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CBO Liaison I - 3DI8B in Buffalo, NY at M&T Bank

Date Posted: 4/30/2018

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    Buffalo, NY
  • Job Type:
    Banking
  • Experience:
    Not Specified
  • Date Posted:
    4/30/2018
  • Job ID:
    3DI8B

Job Description

FUNCTION:
Incumbent will be responsible for overseeing an assigned subset of branches (150 to 200) in the M&T Network as CBO’s direct liaison to Branch Management, the Retail Regional Operations Managers, Coordinators, Security Officers and Human Resource Officers the CBO department supports.  They will also focus on assisting these groups by monitoring reconciliation and exception data gathered in CBO reconciliation system to identify potential trends, procedural issues and ultimately assist with investigations relative to external and internal fraud. 

Focused on providing support for the purpose of loss control specific to various financial differences (loan and deposit) that occur throughout the transaction processing cycle.  Actively support assigned branches and CBO staff members to coordinate the resolution of differences between CBO and other reconciliation and exception departments in the bank to resolve exceptions and mitigate loss to the bank.  Conduct analysis and create reporting and presentations to business partners to propose improvements to existing processes or mitigate risk around the development of new processes.  

POSITION RESPONSIBILITIES:
Represent department in regularly scheduled Retail Regional Operations meetings to provide and obtain feedback on reconciliation and branch operations procedures and issues.  Reviews branch bulletins, communications and retail operations changes for reconciliation impacts.  Create ad-hoc reporting based on client requests from the ERS application.
Ensure timely resolution of all reconciliation and branch exceptions escalated to CBO.  Perform review and approval for all branch losses related to a specific group of branches.  Enter all loss events in to the Enterprise Risk Management Database.  Perform analysis on reconciliation data to identify training opportunities or operational process improvements to reduce branch exceptions.  Present your finding to Retail Operations Management and Central Operations Management. 
Perform investigative research to support Regional Operations Management, Security Officers and Human Resource Representatives escalating trends in data or suspicious activity.
Act as liaison between co-workers, management and business partners.  Effectively communicating with departments and branches to resolve issues and affect change.  Inform branches of outstanding high risk issues daily.
Promptly respond to requests for information and answer email/voicemail in a timely fashion.  Maintain service commitment standards.  Required to follow through on research request that come in to CBO, work with CBO personnel to ensure outstanding customer issues are brought to resolution within established Service Levels.  As required travel to Regional Teller in Charge meetings to present information regarding exception trends.
Assist CBO management with staff development and employee engagement by serving in a mentoring capacity.  Provide monitoring and coaching feedback to assigned portfolio of Research and Accounting Analysts.
Recognizes opportunities for change and efficiencies by analyzing, tracking, researching branch errors and differences to minimize loss to the bank.  Makes suggestions to management
Perform other operational tasks and assignments as requested by management in support of branch operations.
Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
Promote an environment that supports diversity 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.

NATURE AND SCOPE:
In depth knowledge of branch operations, policies and procedures, as well as back office transaction processing and workflow.  Must also understand the impacts and relationships between them.

Ability to analyze difficult situations quickly, articulate ideas and develop alternative recommendations to resolve.

Ability to complete tasks with little to no supervision and motivate and provide guidance to team members to complete tasks.

MANAGERIAL/SUPERVISORY RESPONSIBILITY:
Not Applicable.

MINIMUM QUALIFICATIONS REQUIRED:
Associate’s degree plus 3 years’ branch or banking operations experience, inclusive of 1 year branch reconcilement experience, or in lieu of a degree, a combined 5 years’ higher education and/or work experience, including a minimum of 3 years’ branch or banking operations experience, inclusive of 1 year branch reconcilement experience.
Proficient with personal computer including word processing and spreadsheet software.
Knowledge of credit/debit equality and accounting principles.
Ability to communicate effectively (written and verbal).
Knowledge of teller transaction processing.
Problem solving and analytical ability.
Self-motivated, well-organized individual.
Time management and prioritization skills.
Ability to work under critical time constraints.
Ability to interact with all levels of employees within the organization.

IDEAL QUALIFICATIONS PREFERRED:
Bachelor’s degree.
Thorough knowledge of bank processing systems with ability to navigate easily.
Knowledge of branch procedures to include security, audits and internal controls.
Ability and expertise to assist other CBO team members with more difficult research and reconcilement activity.
Ability to mentor and train CBO team members on daily requirements and responsibilities.


ABOUT M&T
At M&T, we strive to be the best place our employees ever work, the best bank our customers ever do business with and the best investment our shareholders ever make. So when looking to advance your career, look to M&T. As a top 20 US bank holding company and one of the best performing regional banks in the country, we offer a wide range of performance based career development opportunities for talented professionals. And through our longstanding tradition of careful, conservative and consistent management and a strong commitment to the communities we serve, we continue to grow with a focus on the future.
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer.
M&T Bank Corporation does not sponsor individuals for the purpose of obtaining H-1 Visas.
M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.