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Sr. Implementation Specialist - 3DK8T in Williamsville, NY at M&T Bank

Date Posted: 8/6/2018

Job Snapshot

Job Description

Title: Sr. Implementation Specialist


Act as the liaison between Treasury Management Consultant and Operations to service the maintenance needs of existing and prospective customers with a primary focus on Commercial Banking and complex setups. Ensure accuracy of Treasury Management (TM) service setup . Receive instructions from Treasury Management Consultant and clients and submit the resulting work order for the setup and maintenance of Treasury Management products and services.

Position Responsibilities:

• Prepare Treasury Management Work Orders using the Treasury Management Implementation Automation system (TMIA) and Technical Assistance Requests.

• Monitor and track implementation to avoid stalled or inactive implementations.

• Assist the TM Consultant with gathering additional details for the setup and maintenance of Treasury Management products, including but not limited to internal and external customer contact.

• Prepare and review TM agreements.

• Under TM Consultant direction: prepare, distribute, and collect customer legal agreements for clients’ signatures.

• Validate TM agreements for accuracy to include signature verification, and submit to Treasury Management Agreement Housing (TMAH) for processing.

• Coordinate and submit exception pricing for Commercial Banking and complex setups.

• Coordinate RM and Sales activities for required Tier II guidance lines for TM products through CLAS and Business Banking Loan Processing Center (LPC) approval.

• Ability to work with a high level of independence, under general supervision.

• Ability to independently research and resolve issues regarding implementation, escalate issues as appropriate.

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

Minimum Qualifications Required:

• Associate’s degree and a minimum of 3 year Treasury Management Customer Service or Onboarding experience or in lieu of a degree a combined minimum of 5 years higher education and/or work experience including 3 year Treasury Management Customer Service or Onboarding experience.

• We encourage candidates with relevant military experience to apply.

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.