Commercial Treasury Sales Support Administrator at M&T Bank

Plum, Pennsylvania, United States

M&T Bank Logo
Not SpecifiedCompensation
Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Banking, Financial ServicesIndustries

Requirements

  • High school diploma or equivalent, plus specialized training, a two-year degree, or equivalent work experience
  • Five to ten years of general experience, with Customer Service and/or Treasury Product experience preferred
  • Competencies in bank operations, demonstrated by product knowledge and service expectations
  • Working knowledge of all department procedures
  • Ability to operate a keypad device 80% of the day using fingers, thumbs, hands, wrists; sitting 6 hours/day; standing 1 hour/day; walking 1 hour/day; manual dexterity for typing 80% of the day; close vision (18”-20”) for computer work

Responsibilities

  • Prove competencies in bank operations by demonstrating product knowledge and service expectations
  • Act as liaison between TM Sales and CTO/Deposit Operations/Wire teams for authentication and completeness checks on customer paperwork
  • Maintain working knowledge of all department procedures
  • Assist in maintaining up-to-date corporate and departmental policies and procedures
  • Attend periodic education opportunities to stay up-to-date on regulations/rules
  • Assist in special projects, such as new product implementation and procedure documentation
  • Act as primary point of contact with customers to resolve discrepancies related to documentation or authorization of customer requests
  • Manage customer requests for updates and maintenance of Signature Cards, Account Resolutions, Beneficial Ownership Documents, Wire Set Ups, Repetitive Money Transfer Agreements, and corresponding Bank/Treasury Documents, including corresponding with customers by email/phone, working with Bank personnel to produce documents, sending documents to customers, reviewing executed documents, and delivering to processing areas
  • Follow up on deposit accounts opened and correct deficiencies or document exceptions
  • Assign work received via email to CTO and Deposit Operations/Wire employees
  • Maintain good working relationships with bank employees in other departments and business lines; demonstrate strong interpersonal skills, ability to work independently and as a team player
  • Perform other duties as assigned to support the department

Skills

Bank Operations
Treasury Management
Wire Transfers
Deposit Operations
Customer Documentation
Signature Cards
Beneficial Ownership
Account Resolutions
Regulatory Compliance
Fraud Prevention
Document Review
Customer Service

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.

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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