Office of the Customer - Strategic Initiatives Lead (Hybrid)
About the role
thenwith overview text. Work Model & Office Locations: This is location info. Not a standard heading; maybe we can put under "About the role" or maybe "Schedule"? Not exactly. The instruction says only use those headings if content exists. Work model and locations could be considered "Schedule"? Not really. Could be omitted? But we need to preserve all substantive info. Could embed location info in a
under About the role or maybe a separate section like "Work Model & Office Locations" but not allowed headings. So we must incorporate into existing allowed headings. Perhaps we can put location info under "About the role" as part of description. Or we could create a "Schedule" section for hybrid work model? The schedule heading is for schedule info like full-time/part-time, shift. Not exactly. But we could treat "Work Model & Office Locations" as part of "About the role". We'll include that info in the About the role paragraph. Primary Responsibilities: list bullet points. Use
Responsibilities
then- each.
Education and Experience Required: list of qualifications/skills. Could be split into Requirements (education/experience) and Skills (soft skills). The instruction: Use headings for Requirements, Qualifications, Skills. We need to decide what goes where.
We have "Education and Experience Required:" then bullet list of items: Bachelor’s degree and a minimum of 5 years’ relevant work experience, or in lieu of a degree, a combined minimum of 9 years’ higher education and/or work experience, including a minimum of 5 years’ relevant work experience; Strong attention to detail; Strong ability to lead teams; Excellent project management skills; Strong analytical ability; Creative problem-solving skills; Excellent interpersonal skills necessary for business partner relationships within and outside the organization; Strong written and verbal communication skills; Ability to communicate professionally to management at many different levels; Self-motivated; Results-driven; Well-organized; Ability to handle multiple tasks and work under time constraints in support of various assignments; Proficient with Microsoft 365 and other Microsoft spreadsheet, database, d presentation software.
These are a mix of requirements (education/experience) and skills. We could separate: Requirements: education/experience. Skills: the rest (attention to detail, leadership, project management, analytical, problem solving, interpersonal, communication, self-motivated, results-driven, organized, multitasking, MS Office). Qualifications maybe similar to Requirements? The instruction says we can have Requirements, Qualifications, Skills. We need to avoid thin sections. Perhaps combine Requirements and Qualifications into one? But we need to follow headings only if content exists. We could put education/experience under "Requirements". Then put the skill list under "Skills". Omit "Qualifications" if not needed.
Education and Experience Preferred: list of preferred qualifications. Could go under "Qualifications" heading. That seems appropriate: Preferred qualifications.
Pay: The posting includes pay range: $89,600.00 - $149,300.00 Annual (USD). So we need a Pay section.
Schedule: Not explicitly given besides hybrid work model requiring onsite presence four days per week. That could be considered schedule info. Could put under Schedule heading: hybrid model, 4 days onsite. The posting says "Work Model & Office Locations: This role follows a hybrid work model, requiring onsite presence four days per week at one of M&T Bank’s regional offices." That's schedule info. So we can create Schedule section with that.
Benefits: Not mentioned. No benefits details. So we should not create Benefits section.
Now we need to ensure we don't include boilerplate like "M&T Bank is committed to fair, competitive, and market-informed pay..." That's part of pay description but we can keep the pay range sentence. The sentence about commitment could be considered boilerplate but it's part of pay description. Might keep it? The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The commitment statement is not exactly those but could be considered generic. However it's part of the pay description; we could keep it as it's substantive about pay philosophy. Safer to keep it? The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. The commitment statement is substantive about pay philosophy. I'd keep it.
Now we need to format.
We'll output:
About the role
Overview text + work model & locations.
