Institutional Client Services Relationship Manager II

Overview

Provides operational, risk, and client service support for institutional client relationships within a team‑based coverage model. Works primarily in a backup and execution capacity in close partnership with senior Relationship Managers to ensure continuity of service, accuracy of processing, and adherence to risk and control standards.

 Primary Responsibilities

• Support assigned institutional client relationships by executing daily administrative and transactional responsibilities accurately and in accordance with client directives, policies, and procedures.
• Submit and/or approve transactions, activity, and workflows in a timely and accurate manner while maintaining strong documentation standards.
• Serve as a designated backup contact for senior Relationship Managers, ensuring seamless coverage during planned and unplanned absences.
• Maintain visibility into assigned client activity, open items, and priorities to support continuity of service.
• Review, respond to, and annotate compliance, monitoring, and control reports for supported relationships; escalate issues and exceptions appropriately.
• Participate in client calls as requested, demonstrating preparedness, professionalism, and clear communication.
• Execute disbursement‑related activities in strict adherence to ICS controls, including validation of payment instructions and escalation of discrepancies.
• Maintain a strong understanding of internal policies, procedures, and control requirements; complete all required training within established timeframes.
• Collaborate with peers across coverage groups to ensure effective handoffs, backup coordination, and knowledge sharing.
• Understand and adhere to the Company’s risk and regulatory standards, policies, and controls in accordance with the Company’s Risk Appetite.
• Identify operational, client, or risk issues and escalate promptly using clear, factual problem statements and recommended next steps.
• Maintain M&T internal control standards, including timely implementation of internal and external audit actions and resolution of issues raised by regulators, as applicable.
• Promote an environment that supports belonging and reflects the M&T Bank brand.
• Complete other related duties as assigned.

Bachelor's degree and a minimum of 2 years’ relevant experience,

OR in lieu of a degree,

A combined minimum of 6 years’ higher education and/or work experience, including a minimum of 2 years’ 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 leadership skills

Proven problem-solving skills

Strong decision making skills

Bachelor’s degree in Finance or Business

Minimum of 4 years’ relevant experience

Retirement or Trust administration experience