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Relationship Liaison
| Company | M&T Bank |
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| Location | Manchester, NH, USA |
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| Salary | $20.43 – $34.05 |
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| Type | Full-Time |
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| Degrees | Associate’s |
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| Experience Level | Junior |
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Requirements
- Associate’s degree and a minimum of 1 year customer service experience in Banking Operations, Retail or Credit, OR in lieu of a degree, a combined minimum of 3 years higher education and/or work experience including 1 year customer service experience in Banking Operations, Retail or Credit
- Proficiency with personal computers as well as pertinent software packages
- Knowledge of applicable products, systems and workflows
- Excellent attention to detail
- Excellent verbal and written communication skills
- Ability to work individually as well as a member of a team
- Self-motivated, well-organized individual
- Ability to work under time constraints and handle multiple tasks in support of various assignments
- Ability to function professionally at many different levels (clients, management, and peers)
- Strong interpersonal skills necessary for business partner relationships within and outside organization
- Solid knowledge of unit/department policies and procedures
Responsibilities
- Act as the liaison between the customer and the Relationship Manager, responding to questions and resolving problems by coordinating with internal partners
- Assist commercial customers with deposit and loan servicing needs
- Assist the KYC Officer and Relationship Manager with the BSA/AML/KYC process
- Maintain commercial customer records, both paper and electronic versions
- Monitor bank reports for discrepancies and take appropriate action based on the nature of the issue
- Communicate and partner effectively with other departments in the Bank
- Research and resolve overdrafts with customer
- Support the financial statement collection process
- Perform data entry into bank systems when necessary
- Actively participates on departmental projects and committees as needed
- Attend regularly scheduled departmental training calls
- Report customer complaints to the Office of Customer Advocacy when appropriate
- Understand and adhere to the Company’s risk and regulatory standards, policies and controls
- Maintain M&T internal control standards
- Other duties as assigned
Preferred Qualifications
No preferred qualifications provided.
