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GCM Relationship Mgr II - 3DKPJ in Costa Mesa, CA at M&T Bank

Date Posted: 8/30/2018

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Job Description

Relationship Manager II

Global Capital Markets

Wilmington Trust

Costa Mesa, California


Responsible for client relationship management and daily administration of assigned Global Capital Markets (GCM) accounts of varying complexity and importance, including all administrative, operational and risk management activities for GCM transactions. 

Serves as main point of contact with the client and their internal and external service partners to achieve sustainable earnings growth and compliance with Bank and Division strategic plans.   


Responsible for the day to day administration of assigned transactions, including delivering exceptional service to clients. Work with internal partners as appropriate.


Monitor relevant administrative and operational systems/databases and activity related to account of moderate to significant intricacy, complexity and level of risk, to ensure accounts are setup and operating within established policies, procedures and guideline.


Review, analyze and provide comments to counsel related to the negotiation and drafting of operative documents and agreements for assigned accounts. Work with external parties, including but not limited to attorneys, financial advisors, interested parties and alliance/service partners, to structure and close GCM transactions in a timely manner. 


Coordinate activities related to monitoring risks and ensuring regulatory compliance for assigned accounts with Legal, Risk, Compliance and/or Audit as required.


Research and resolve issues related to control and client service aspects of assigned accounts in a timely manner to maintain customer satisfactions, working with appropriate internal and external resources as required.


Work with external parties, including but not limited to attorneys, financial advisors, interested parties and alliance/service partners, to structure and close GCM transactions in a timely manner.


Complete various account administration activities of moderate to significant intricacy, complexity and risk including, timely cash flow execution and fee billing, internal and external reporting and tickler processing. 


Participate, along with GCM Sales, in sales calls to current and prospective clients, either in-person or over the phone and prepare fee proposals to support new business opportunities. Evaluate Fees for suitability and conformance with fee schedules. Partner with Fee Billing to monitor and timely collect aged receivables.


Manage relationships, cultivating current and prospective clients and referral sources to uncover opportunities and potential sources of new business including representing GCM at transaction closings, attending and chairing client meetings and presentations and preparing relevant documentation to support the attractions, retention and expansion of client relationships.


Identify areas, based on transaction knowledge and fees charged, where revenues can be increased by charging additional fees when services change; advise management of these opportunities. Implement approved fee increases, fee discounts and waivers as identified or instructed and per established controls and procedure.


Represent GCM at transaction closings, attend and chair client meetings and presentations and prepare related relevant documentation to support the attraction, retention and expansion of client relationships. Represent GCM and/or lead departmental projects and corporate initiative on a periodic basis.


Assist management with the development and operation of business products and processes.


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.

May supervise and/or mentor less experience associates.


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.


Provide coverage and support for other Relationship Mangers within assigned Section/Unit as required by absence.


Complete other related duties as assigned.


Minimum Qualifications:

Bachelor's degree and a minimum of 2 years’ client service experience in Global Capital Markets products or markets, or in lieu of a degree, a combined minimum of 6 years’ higher education and/or work experience, including a minimum of 2 years’ client service experience in Global Capital Markets products or markets.  High level of proficiency with personal computers as well as pertinent software. Prior experience with reading, analyzing and interpreting legal documents. Prior experience with calculating amounts such as discounts, interest, commissions and percentages. Familiarity with corporate structures, relevant laws and regulations/ Proven problem-solving skills. Strong verbal and written communication skills. Strong analytical skills.


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.


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