M&T Bank

CLO Client Administrator III

United States

M&T Bank Logo
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Banking, Financial ServicesIndustries

Requirements

Candidates should possess a Bachelor’s degree and a minimum of 1 years’ relevant work experience with direct client contact, or alternatively, a combined minimum of 5 years’ higher education and/or work experience, including at least 1 years’ relevant work experience with direct client contact. Strong focus on customer service and satisfaction is required, along with excellent verbal and written communication skills.

Responsibilities

This role involves overseeing client relationships, making recommendations regarding trust account design and administration, assisting senior account representatives in revenue-generating activities, managing daily implementation of client strategies, fostering client relationships as the primary point of contact, resolving client issues promptly, managing relationships with internal and external service partners, developing industry knowledge, maintaining controls to minimize losses, providing support and mentoring to team associates, understanding and adhering to company risk and regulatory standards, identifying risk-related issues, promoting a diverse and inclusive environment, and completing other related duties as assigned.

Skills

Trust Account Management
Client Relationship Management
Transaction Processing
Account Administration
Discretionary Distributions
Trust Terminations
Industry Knowledge
Client Service
Problem Resolution
Internal and External Partnership Management

M&T Bank

Full-service banking for individuals and businesses

About M&T Bank

M&T Bank provides a variety of banking services to individuals, small businesses, and larger companies. Their offerings include mortgage assistance, personal and business checking accounts, and mobile banking options. The bank primarily operates in the Northeastern and Mid-Atlantic regions of the United States, emphasizing community engagement and a focus on customer service. M&T Bank's business model is based on traditional banking practices, such as loans, deposits, and investment products, and it generates revenue through interest income and service fees. A key aspect that sets M&T Bank apart from its competitors is its commitment to community involvement, which includes allowing employees to volunteer and supporting local organizations. The recent merger with United Bank, N.A. has further expanded their services and market presence.

Key Metrics

Buffalo, New YorkHeadquarters
1993Year Founded
IPOCompany Stage
Financial ServicesIndustries
10,001+Employees

Risks

Competition from fintechs could erode M&T Bank's market share among tech-savvy customers.
Integration challenges from the United Bank merger may disrupt operations.
Decreased prime rate could reduce interest income, impacting profitability.

Differentiation

M&T Bank emphasizes community engagement through its charitable foundation and volunteer programs.
The bank offers a wide range of traditional and digital banking services.
Recent merger with United Bank, N.A. expands M&T's market reach and service offerings.

Upsides

M&T Bank's $1.5 billion senior notes offering strengthens its financial position.
Decreased prime rate may attract more borrowers, increasing loan volume.
Shannon Lazare's appointment as New Jersey Regional President enhances local community engagement.

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