The Role
Supports high-net-worth and ultra-high-net-worth wealth clients by handling daily transactions, resolving routine service issues, onboarding new relationships, and maintaining strong client partnerships. Provides sales support, reviews operational reports for compliance and security, follows risk and regulatory controls, and coordinates with Wealth Management teams and internal business partners to retain and expand client relationships.
Summary Generated by Built In
Overview:
Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within the Wealth Management operating model to ensure clients have access to all resources and solutions based on their individual needs and situation. Utilizes operational, technical, and functional expertise to support the execution of policies and procedures that align with all aspects of Wealth Management sales and service strategy. Resolves the more routine service issues within the team.
Primary Responsibilities:
Education and Experience Required:
Bachelor’s degree and a minimum of 1 years’ financial services client service experience, or in lieu of a degree, a combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 years’ financial services client service experience
Education and Experience Preferred:
Minimum of 3 years’ private banking, wealth management, commercial banking and/or branch experience
Exposure to and knowledge of the Bank’s retail and commercial banking systems
Knowledge of Private Banking products and services
Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within the Wealth Management operating model to ensure clients have access to all resources and solutions based on their individual needs and situation. Utilizes operational, technical, and functional expertise to support the execution of policies and procedures that align with all aspects of Wealth Management sales and service strategy. Resolves the more routine service issues within the team.
Primary Responsibilities:
- Service the daily transaction needs of wealth clients, including but not limited to, problem resolution, overdrafts, account delinquency, wire transfers, book transfers, and account maintenance to ensure they are addressed in a timely manner and to the satisfaction of the client.
- Apply sound, independent judgment and take ownership over operational problems resulting from direct interaction with clients or obtained from the Client Team. Resolve routine service issues, with the goal of exceeding client expectations (with the goal of retaining and expanding client relationships).
- Open and onboard new client relationships by getting clients acclimated with our systems and confirming the client has received all necessary information and materials.
- Build, manage and maintain strong client relationships through daily interactions with clients, Wealth Management team, and internal business partners, to contribute to the retention and expansion of existing client relationships.
- Provide sales support to the team for market-specific special projects, such as event coordination, process improvement and sales initiatives.
- Remain current on products and services, internal policies and procedures and external developments, including regulations, which may affect the client and the Bank.
- Review daily department reports to ensure compliance with operation, security, and audit procedures as well as a positive client experience. Follow established procedures when the report review identifies an issue to ensure it is resolved.
- 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:
Bachelor’s degree and a minimum of 1 years’ financial services client service experience, or in lieu of a degree, a combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 years’ financial services client service experience
Strong customer service skills
Strong interpersonal skills
Strong verbal and written communication skills
Strong organizational skills
Proficiency with personal computers as well as pertinent word processing, spreadsheet and presentation software
Education and Experience Preferred:
Minimum of 3 years’ private banking, wealth management, commercial banking and/or branch experience
Exposure to and knowledge of the Bank’s retail and commercial banking systems
Knowledge of Private Banking products and services
Trust experience
Ability to work independently and in a team-based environment
Skills Required
- Bachelor's degree and at least 1 year of financial services client service experience
- Alternatively, 5 years of combined higher education and/or work experience, including at least 1 year of financial services client service experience
- Strong customer service skills
- Strong interpersonal skills
- Strong verbal and written communication skills
- Strong organizational skills
- Proficiency with personal computers and word processing, spreadsheet, and presentation software
- At least 3 years of private banking, wealth management, commercial banking, and/or branch experience
- Exposure to and knowledge of retail and commercial banking systems
- Knowledge of Private Banking products and services
- Trust experience
- Ability to work independently and in a team-based environment
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.
