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Institutional Custody Relationship Manager I - 3DKNU in Baltimore, MD at M&T Bank

Date Posted: 9/5/2018

Job Snapshot

Job Description

Institutional Custody Relationship Manager l
Baltimore, MD
Function:
Provides relationship management oversight of assigned institutional client accounts.  Working in a team environment, provides account specific administration support and client service tasks to support the business, concentrating on quality and accuracy of daily work and superior relationship management, while minimizing risk.
Responsibilities:
Submit activity for processing in a timely and accurate manner and based on client directives.
Respond to and/or annotate compliance reports as directed by more experienced Relationship Managers.
Submit annual account reviews for assigned accounts in a timely manner or as directed.
Serve as primary/secondary contact for assigned/coverage team accounts as well as retirement plan participants and pensioners.  Resolve basic matters and inquiries, adhering to established Division, client and alliance service standards.
Maintain client communications on regulatory, legal, accounting and trust matters.
Complete client billing and resolve aged receivables for client accounts; work with more experienced Relationship Managers as needed.
Remain current on industry trends and regulatory items.
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 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. 
Required Qualifications:
Bachelor's degree and a minimum of 1 year relevant experience, or in lieu of a degree, a combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 year relevant experience
Strong level of proficiency in use of personal computers and pertinent word processing and spreadsheet software
Knowledge of balance sheets and income statements
Detail-oriented
Excellent customer service skills
Excellent verbal and written communication skills
Proven organizational skills
Proven problem-solving skills
Strong decision-making skills
Preferred Qualifications:
Bachelor’s degree in Finance or Business
Minimum of 2 years’ relevant experience
Retirement or Trust administration experience
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.