GCM Client Administrator I at M&T Bank

Wilmington, Delaware, United States

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Banking, Financial ServicesIndustries

Requirements

Combined minimum of 3 years higher education and/or work experience
Demonstrated focus on customer service and satisfaction
Demonstrated verbal and written communication skills

Responsibilities

Assist with limited aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients
Serve as point of contact for clients regarding routine daily administration
Maintain daily contact with clients to address general inquiries and/or facilitate client requests
Process all related transactions, including collecting critical documents, processing cash disbursements, trades and account balances, establishing new accounts, and facilitating client requests for discretionary distributions and trust terminations
Ensure proper administrative management for accounts under responsibility, with supervision
Support the Relationship Manager with oversight of client relationships, making appropriate recommendations regarding routine internal business activities
Assist account representative(s) in revenue-generating activities by providing appropriate recommendations and preparing documents for meetings
Manage daily implementation of client strategies as required
Foster client relationships with assigned client base, serving as point of contact for the client; make recommendations for services to correct and/or enhance the client experience
Resolve problems and respond to client requests in a timely manner
Manage relationships with internal and external service partners; assess issues requiring immediate attention in a timely manner and work to resolve all other issues through the normal course of business utilizing available resources
Develop and maintain industry knowledge applicable to the business and demonstrate the ability to articulate that knowledge internally and externally
Remain current on industry news applicable to the line of business
Demonstrate knowledge of corporate policies and procedures related to the administrative role
Provide and maintain appropriate levels of controls to minimize losses
Provide effective support of team members as requested
Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite
Identify risk-related issues needing escalation to management
Promote an environment that supports belonging 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

Skills

Trust Administration

Entity Administration

Client Servicing

Transaction Processing

Cash Disbursements

Account Management

Client Relationship Management

Document Preparation

Revenue Activities

Problem Resolution

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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