Overview:

Responsible for end-to-end implementation and fulfillment of Treasury Management (TM) Services utilizing various systems. Work closely with clients and business partners as required. Client facing role.  

Primary Responsibilities:

• Ownership of TM Service request set ups received from TM Sales representatives and/or clients.  
  • Proficiency in TM Implementation and TM Fulfillment processes and procedures. 
  • Receive information from Treasury Management Sales. Conduct research for requests and respond to internal business partners, as needed. 
  • Ensure accuracy of Treasury Management service setup.  
  • Prepare, distribute, validate, and collect legal agreements and client signatures. 
  • Monitor own TM Now work queue and assigned orders to avoid stalled or inactive requests.  
  • Ability to independently research and resolve issues regarding implementation and fulfillment, escalate issues as appropriate.  
  • Attend regularly scheduled departmental training calls to maintain current knowledge of procedures, regulatory updates, and Treasury Management services. Assist other staff members with understanding what has been communicated. 
  • Ability to work under time constraints and handle multiple tasks in support of various assignments and bring to resolutions within established service level agreements. 
  • Ability to utilize bank systems effectively to process and track set ups accurately. 
  • Must provide exceptional support to all customers, both internal and external. 
  • Establish and maintain strong relationships with internal business partners. Communicate and collaborate effectively with other departments in the Bank and work as a team player to create a positive team environment. 
  • Resolve customer issues and concerns efficiently and professionally by applying knowledge of products, services, applications, policies, and procedures. 
  • Professional and clear written/verbal communication skills and attention to detail are necessary to deliver high quality service, while ensuring accuracy and timely completion. 
  • 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 diversity 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:

Associates Degree

2 years Treasury Management/Merchant customer service experience.

Education and Experience Preferred:

Bachelor’s degree 
Self-motivated, well-organized individual. 
Strong interpersonal skills necessary for business partner relationships within and outside organization. 
Ability to work in a team environment. 
Ability to work in multiple system applications. 

Location