ICS Relationship Manager I

Provides relationship management oversight of assigned institutional client accounts.  Working in a team environment, provides account specific administration support and client service tasks to support the business, concentrating on quality and accuracy of daily work and superior relationship management, while minimizing risk.

• →Submit activity for processing in a timely and accurate manner and based on client directives.
• →Respond to and/or annotate compliance reports as directed by more experienced Relationship Managers.
• →Submit annual account reviews for assigned accounts in a timely manner or as directed.
• →Serve as primary/secondary contact for assigned/coverage team accounts as well as retirement plan participants and pensioners.  Resolve basic matters and inquiries, adhering to established Division, client and alliance service standards.
• →Maintain client communications on regulatory, legal, accounting and trust matters.
• →Complete client billing and resolve aged receivables for client accounts; work with more experienced Relationship Managers as needed.
• →Remain current on industry trends and regulatory items.
• →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.        

Bachelor's degree and a minimum of 1 year relevant experience,

OR in lieu of a degree,

A combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 year relevant experience

Strong level of proficiency in use of personal computers and pertinent word processing and spreadsheet software

Detail-oriented

Excellent customer service skills

Excellent verbal and written communication skills

Proven organizational skills

Proven problem-solving skills

Strong decision-making skills

Bachelor’s degree in Finance or Business

Minimum of 2 years’ relevant experience

Retirement or Trust administration experience