Overview:

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.

Primary Responsibilities:

• Provide Individual Retirement Account (IRA) guidance and customer service support via phone and email to branches and telephone center.
• Work in conjunction with branch and Telephone Center teams to assist with standard to intermediate level of complexity account maintenance questions and support transactions.
• Serve as first-level escalation point for problematic and non-standard type inquiries.
• Open IRA Account in appropriate systems while performing compliance validation and system scan on new customers.
• Review various forms of documentation to ensure accuracy for regulatory and other requirements.
• Conduct account research and investigation to resolve exceptions, issues and/or inaccuracies.
• Process moderate to complex data entry to the IRA operating system to reflect account maintenance updates requested by IRA account owners or their beneficiaries.
• 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.
• Build mutual support and alignment with peers and stakeholders to assist with problem resolution and creating process efficiencies wherever possible.
• 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.
• 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.
• 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.
• Able to use tact and diplomacy in a group setting to problem solve unique situations.
• 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 belonging 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:

High school diploma or equivalent (GED) and a minimum of 3 years’ general work experience

Education and Experience Preferred:

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.

Location