1 день назад
ICS Relationship Manager II (Institutional Client Services)
62 200 - 103 600$
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
ICS Relationship Manager II (Institutional Client Services): Managing institutional client accounts and delivering account administration and relationship services with an accent on regulatory compliance, trust matters, billing, and risk controls. Focus on resolving complex client inquiries, completing account reviews, coordinating audit and compliance requirements, and identifying cross-selling opportunities.
Location: Buffalo, New York, United States; open to Buffalo and Wilmington.
Salary: $62,200–$103,600 annual (USD)
Company
M&T Bank provides banking and institutional client services.
What you will do
- Oversee assigned institutional client accounts and provide daily account administration and client service.
- Submit or approve client-directed activity accurately and on time.
- Respond to compliance reports, resolve outstanding matters, and complete annual account reviews.
- Act as a primary or secondary contact for clients, retirement plan participants, and pensioners, resolving basic and complex inquiries.
- Manage client communications concerning regulatory, legal, accounting, and trust matters, as well as billing and aged receivables.
- Partner with Client Development on cross-selling and growth opportunities while identifying and escalating risks.
Requirements
- Bachelor’s degree and at least 2 years of relevant experience, or a combined 6 years of higher education and work experience including at least 2 years of relevant experience.
- Strong proficiency with personal computers, word-processing software, and spreadsheet software.
- Detail orientation, excellent customer service, verbal, and written communication skills.
- Organizational, leadership, problem-solving, and decision-making skills.
- Ability to follow risk, regulatory, internal control, audit, and compliance standards.
Nice to have
- Bachelor’s degree in Finance or Business.
- At least 4 years of relevant experience.
- Retirement or trust administration experience.
Culture & Benefits
- Full-time employment.
- Team-based environment with a focus on quality, accuracy, and superior relationship management.
- Opportunity to guide less experienced personnel.
- Work environment aligned with belonging and the M&T Bank brand.
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