The Role
Provides operational, analytical, and reporting support for Corporate Trust clients, business partners, and bondholders. Responsibilities include setting up and maintaining accounts, processing ownership transfers and payments, researching discrepancies, responding to inquiries, supporting system and process improvements, meeting regulatory deadlines, and maintaining risk and internal control standards.
Summary Generated by Built In
Overview:
Primary Responsibilities:
Education and Experience Required:
Education and Experience Preferred:
Provides operational, analytical and reporting support to Corporate Trust business partners, clients and bondholders.
Primary Responsibilities:
- Analyze and interpret Corporate Trust account details and incoming documentation from internal business partners and bondholders to ensure timely and accurate transaction processing on the bondholder system of record.
- Process new account setups, adjustments to existing accounts, transfers of ownership and/or payments through data entry for Corporate Trust customers, ensuring timeliness and accuracy of all work.
- Research and resolve operational and/or calculation discrepancies in response from bondholders and business partners.
- Partner with business and support colleagues including helping assess system functionality and determining solutions for special processing needs to provide an optimal and consistent client experience.
- Ensure regulatory deadlines and department guidelines are met for operational processing to protect Company interests and retain and expand customer relationships.
- Identify processing issues and opportunities for control improvements; work with managers and peers in improving processes for those approved to increase efficiency.
- Communicate with bondholders and business partners in response to their inquiries.
- Develop and maintain an understanding of the business to identify, investigate and resolve issues to contribute to sustained operational performance and positive client interactions.
- 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.
Education and Experience Required:
- Associate's degree and a minimum of 2 years' relevant experience,
- OR in lieu of a degree,
- A combined minimum of 4 years' higher education and/work experience, including a minimum of 2 years' relevant experience
- Strong analytical skills
- Strong problem- solving skills
- Strong written and verbal communication skills
- Detail-oriented
Education and Experience Preferred:
- Bachelor's degree or financial services internship
- Financial services experience
- Securities knowledge
- Ability to work under time constraints while maintaining accuracy
- Strong organizational skills
- Ability to partner with various stakeholders
- Strong interpersonal skills with ability to set examples for others
Skills Required
- Associate's degree and at least 2 years of relevant experience, or a combined minimum of 4 years of higher education and work experience including 2 years of relevant experience
- Strong analytical skills
- Strong problem-solving skills
- Strong written and verbal communication skills
- Detail-oriented
- Bachelor's degree
- Financial services internship experience
- Financial services experience
- Securities knowledge
- Ability to work under time constraints while maintaining accuracy
- Strong organizational skills
- Ability to partner with various stakeholders
- Strong interpersonal skills and ability to set an example for others
M&T Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about M&T Bank and has not been reviewed or approved by M&T Bank.
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Retirement Support — Retirement benefits are positioned as a strong pillar, including a 401(k) match and the possibility of an additional employer contribution, plus access to an employee stock purchase plan.
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Leave & Time Off Breadth — Time-off offerings are framed as competitive, with a flexible PTO approach and paid volunteer time called out as a meaningful add-on to standard leave.
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Wellbeing & Lifestyle Benefits — Wellbeing support appears comparatively robust, highlighted by mental-health therapy/coaching sessions and broader wellness programming alongside community-oriented perks.
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The Company
What We Do
M&T Bank is a multi-state community-focused bank serving New York, Maryland, New Jersey, Pennsylvania, Delaware, Connecticut, Virginia, West Virginia and Washington, D.C. Founded in 1856, the company provides banking, investment, insurance and mortgage financial services to more than 3.6 million consumer, business and government clients.