Then Responsibilities. Then Requirements (education/experience required). Then Skills (list of abilities). Then Qualifications (preferred). Then Pay. Then Schedule. Make sure to not repeat job title. Let's extract overview text: "Overview: The Office of the Customer Strategy & Business Performance position serves as a strategic partner to senior leadership, providing competitive intelligence, performance management, executive reporting, financial oversight, and AI roadmap governance that enable informed decision-making and execution against organizational priorities. The successful candidate combines strategic thinking, strong analytical capabilities, financial acumen, and executive communication skills to establish disciplined operating routines, identify growth opportunities, guide AI-enabled transformation, and ensure leadership has a clear view of business performance and strategic progress. The ideal candidate is intellectually curious, highly organized, and comfortable operating in a fast-paced environment." Add work model & locations: "Work Model & Office Locations: This role follows a hybrid work model, requiring onsite presence four days per week at one of M&T Bank’s regional offices. Candidates must reside within a reasonable commuting distance to one of the following locations: 345 Main Street, Buffalo, NY; 115 Federal Street, Boston, MA; 1 Light Street, Baltimore, MD; 1350 I Street NW, Washington, DC; 1100 North Market Street, Wilmington, DE; 277 Park Avenue, New York, NY; 850 Main Street, Bridgeport, CT; 77 Pine Street, Burlington, VT." We'll combine into one paragraph. Now Responsibilities bullet points: Need to capture each bullet from "Primary Responsibilities:" list. List: - Competitive Intelligence & Market Benchmarking Research, compile, and synthesize market intelligence from internal and external sources to assess competitive positioning. - Maintain a structured approach for tracking competitive strengths, risks, and opportunities. - Develop executive-ready recommendations that inform strategic priorities and investment decisions. - Performance Management & Scorecards Partner across Enterprise Platforms and the Office of the Customer to develop, maintain, and enhance performance scorecards and key performance indicators. - Monitor performance against established goals and strategic objectives. - Support quarterly and annual planning processes through performance measurement and reporting. - Business Review Leadership Own and lead the monthly business review process across EP. - Establish rigor, consistency, and governance around business review content, metrics, and presentation standards. - Coordinate inputs from cross-functional teams to ensure accurate and timely reporting. - Prepare executive-level materials that clearly communicate performance, progress against goals, key initiatives, and emerging issues. - Drive accountability by tracking commitments, action items, and follow-up activities. - AI Strategy, Governance & Performance Management Partner with leaders across the Office of the Customer to establish, maintain, and evolve the organization's AI roadmap, ensuring alignment to business priorities and enterprise strategy. - Lead prioritization AI use cases that improve customer experience, employee productivity, decision-making, and operational efficiency. - Develop and socialize a clear AI vision, roadmap, and implementation plan across stakeholder groups. - Establish key performance indicators, adoption metrics, and value realization measures to assess the effectiveness and business impact of AI investments. - Monitor progress against roadmap commitments and performance targets, regularly communicating outcomes, risks, opportunities, and recommendations to senior leadership. - Support executive reporting, business reviews, and strategic planning processes by incorporating AI progress, outcomes, and emerging capabilities into leadership discussions. - Other 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. We need to ensure each bullet is a - . Some bullets have multiple sentences; keep as is. Now Requirements (education/experience required): list items: - Bachelor’s degree and a minimum of 5 years’ relevant work experience, or in lieu of a degree, a combined minimum of 9 years’ higher education and/or work experience, including a minimum of 5 years’ relevant work experience - Strong attention to detail - Strong ability to lead teams - Excellent project management skills - Strong analytical ability - Creative problem-solving skills - Excellent interpersonal skills necessary for business partner relationships within and outside the organization - Strong written and verbal communication skills - Ability to communicate professionally to management at many different levels - Self-motivated - Results-driven - Well-organized - Ability to handle multiple tasks and work under time constraints in support of various assignments - Proficient with Microsoft 365 and other Microsoft spreadsheet, database, d presentation software But we decided to separate skills. So Requirements will contain only education/experience: Bachelor’s degree and a minimum of 5 years’ relevant work experience, or in lieu of a degree, a combined minimum of 9 years’ higher education and/or work experience, including a minimum of 5 years’ relevant work experience. Maybe also include "Bachelor’s degree and a minimum of 5 years’ relevant work experience, or in lieu of a degree, a combined minimum of 9 years’ higher education and/or work experience, including a minimum of 5 years’ relevant work experience". That's it. Now Skills: list the rest. - Strong attention to detail - Strong ability to lead teams - Excellent project management skills - Strong analytical ability - Creative problem-solving skills - Excellent interpersonal skills necessary for business partner relationships within and outside the organization - Strong written and verbal communication skills - Ability to communicate professionally to management at many different levels - Self-motivated - Results-driven - Well-organized - Ability to handle multiple tasks and work under time constraints in support of various assignments - Proficient with Microsoft 365 and other Microsoft spreadsheet, database, d presentation software Now Qualifications (preferred): list: - Bachelors’ degree in Finance, Economics, Math, Accounting, Engineering, or Business Administration; Master’s degree in Business Administration (MBA) or advanced degree - Minimum of 6 years’ relevant work experience in banking/financial services or consulting industries - Six Sigma, Lean or Process Improvement, or project management-related education - Experience with SQL, programming and statistical software - Experience with financial, regulatory and/or process analysis, and technical writing - Curious and innovative Now Pay: include the statement: "M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $89,600.00 - $149,300.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation." We could keep both sentences. Now Schedule: hybrid work model, requiring onsite presence four days per week at one of M&T Bank’s regional offices. Candidates must reside within a reasonable commuting distance to one of the following locations: list. We'll put that in Schedule section. Now ensure we don't duplicate location list elsewhere. We already included location list in About the role? We said we would include work model & locations in About the role. But then Schedule also includes location list. That