This position is for an opening within our Individual Retirement Account (IRA) Servicing team in the Banking Services division of M&T Bank. The members of this team perform various tasks in association with M&T Bank's IRA portfolio. The team supports branch staff and other areas via telephone and email contact.
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Provide Individual Retirement Account (IRA) guidance and customer service support via phone and email to branches and telephone center.
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Work in conjunction with branch and Telephone Center teams to assist with standard to intermediate level of complexity account maintenance questions and support transactions.
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Serve as first-level escalation point for problematic and non-standard type inquiries.
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Open IRA Account in appropriate systems while performing compliance validation and system scan on new customers.
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Review various forms of documentation to ensure accuracy for regulatory and other requirements.
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Conduct account research and investigation to resolve exceptions, issues and/or inaccuracies.
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Process moderate to complex data entry to the IRA operating system to reflect account maintenance updates requested by IRA account owners or their beneficiaries.
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Contribute to a highly productive team environment and positive workplace atmosphere. Earn the trust and respect of their peers through demonstrating an ability to perform at a high level.
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Build mutual support and alignment with peers and stakeholders to assist with problem resolution and creating process efficiencies wherever possible.
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Embrace agile ways of working combined with personal accountability to achieve results. Utilize resources and available information to build self-development while always keeping an eye toward future goals.
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Set and align daily task priorities to align with the overall goals of the team. Understand how work contributes to the overall bank vision and strategy and align actions accordingly.
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Seek out ideas and best practices and embrace change to deliver an efficient, quality result for the department. Adapts to a competitive landscape and respond nimbly to trends and developments as they occur.
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Able to use tact and diplomacy in a group setting to problem solve unique situations.
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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.
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Promote an environment that supports belonging and reflects the M&T Bank brand.
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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.
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Complete other related duties as assigned.
High school diploma or equivalent (GED) and a minimum of 3 years’ general work experience
Bachelor’s degree
Schedule:
This role reports out of Commerce Drive in Amherst, NY in compliance with the Bank's hybrid model. Shift hours are Monday - Friday 8:00 AM - 4:30 PM.
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $20.55 - $34.25 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.
Amherst, New York, United States of America
