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Wealth and Institutional Services Relationship Manager II - Corporate Trust - 3DERR in Birmingham, MI at M&T Bank

Date Posted: 5/5/2018

Job Snapshot

Job Description

Relationship Manager

Corporate Capital Markets

Wilmington Trust

Birmingham, MI

 

At M&T and Wilmington Trust, a part of M&T Bank Corporation, we understand what’s important when considering a new position: a stable and forward-looking company with a commitment to hiring the most talented people, developing their skills, and keeping them.  A company that rewards performance and provides employees with opportunities to direct their own career paths.  A company invested in you.

 

Basic Function

Coordinates and oversees relationship management of corporate trust clients and the day-to-day administration of assigned accounts.  This includes all administrative, operational and risk management activities for capital market transactions.  Serves as main point of contact with the client and their internal and external service partners.  Accounts will vary in administrative complexity and relationship importance, and typically will be transactions that are more routine in nature.  In addition, works closely with partners to follow short- and long-term strategies centering on achieving sustainable earnings growth and compliance with Corporate Strategic Plan.

 

Responsibilities

Administrative Functions

- Responsible for accounts of significant intricacy, complexity, level of risk and annual fee generation.

- Responsible for timely execution of all cash flows, fee billing, internal and external reporting, tickler processing.

- Responsible for account set-up on relevant administrative and operational systems/databases within established guidelines.

- Review, analyze and comment on all operative documents pertaining to assigned accounts PRE- AND POST-CLOSING.

- Evaluate fees for suitability and conformance with fee schedules.

- Partner with Fee Billing and Collections to monitor and collect aged receivables, where appropriate.

- Coordinate all administrative, operational and risk management support for assigned accounts.

Relationship Management

- Manages relationships, cultivating present and prospective clients as sources of new business.  This may include travel and client visits.

- Meets with clients to ensure the quality of service and uncover opportunities for referrals for other banking services.

Leadership Responsibilities

- Collaborate with other parties, including but not limited to attorneys, financial advisors, interested parties and alliance/service partners, to structure and close capital market transactions.

- Represent WTC at formal transaction closings, attend and chair meetings/client presentations and prepare relevant documentation.

- Responsible for supervising and mentoring direct reports, and others as appropriate.

- Participate in and/or lead departmental projects and corporate initiatives.

- Identify areas where revenues can be increased by charging additional fees when services change.  Implement approved increases.

- Lead or assist management with the development and operation of business products and processes.

- Assume additional responsibilities as requested.

 

Basic Qualifications

Bachelor's degree or in lieu of a degree, the equivalent training and/or work experience plus a minimum of  4 years of client service experience, preferably  in the Corporate Capital Markets industry.

CCTS designation preferred.

Demonstrates a high level of proficiency in the use of computers and software applications (such as Microsoft Office)

Working knowledge of specialized internal software applications, including Account Control, BondMaster/CertMaster, or other SunGuard applications preferred.

 

Special Skills

Demonstrated ability to read, analyze, interpret, and comment on legal documents.

Demonstrated ability to calculate figures and amounts such as discounts, interest, commissions and percentages.

Demonstrated familiarity with corporate structures, relevant laws and regulations.

Demonstrated strategic thinking/problem solving skills.

Demonstrated excellent written and oral communication skills.

Demonstrated analytical skills.

Demonstrates a sense of ownership in jobs or projects.

Demonstrated managerial or supervisory experience.

We encourage candidates with relevant military experience to apply

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. 

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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.

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