Director of Investment Services at M&T Bank

Greensburg, Pennsylvania, United States

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Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Banking, Financial ServicesIndustries

Requirements

Ability to work independently
Strong interpersonal skills and motivation to work as a team player
Excellent presentation and communication skills with ability to influence stakeholders at all levels
Operates a keypad device 40% of the day
Traveling to alternate work locations 75% of the time, with overnight stays approximately 25% of the time
Routinely lifts 5 lbs., 2-3 times per day
Use of manual dexterity skills for typing and data entry up to 40% of the business day
Specific vision requirements: close vision of 18”-20” for computer work and travel

Responsibilities

Manage all aspects of the Investment Services division
Recruit Financial Advisors
Lead revenue growth
Hire, train, and develop Junior Financial Advisors
Formulate departmental goals, strategies, operating policies, and procedures, and direct implementation of approved changes
Make recommendations regarding employees' performance appraisals, salary changes, promotions, transfers, or terminations
Ensure productivity levels are maintained through effective monitoring of staffing levels and financial requirements
Oversee the preparation, final approval, and administration of the annual budget
Provide oversight of operations and administrative leaders
Develop and execute the division’s business plans and strategic planning
Monitor various monthly, quarterly, and annual reports and activity, and provide guidance for progress to goals
Represent the bank through civic involvement to retain existing business and develop new business
Coach across all business lines around the features and benefits of investment services
Cultivate and maintain relationships with external referral sources such as accountants, attorneys, and social acquaintances
Act as brand ambassador for Investment Services across the bank with all bank employees and externally at industry events and conferences
Chair Due Diligence Committee for NDIP products and service annually
Work with Ameriprise and S&T Banks compliance departments to oversee: Registered Branch Inspections, Complaint Resolution, Practice Reviews, FINRA and State CE requirements, SOX & SOC Control, System Access
Lead the strategic direction, development, and execution of sales and service with investment products
Oversee client advisory and regulatory compliance, ensuring alignment with market trends and organizational goals
Assume additional responsibilities as required

Skills

Investment Services

Financial Advisory

Regulatory Compliance

Strategic Planning

Revenue Growth

Budget Management

Recruiting

Hiring

Training

Performance Management

Business Development

Relationship Building

Networking

Public Speaking

Team Leadership

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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