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Fiduciary Advisor - 3DGI8 in Buffalo, NY at M&T Bank

Date Posted: 2/19/2018

Job Snapshot

  • Employee Type:
  • Location:
    Buffalo, NY
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

Together, M&T Bank and Wilmington Trust, a part of M&T Bank Corporation, represent one of the country’s leading depository and lending franchises, a premier wealth advisory firm, and the partner of choice for corporate transactions and structures.  As one of strongest, most successful companies in the U.S financial services industry, M&T continues to grow, offering value to our shareholders and opportunity to qualified professionals.  M&T Bank Corporation is one of the 20 largest commercial bank holding companies headquartered in the United States. With over 17,000 employees and more than 700 branches, M&T serves more than two million consumer households and commercial clients.  
Fiduciary Advisor - Wilmington Trust Buffalo, NY  
Responsible for managing fiduciary client relationships. Responsible for assessing and managing risk; the appropriate exercise of fiduciary discretion and judgment; and adherence to policies and procedures related to account administrative activities. Acts as a key consultant to clients, developing and implementing solutions. Anticipates and identifies opportunities to create new relationships and expand existing relationships through cross selling of trust and other bank products.

-Relationship Management:
Manages fiduciary client relationships. Administers accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. May serves as the primary point of contact for the client or as a member of a dedicated team.
Implements policies and procedures related to fiduciary and account administrative matters. Monitors account openings, asset fundings, distributions and terminations.
Assumes responsibility for overall client satisfaction. Maintains comprehensive knowledge of, and coordinates the efforts of, appropriate bank resources to ensure timely delivery of quality service and expand client relationships.
Cultivates strong working relationships with clients and their advisors in order to develop a complete understanding of clients' needs. Effectively communicates client needs and concerns to pa rtners.
Adds value to relationships by solving exising issues, pro-actively anticipating issues and taking preventive action. Educates client on bank products and services, emerging issues, and regulatory/tax changes. Advises client or appropriate team member of applicable solutions.
Identifies new business prospects and expands current relationships by cross selling bank products and services and pa rticipates in the development of new solutions to client needs.
Participate in the coordination of client presentations, bringing in additional experts as needed.
Keeps abreast of current trends and changes in trusts and estates and tax and fiduciary law.
Complies with all bank policies and procedures.
-Interaction With Internal/External Partners:
Develop strong working relationships with administrative support areas, i.e. Tax, Legal, Operations, etc.
Acts as a fiduciary resource to Private Client Advisors, Financial Consultants and other internal partners.
Assists in new business development efforts with regional team and internal partners (e.g. Private Client Advisors, Financial Consultants, Investment Advisors, Relationship Managers, Private Bankers, Regional Insurance Coordinators, Centers of Influence, other business lines and support staff).
-Investment In Self:
Obtain professional designations such as CFP and CTFA and maintain designations through required continuing education.
Pursue degree programs, continuing education and training.
Particpates in community and civic activities in an active leadership role.
-Other Responsibilities:
Works effectively within a team environment, and reacts to change in a positive and productive manner.
Maintain positive working relationships.
Maintain highest levels of integrity and professionalism.

Ability to communicate internally with bank management and executives and externally with clients, their representatives, accounting firms, other investment brokers, attorneys, CPAs, and tax accountants, etc.

Bachelors' degree or equivalent training and/or work experience.
Minimum 1 year of experience independently administering fiduciary accounts or demonstrated fiduciary expertise, in a related capacity or as a part of a team, or related legal\\business experience in the financial industry.
Demonstrated strong oral, written and presentation communication skills.
Strong customer focus.
Demonstrated ability to attract, expand and retain client relationships including building a significant level of trust with clients.
Ability to work as a team member.
General computer knowledge.
Some travel may be required.

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.