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Treasury Management Liaison II - 3DGMK in Williamsville, NY at M&T Bank

Date Posted: 1/22/2018

Job Snapshot

Job Description

Title: Treasury Management Liaison II
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 more complex businesses. 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. This role will have a larger focus on more complex lines of business, i.e. Commercial, Government, and Financial Institutions and will require a much greater knowledge of transmissions, systems and documentation.
Responsibilities: • Prepare TM 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 all assigned businesses, specifically Commercial and 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, requiring little or no supervision, except in extremely unusual circumstances.
• Ability to independently research and resolve complex issues regarding implementation.
• Provide leadership and training to support groups within the division.
• Develop an in depth understanding of product line specific to business line supported.
• Keep abreast of internal policies and procedures, and external regulations that may impact assigned area.
• Perform other duties and assignments as requested by management.
Minimum Qualifications Required: • Bachelors degree, or in lieu of a degree a minimum of four (4) years work experience
• A minimum of three (3) years customer service experience.
• Strong analytical, results-focused process design and prioritization skills.
• Leadership and task, time, and project management ability.
• 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: • Minimum four (4) years of Commercial Banking or similar relevant experience.
• Sound understanding of risk controls and procedures; knowledge of company policies.
• Leadership experience in a team environment.
• 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.