GCM Client Administrator II at M&T Bank

Minneapolis, Minnesota, United States

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Banking, Financial Services, Wealth ManagementIndustries

Requirements

Combined minimum of 4 years’ higher education and/or work experience, including a minimum of 1 year relevant work experience with direct client contact
Strong focus on customer service and satisfaction
Strong verbal and written communication skills

Responsibilities

Oversee client relationships, making appropriate recommendations for routine internal business activities
Assist account representative(s) in revenue generating activities by providing appropriate recommendations, preparing documents for and participating in meetings
Manage daily implementation of client strategies
Foster client relationships with assigned client base, serving as primary 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 an in-depth 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
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
Assists with most aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients; supports less experienced account relationship managers with limited supervision; may serve as administrator for medium to large and/or highly complex clients
Serves as point of contact for client regarding daily administration; maintains daily contact with clients to address general inquiries and/or facilitate client requests
Processes 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
Ensures proper administrative management for accounts under responsibility
The position may provide guidance to less experienced personnel or other staff

Skills

Key technologies and capabilities for this role

Trust AdministrationEntity AdministrationClient Relationship ManagementAccount ServicingTransaction ProcessingCash DisbursementsTrade ProcessingHigh Net-Worth Client ServicingInstitutional Client ServicingClient OnboardingDiscretionary DistributionsTrust Terminations

Questions & Answers

Common questions about this position

What education and experience are required for the GCM Client Administrator II role?

A combined minimum of 4 years’ higher education and/or work experience is required, including a minimum of 1 year relevant work experience with direct client administration responsibilities.

Is this a remote position or does it require office work?

This information is not specified in the job description.

What is the salary or compensation for this position?

This information is not specified in the job description.

What does the company culture emphasize at M&T Bank?

The culture promotes an environment that supports belonging and reflects the M&T Bank brand, while adhering to risk and regulatory standards.

What makes a strong candidate for this Client Administrator role?

Strong candidates have at least 1 year of direct relevant work experience, can oversee client relationships with limited supervision, resolve issues timely, and demonstrate in-depth knowledge of policies and industry trends.

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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