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Treasury Management Liaison I - 3DGVB in Williamsville, NY at M&T Bank

Date Posted: 2/1/2018

Job Snapshot

Job Description

Title: Treasury Management Liaison I
Basic Function: • Provide sales support to the Treasury Management Consultant and service the maintenance needs of existing and prospective customers with a primary focus on Business Banking.
• Ensure accuracy of Treasury Management (TM) service setup and pricing in conjunction with the Treasury Management Implementation team.
• 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.
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 requests for Business Banking.
• 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.
• Perform other duties and assignments as requested by management.
Minimum Qualifications Required: • Associates degree, or in lieu of a degree a minimum of two (2) years work experience
• A minimum of three (3) years customer service experience.
• Strong analytical, results-focused process design and prioritization skills.
• Excellent verbal and written communication skills, with the ability to interact professionally and diplomatically with many different levels (peers, business partners, management).
• Ability to work in a fast-paced, high-energy environment, with strong attention to accuracy and detail.
Ideal Qualifications Preferred:
• A minimum two (2) years of banking experience preferred.
• Proficiency with personal computers as well as pertinent software packages.
• Leadership and task, time, and project management ability.
• Sound understanding of risk controls and procedures; knowledge of company policies.
• 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.