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6 дней назад

ICS Relationship Manager II (Finance)

62 200 - 103 600$
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
ICS Relationship Manager II (Finance): Managing institutional client accounts and delivering accurate account administration and client services with an accent on regulatory compliance, risk control, billing, and retirement or trust administration. Focus on resolving complex client inquiries, coordinating annual reviews and processing activities, maintaining regulatory communications, and guiding less experienced personnel.

Location: Buffalo, New York, United States of America

Salary: $62,200–$103,600 annual (USD)

Company

M&T Bank provides banking and financial services, including institutional account and relationship management.

What you will do

  • Oversee assigned institutional client accounts and provide account-specific administration and client services.
  • Submit or approve account activity, annual reviews, compliance reports, and other processing requests accurately and on time.
  • Act as a primary or secondary contact for clients, retirement plan participants, and pensioners, resolving basic and complex inquiries.
  • Maintain communications regarding regulatory, legal, accounting, and trust matters.
  • Complete client billing, resolve aged receivables, and identify cross-selling and growth opportunities with Client Development.
  • Monitor risk and regulatory requirements, escalate issues, maintain internal controls, and guide less experienced personnel.

Requirements

  • Bachelor’s degree and at least 2 years of relevant experience, or a combined minimum of 6 years of higher education and/or work experience including at least 2 years of relevant experience.
  • Strong proficiency with personal computers, word-processing software, and spreadsheet software.
  • Detail orientation, strong organization, decision-making, problem-solving, and leadership skills.
  • Excellent customer service, verbal communication, and written communication skills.

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 with market-informed compensation.
  • Work supports belonging and reflects the M&T Bank brand.
  • Responsibilities include adherence to risk, regulatory, audit, and internal control standards.

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