ICS Relationship Manager III

Primary Responsibilities

• Approve activity for processing in a timely and accurate manner and based on client directives.
• Respond to and/or annotate compliance reports for assigned accounts or team; ensure proper action is taken to resolve outstanding matters.
• Oversee submission and approval of the team’s annual account reviews to ensure timely completion.
• Serve as primary/secondary contact for assigned/coverage team accounts as well as retirement plan participants and pensioners.
• Resolve complex matters and inquiries, adhering to established Division, client and alliance service standards.
• Provide guidance to less experienced personnel in resolving basic and complex matters as needed.
• Maintain client communications on regulatory, legal, accounting and trust matters.
• Oversee and complete team and individual client billing and resolve aged receivables for client accounts.
• Remain current on industry trends, the competitive environment and regulatory items.
• Partner with Client Development to look for cross-selling and growth opportunities with assigned clients.
• Identify automation and streamlining opportunities to increase efficiency in activities.
• Direct, mentor and/or monitor less experienced personnel on the client processing function.
• Participate in departmental projects and corporate initiatives as requested.

Requirements

• 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.

Qualifications

• 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.

Skills

• 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.

Benefits

• Retirement or Trust administration experience
• Bachelor’s Degree in Finance or Business
• Minimum Of 5 Years’ Relevant Experience

Pay

The pay range for this position is $82,100.00 - $136,900.00 Annual (USD).