Overview:
Guides workflow, manages exceptions, assists in process improvement and related projects. This team processes legal papers by conducting research into existing customer relationships on debtor(s), restrains accounts as appropriate by applying proper exemptions and preparing case file as appropriate. Processes complex legal papers, such as court orders and temporary restraining orders.
Primary Responsibilities:
Monitor work flow and serve as liaison between assigned Item Processing & Deposit Services unit and management.
Provide training and coaching to assigned Item Processing & Deposit Services team on daily work functions and approve work of assigned team. Assist with onboarding new hires.
Assist with production work on an as needed basis.
Complete daily production reporting for assigned Item Processing & Deposit Services team.
Maintain currency of team procedures; complete quality assurance control reviews of team activities to ensure adherence to these procedures.
Participate in special projects as assigned.
Manage and provide guidance on exceptions occurring within the team.
Identify opportunities and assist with implementation of approved process improvement efforts for assigned team.
Reconcile the general ledger as required by assigned area.
Approve daily team productivity reports, ensuring they accurately reflect team activity.
Research and resolve routine internal and external customer issues and escalations within assigned area.
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.
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:
5 or more years’ higher education and/or work experience
Work leadership experience
Education and Experience Preferred:
Banking operations experience
Proven ability to multi-task
Proven ability to work under tight time constraints
Demonstrated written and verbal communication skills
Proven organizational skills
Proven prioritization skills
Ability to exercise good judgment and sound discretion
Ability to recognize time sensitive and urgent matters
Experience as a paralegal or legal assistant in a large law firm
Strong problem-solving skills
Some knowledge of complex court orders and seizures
Expertise with various notices and legal documents
Some knowledge of laws regarding federally exempt deposit types of other states
Proven verbal and written communication skills
Knowledge of systems, documents and procedures in assigned area
Knowledge of relevant spreadsheet, word processing and presentation software as required within assigned team
Working Model/Office Location:
This is a hybrid position requiring four days in office per week
Once fully trained, this position may be eligible to work from home one day per week
Due to the onsite nature of the position, eligible candidates must live within commuting distance to either 850 Main Street, Bridgeport, CT 06604, OR 626 Commerce Drive Amherst, NY 14228
Scheduled Shift/Required Availability:
Monday-Friday, 8:00am-4:30pm (+ overtime when needed)
This team typically works one or two hours of paid overtime per week
Top Skills
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.
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