Strategic Initiatives Lead at M&T Bank

Boston, Massachusetts, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Banking, Financial ServicesIndustries

Requirements

Bachelor’s degree and a minimum of 5 years’ relevant work experience, or in lieu of a degree, a combined minimum of 9 years’ higher education and/or work experience, including a minimum of 5 years’ relevant work experience
Strategic thinker with experience designing and implementing client or partnership management frameworks at scale
Strong collaborator and influencer, able to work across functions and levels
Analytical and creative, with a passion for continuous improvement
Strong attention to detail
Strong ability to lead teams
Excellent project management skills
Strong analytical ability
Creative problem-solving skills
Excellent interpersonal skills necessary for business partner relationships within and outside the organization
Strong written and verbal communication skills
Ability to communicate professionally at many different levels
Self-motivated
Results-driven
Well-organized
Ability to handle multiple tasks and work under time constraints in support of various assignments
Proficient with personal computers and pertinent spreadsheet, database, graphing, and presentation software

Responsibilities

Design and maintain frameworks, playbooks and rules of engagement that ensure consistency, excellence and innovation in how we approach our most critical external relationships to achieve short and long-term business objectives and strategic outcomes
Partner with business leaders, relationship managers and executive sponsors to ensure alignment between business objectives and engagement strategies
Lead cross-functional working groups to pilot new engagement models, measure impact and scale best practices
Monitor industry trends and competitor approaches to inform and evolve our frameworks
Serve as a thought partner to senior leadership on strategic client and partnership matters
Establish metrics and feedback loops to assess the effectiveness of engagement strategies and drive continuous improvement
Collaborate with CRM teams (e.g., Salesforce) to centralize and organize data on top client relationships and partnerships, ensuring executives and teams have broad, real-time visibility into engagement activities and opportunities
Ensure relationship and partnership data is visible and actionable through integrated tooling (e.g., Salesforce), enabling better decision-making and collaboration
Consider stakeholder perspectives, address objections, help develop solutions, and drive action
Interact with senior management (internal/external) to obtain pertinent information
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

Key technologies and capabilities for this role

SalesforceCRMStrategic PlanningCross-Functional LeadershipProject ManagementMetricsData GovernanceStakeholder EngagementIndustry AnalysisFramework Design

Questions & Answers

Common questions about this position

What education and experience are required for the Strategic Initiatives Lead role?

A Bachelor’s degree and a minimum of 5 years’ relevant work experience are required, or in lieu of a degree, a combined minimum of 9 years’ higher education and/or work experience, including a minimum of 5 years’ relevant work experience.

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 role?

This information is not specified in the job description.

What does the company culture emphasize in this role?

The role promotes an environment that supports belonging and reflects the M&T Bank brand, while maintaining internal control standards and adhering to risk and regulatory policies.

What makes a strong candidate for this position?

Strong candidates will have experience leading cross-functional projects, partnering with executives and business leaders, and working with tools like Salesforce, along with the required education and 5+ years of relevant experience.

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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