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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client relationship management, with a strong focus on customer service and satisfaction. Proficient in managing complex client accounts while adhering to regulatory standards and promoting internal controls.
Highest-signal resume keywords
Client Relationship ManagementCustomer Service FocusCCTS CertificationAdvanced Analytical AbilityTeam Collaboration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Transaction ProcessingDocument CollectionCash DisbursementAccount ManagementTrust Administration
Soft Skills
Excellent Communication SkillsInterpersonal SkillsEmpathySelf-ConfidenceProfessionalism
Tools & Technologies
Pertinent Software Applications
Certifications & Qualifications
CCTS Certification
Industry Keywords
Global Capital MarketsHigh Net-Worth ClientsInstitutional ClientsCorporate Trust AccountsRisk Management
About the role
Key responsibilities & impact- Lead all aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients
- Support senior account relationship managers
- Serve as administrator for large and/or highly complex clients
- Serve as primary point of contact or relationship lead for clients
- Maintain daily client contact to address inquiries and facilitate requests
- Process transactions, including collecting critical documents, cash disbursements, trades, account balances, new accounts, discretionary distributions, and trust terminations
- Ensure proper administrative management for assigned accounts
- Contribute knowledge to processes, procedures, and strategic decisions
- Oversee client relationships and recommend design and administration of institutional and/or corporate trust accounts
- Assist senior account representatives with revenue-generating activities, documents, and meetings
- Manage client strategies and relationships with internal and external service partners
- Develop and maintain industry knowledge and communicate it internally and externally
- Apply corporate policies and procedures in complex situations
- Maintain controls to minimize losses
- Provide support, coaching, and mentoring to assigned associates
- Adhere to risk and regulatory standards and escalate risk-related issues
- Promote belonging and the M&T Bank brand
- Maintain internal control standards and implement audit and regulatory action points
- Mentor and guide less experienced personnel or other staff
- Complete other related duties as assigned
Requirements
What you’ll need- Bachelor’s degree and a minimum of 2 years’ relevant work experience with direct client contact, OR in lieu of a degree, a combined minimum of 6 years’ higher education and/or work experience, including a minimum of 2 years’ relevant work experience with direct client contact
- Strong focus on customer service and satisfaction
- Excellent verbal and written communications skills
- Degree focus on Finance, Business, Economics or Accounting preferred
- CCTS (Certified Corporate Trust Specialist) certification if corporate trust focus preferred
- Strong skills in pertinent software applications, with ability to rapidly learn new applications
- Experience working in a team environment
- Strong interpersonal skills with ability to build significant level of trust with clients; empathy and a real interest in working with people
- Self-confident
- Proven ability to work well with highly capable and successful individuals
- Advanced analytical ability
- Demonstrated ability to develop strong working relationships with administrative support areas appropriate to the business unit and/or division
- Experience contributing to positive working relationships and maintain integrity and professionalism
