Address
Form of workOverview:
Determines the appropriate action necessary and executes those actions based on knowledge and experience through a broad set of responsibilities, scope, variability, Subject Matter Expert (SME) for colleagues and project-oriented.
Primary Responsibilities:
- Analyze and interpret inputs to determine course of action; manage conflicting priorities over a broad and variable set of responsibilities as required.
- Communicate with internal and external business partners and related service partners, in a Subject Matter Expert (SME) capacity.
- Escalate or resolve non-standard or high risk exceptions to more experienced personnel as appropriate.
- Prioritize and manage own workload to meet service level agreements and internal service delivery standards with minimal direction.
- Work independently to complete processing of complex requirements.
- Work with management to identify trends and make process improvement recommendations within the area. Contribute ideas for process improvements and directly responsible for rollout of approved changes.
- Identify, report and escalate all risk and compliance issues, breaches and suspicious activities to management.
- 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.
Scope of Responsibilities:
This position is within Wealth Administrative Services.
Education and Experience Required:
Combined minimum of 6 years’ higher education and/or work experience
Comfortable operating in a team environment
Experience using pertinent word processing and spreadsheet software
Willing to work a flexible schedule as needed
Effective verbal and written communication skills
Education and Experience Preferred:
Bachelor’s degree in Business, Finance, Accounting or Statistics
Juris Doctor (JD) degree
Minimum of 2 years’ experience in financial services industry
Understanding of Wealth Management and/or Capital Markets business
Knowledge of pertinent Bank systems
Knowledge of the Bank’s culture
Ability to work under time constraints
Detail-oriented
Good organizational skills
Certified Financial Planner (CFP) or Certified Trust and Financial Advisor (CTFA) certification
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $29.27 - $48.79 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation. Location
Harrisburg, Pennsylvania, United States of America
