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
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.LocationHarrisburg, Pennsylvania, United States of America