[Remote] Senior Commercial Implementation Specialist at M&T Bank

United States

M&T Bank Logo
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Banking, Financial Services, Commercial BankingIndustries

Requirements

  • Associates Degree
  • 3 years Treasury Management/Merchant customer service OR onboarding experience
  • Ability to work with a high level of independence, under general supervision
  • Ability to independently research and resolve issues regarding implementation, escalate issues as appropriate
  • Keep abreast of product lines, internal policies and procedures, and external regulations that may impact assigned area

Responsibilities

  • Act as the liaison between Treasury Management/Merchant Consultant and Operations to service the maintenance needs of existing and prospective customers with a primary focus on Commercial Banking and complex setups
  • Ensure accuracy of Treasury Management (TM)/Merchant service setup
  • Receive instructions from Treasury Management/Merchant Consultant and clients and submit the resulting work order for the setup and maintenance of Treasury Management/Merchant products and services
  • Prepare Treasury Management/Merchant Work Orders using the Treasury Management Implementation Automation system (TMIA) and Technical Assistance Requests
  • Monitor and track implementation to avoid stalled or inactive implementations
  • Assist the TM/Merchant Consultant with gathering additional details for the setup and maintenance of Treasury Management/Merchant products, including but not limited to internal and external customer contact
  • Prepare and review TM/Merchant agreements
  • Under TM/Merchant Consultant direction: prepare, distribute, and collect customer legal agreements for clients’ signatures
  • Validate TM/Merchant agreements for accuracy to include signature verification, and submit to Treasury Management Agreement Housing (TMAH) for processing
  • Coordinate and submit exception pricing for Commercial Banking and complex setups
  • Coordinate RM and Sales activities for required Tier II guidance lines for TM/Merchant products through CLAS and Business Banking Loan Processing Center (LPC) approval

Skills

Key technologies and capabilities for this role

Treasury ManagementMerchant ServicesTMIATMAHCLASWork OrdersCustomer OnboardingAgreement ProcessingException PricingImplementation Tracking

Questions & Answers

Common questions about this position

What is the pay range for the Senior Commercial Implementation Specialist position?

The pay range is $26.00 - $43.34 Hourly (USD), with the specific compensation based on the candidate’s knowledge, skills, experience, and location.

Is this position remote or does it require working from a specific location?

The position is located in Clanton, Alabama, United States of America, suggesting an on-site requirement.

What education and experience are required for this role?

An Associate's Degree and 3 years of Treasury Management/Merchant customer service or onboarding experience are required.

What are the main responsibilities of this position?

Responsibilities include preparing Treasury Management/Merchant Work Orders using TMIA, monitoring implementations, assisting consultants with setups, preparing and reviewing agreements, coordinating exception pricing, and researching/resolving issues independently.

What makes a strong candidate for this Senior Commercial Implementation Specialist role?

Strong candidates will have an Associate's Degree, 3+ years in Treasury Management/Merchant customer service or onboarding, and the ability to work independently while handling complex setups and resolving issues.

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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