Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts of varying complexity and importance, including all administrative, operational and risk management activities for GCM transactions. Serves as main point of contact with the client and internal and external service partners to follow short and long-term strategies to achieve sustainable earnings growth and compliance with Bank and Division strategic plans. Manages daily administration of assigned transactions, including delivering exceptional service to clients, ensuring all internal controls are satisfied. Works with internal partners as appropriate.
Metropark - Iselin, NJ is also an acceptable location.
Primary Responsibilities:- Monitor relevant administrative and operational systems, databases and activity related to accounts of moderate to significant intricacy, complexity and level of risk, to ensure accounts are setup and operating within established policies, procedures and guidelines.
- Review, analyze and provide comments to counsel related to negotiation and drafting of operative documents and agreements for assigned accounts.
- Coordinate activities related to monitoring risks and ensuring regulatory compliance for assigned accounts with Legal, Risk, Compliance and/or Audit as required.
- Research and resolve issues related to control and client service aspects of assigned accounts in a timely manner to maintain customer satisfaction, working with appropriate internal and external resources as required.
- Work with external parties, including attorneys, financial advisors, interested parties and alliance/service partners, to structure and close GCM transactions in a timely manner.
- Complete various account administration activities of moderate to significant intricacy, complexity and risk including, timely cash flow execution and fee billing, internal and external reporting and tickler processing.
- Participate, along with GCM Sales, in sales calls to current and prospective clients, either in-person or over the phone and prepare fee proposals to support new business opportunities. Evaluate fees for suitability and conformance with fee schedules. Partner with Fee Billing to monitor and timely collect aged receivables.
- Manage relationships, cultivating current and prospective clients and referral sources to uncover opportunities and potential sources of new business including representing GCM at transaction closings, attending and chairing client meetings and presentations and preparing relevant documentation to support the attraction, retention and expansion of client relationships.
- Identify areas, based on transaction knowledge and fees charged, where revenues can be increased by charging additional fees when services change; advise management of these opportunities. Implement approved fee increases, fee discounts and waivers as identified or instructed and per established controls and procedure.
- Provide coverage and support for other Relationship Mangers within assigned Section/Unit as required by absence.
- Represent GCM and/or lead departmental projects and Corporate initiatives on a periodic basis.
- Assist management with the development and operation of business products and processes.
- May supervise and/or mentor less experience associates.
- 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 2 years’ client service experience in Global Capital Markets products or markets,
OR in lieu of a degree,
A combined minimum of 6 years’ higher education and/or work experience, including a minimum of 2 years’ client service experience in Global Capital Markets products or markets
High level of proficiency with personal computers as well as pertinent software
Prior experience reading, analyzing and interpreting legal documents
Prior experience calculating amounts such as discounts, interest, commissions and percentages
Familiarity with corporate structures, relevant laws and regulations
Proven problem-solving skills
Strong verbal and written communication skills
Strong analytical skills
Education and Experience Preferred:CCTS (Certified Corporate Trust Specialist) certification
Working knowledge of pertinent specialized internal software applications
Managerial or leadership experience
Demonstrated sense of ownership in jobs or projects
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $89,000.00 - $148,300.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.Location:Wilmington, Delaware, United States of AmericaSkills Required
- Bachelor's degree or 6 years combined higher education and work experience
- Minimum of 2 years' client service experience in Global Capital Markets
- High proficiency with personal computers and pertinent software
- Experience reading and interpreting legal documents
- Experience in calculating amounts like discounts and interest
- Familiarity with corporate structures and relevant laws
- Strong verbal and written communication skills
- Strong analytical and problem-solving skills
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.
M&T Bank Insights
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.
