Treasury Management Onboarding Specialist (Open to Locations w/in the M&T Footprint)

Overview

The Treasury Management Implementation Specialist is responsible for the end-to-end implementation and fulfillment of Treasury Management products and services for commercial clients. This client-facing role partners closely with Treasury Management Sales, clients, and internal business partners to coordinate service setup, documentation and implementation.

The position requires strong organizational skills, attention to detail, effective communication, and the ability to independently manage multiple client implementations while meeting established service level expectations.

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.

Pay and benefits

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $22.61 - $37.67 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Williamsville, New York, United States of America