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

Date Posted: 5/7/2018

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.


• 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.