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Relationship Liaison II - 3DI4X in Williamsville, NY at M&T Bank

Date Posted: 7/19/2018

Job Snapshot

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Job Description

Title: Relationship Liaison II

Basic Function:

Provide customer support by servicing the needs of existing and prospective customers, ensuring smooth delivery of superior customer service.


• Assists with the administration of credit and non-credit products and services through the resolution of operational problems.

• May perform any or all of the following duties.

• Act in a liaison capacity between the customer and the business banker or relationship manager, responding to questions and resolving problems.

• Interact on a daily basis with all operational areas of the bank in order to review, research and correct operational and accounting customer problems.

• Open new accounts, process wire transfers and prepare daily lending and payment documentation on business banking loans.

• Handle and process all account maintenance.

• Review and approve overdrafts up to established limit.

• Research and resolve overdraft with customer.

• Process loan documentation on newly approved and closed loans.

• Disburse proceeds according to instructions.

• Review various reports for variances.

• Tabulate information and prepare reports tracking deposit, loan, fee, and referral volumes with department.

• Cross sell and refer potential sales to appropriate Commercial Sales Team member.

• May accompany Commercial Sales Team member on loan closings.

• Keep up to date of product lines, internal policies and procedures, and external regulations that may impact assigned area.

• Perform other duties and assignments as requested by management.

• The incumbent is responsible for performing all follow-up and backup work required to support relationship managers with day to day customer service.

• This allows Commercial Sales Team members to focus on generating sales and not the administrative responsibilities.

• The incumbent must possess the ability to initiate independent action, using skill and judgment in identifying and resolving problems and anticipating customer needs.

Minimum Qualifications Required:

• Associates degree, or in lieu of a degree a minimum of two (2) years work experience

• A minimum of three years customer service experience.

• Proficient personal computer skills, including Microsoft Word and Excel.

Ideal Qualifications Preferred:

• A minimum two years business banking, commercial lending, or related experience.

• Knowledge of bank policies, procedures, and banking regulations are required.

• Knowledge of courthouse and state filings.

• Knowledge of financial statements and loan documentation.

• Ability to work as a team member.

• Excellent customer service skills with the ability to use tact and diplomacy.

• We encourage candidates with relevant military experience to apply.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.