of 5 years higher education and/or work experience

• Excellent attention to detail. 

• Excellent verbal and written communication skills. 

• Ability to take initiative to work independently and as a team member. 

• Self-motivated, well-organized individual. 

• Strong interpersonal skills necessary for business partner relationships within and outside organization. 

• Ability to work in a team environment. 

• Ability to work in multiple system applications. 

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M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $26.00 - $43.34 Hourly (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