Overview:

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.

Location

Harrisburg, Pennsylvania, United States of America