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Trust Operations Supervisor - 3DIBF in Williamsville, NY at M&T Bank

Date Posted: 5/14/2018

Job Snapshot

Job Description

Supervises the daily departmental workflow of assigned specialized Trust Operations unit (usually 5 – 10 employees), which may include exempt staff.  Exercises supervisory authority over staff.

Supervise and coordinate daily activities within specialized Trust Operations unit to meet departmental objectives.  Functions supervised include account reconciliations, security management and/or review of management reporting to identify trends and resolve discovered issues.
Provide technical, functional and operational expertise in department work policies and procedures.
Provide leadership, guidance and feedback to staff, as well as training, ensure the implementation of department goals through assigned staff.
Exercise the authority as a supervisor concerning scheduling, salary recommendations, candidate interviews/hiring, corrective action/termination, performance appraisals and promotions in coordination with management.
May facilitate process innovation and/or special projects assigned by manager.
Responsible for performing tasks in a manner that are compliant with applicable laws and regulations and/or that serve to help the company be in compliance with laws and regulations that apply to the business line the position supports.
Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
Promote an environment that supports diversity and reflects the M&T Bank brand.
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Complete other related duties as assigned.

The incumbent is responsible for the supervision of an assigned Trust Operations unit, usually of 5 – 10 employees, which can include both non-exempt and exempt staff.
The incumbent must use independent judgment and discretion in the day-to-day supervision of assigned unit.
Works under moderate supervision.
Interacts with internal contacts within other Bank departments as well as external contacts with bank examiners, auditors, fund companies, brokers and advisors to resolve problems and answer questions.

Supervise a team of Trust Operations personnel.
Contribute to the development of staff to aid them in completing their regular duties and responsibilities.
Develop and promote strong capabilities in research and resolution, documentation and data verification.

  • Bachelor's degree in Accounting, Finance or Business and a minimum of 4 years accounting/finance experience or in lieu of a degree a combined minimum of 8 years higher education and/or work experience including a minimum of 4 years proven accounting/finance experience
  • Minimum of two years' proven trust experience
  • General knowledge of personal computers and applicable software programs
  • Demonstrates work leadership ability
  • Excellent verbal and written communication skills
  • Ability to interact with all levels of personnel
  • Strong organizational skills and the ability to multitask in order to meet extremely busy processing demands, while providing excellent communication and customer service simultaneously
  • Team player, willing to assist other group members, staff and management

  • MBA and prior retirement service operations supervisory experience
  • Background or experience in Trust or Finance
  • Strong Microsoft Excel skills a Plus
  • Working knowledge of the SEI Trust Accounting System

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.