M&T Bank Birmingham , MI 48012
Posted 2 months ago
Overview:
Responsible for the administration of routine corporate accounts involving trusts. Includes distribution of client correspondence and client contact, at the direction of manager. Daily contact with Trust clients to answer general inquiries or facilitate client requests. Process all transactions to include collection of critical documents, processing of cash disbursements, trades, account balances, establishing new accounts, facilitating client requests for discretionary distributions, trust terminations, etc., to ensure proper administrative management.
Primary Responsibilities:
Scope of Responsibilities:
Direct contact with clients, internal resources and external (i.e. clients/customers, investment professionals, attorneys, accountants, etc.) professionals/businesses in support of the client relationship. Support the efforts of a variety of professionals to include any/all Relationship Managers, unit managers and supervisors, to name a few. Work within a team environment that requires not only individual focus but actions that support the group as a whole. Ability to work on multiple tasks under supervision in a fast-paced environment.
Education and Experience Required:
Combined minimum of 4 years' higher education and/or work experience, including a minimum of 1 year relevant work experience with direct client contact
Strong focus on customer service and satisfaction
Strong verbal and written communication skills
Education and Experience Preferred:
Bachelor's degree focused on Finance, Business, Economics or Accounting and a minimum of 1 year relevant work experience with direct client contact
CCTS (Certified Corporate Trust Specialist) certification if corporate trust focus
Strong skills in pertinent software applications, with ability to learn new applications
Experience working in a team environment
Strong interpersonal skills with ability to build significant level of trust with clients
Self-confident
Proven ability to work well with highly capable and successful individuals
Strong analytical ability
Demonstrated ability to develop strong working relationships with administrative support areas appropriate to the business unit
Experience contributing to positive working relationships and maintaining integrity and professionalism
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $20.94 - $34.91 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
Location:
Birmingham, Michigan, United States of America
M&T Bank