Relationship Administrator II at M&T Bank

Greensburg, Pennsylvania, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Banking, Financial ServicesIndustries

Requirements

High school diploma or equivalent, plus specialized training or a two-year business degree
Two to five years of general and specialized experience
Well trained in Wealth Management, understanding all areas
Experience working/meeting with clients, doing presentation ideas to improve position
Ability to step into Relationship Manager role when needed
Professional, loyal employee using good judgment
Strong interpersonal skills with ability to work independently and as a team player
Manual dexterity skills for typing and data entry up to 60% of the business day
Specific vision requirements including close vision of 18”-20” for computer work
Continued formal and informal education as required

Responsibilities

Perform all routine administrative functions including clerical support, typing memos, letters, filing, etc
Use knowledge of trust, investment, loan, and deposit products and procedures for accurate handling of administrative responsibilities and professional client communications, including complex matters
Analyze customer questions, requests, and problems; provide appropriate responses and solutions for routine issues; solve highly technical issues or consult seniors for guidance
Coordinate with Wealth Management and other departments to ensure client services per product guidelines and operational procedures; identify operational issues impacting customer service
Identify opportunities for additional business development with current clients and non-investment products/services
Assume duties/responsibilities of the Relationship Manager in their absence
Assist Relationship Manager with special projects as required
Maintain good working relationships with fellow employees
Assume additional responsibilities as assigned

Skills

Key technologies and capabilities for this role

trust productsinvestment productsdeposit productsclient serviceadministrative supportproblem resolutionwealth managementinterpersonal skillsfilingtypingcustomer analysis

Questions & Answers

Common questions about this position

What is the location for this Relationship Administrator II position?

The position is located at 701 East Pittsburgh St., Greensburg, PA 15601.

What are the working hours for this role?

Hours are Monday-Friday 8:30 am - 6:00 pm and Saturday 9:00 am - 12:00 pm, with additional hours as necessary to meet department objectives.

What education and experience are required for this position?

A high school diploma or equivalent plus specialized training or a two-year business degree is required, along with two to five years of general and specialized experience in Wealth Management.

What skills are needed to succeed in this role?

Strong interpersonal skills, ability to work independently and as a team player, knowledge of trust, investment, loan and deposit products, and good judgment are essential.

What makes a strong candidate for this Relationship Administrator II role?

Candidates with 2-5 years of Wealth Management experience, client-facing skills including presentations, ability to step into the Relationship Manager role when needed, and a professional, loyal demeanor stand out.

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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