ICS Relationship Manager I
M&T Bank is a financial institution that provides various banking services, and they are seeking an ICS Relationship Manager I to oversee institutional client accounts. The role involves relationship management, client service tasks, and ensuring compliance with regulatory standards while promoting a supportive work environment.
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
Skills
- Bachelor's degree and a minimum of 1 year relevant experience
- 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
- Bachelor's degree in Finance or Business
- Minimum of 2 years' relevant experience
- Retirement or Trust administration experience
Company Overview