Treasury Sales & Service Support Specialist at M&T Bank

Plum, Pennsylvania, United States

M&T Bank Logo
Not SpecifiedCompensation
Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Banking, Financial ServicesIndustries

Requirements

  • High school diploma or equivalent, plus specialized training, a two-year degree, or equivalent work experience
  • Five to ten years of general experience, with two to five years of specialized Customer Service and/or Treasury Product experience preferred
  • Operates a keypad device 80% of the day using fingers, thumbs, hands, wrists
  • Sitting required for 6 hours per day; standing 1 hour per day; walking 1 hour per day at moderate speed
  • Manual dexterity skills for typing 80% of the business day
  • Close vision of 18”-20” for computer work

Responsibilities

  • Provides proactive and reactive sales and service support to Branches and Business Bankers by demonstrating product knowledge and strong customer service skills
  • Maintains working knowledge of all Treasury Management products and department procedures
  • Assists in maintaining up-to-date corporate and departmental policies and procedures
  • Attends periodic educational opportunities to stay up to date on regulations/rules
  • Manages customer requests for new products, updates, and maintenance of existing account documentation and corresponding Bank/Treasury documents to properly setup products/document updates
  • Corresponds with customers by email and phone
  • Works with appropriate Bank personnel to produce the required documents
  • Sends documents to the customer and reviews executed documents for proper completion; delivers documents to corresponding processing area(s); acts as primary point of contact to resolve discrepancies related to documentation or authorization; assigns work received via email to CTO and Deposit Operations/Wire employees; acts as liaison between Branches/Business Bankers and CTO/Deposit Operations/Wire teams for authentication and completeness checks
  • Maintains good working relationships with bank employees in other departments and business lines; demonstrates strong interpersonal skills, ability to work independently, and as a team player
  • Performs other duties as assigned to support the successful operation of the department

Skills

Treasury Management
Customer Service
Sales Support
Product Knowledge
Documentation Management
Fraud Prevention
Regulatory Compliance
Process Improvement
Email Communication
Phone Support

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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