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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Global Capital Markets trust administration, client relationship management, and regulatory compliance. Proven ability to mentor associates and maintain high standards of customer service while managing complex client transactions.
Highest-signal resume keywords
Global Capital Markets AdministrationClient Relationship ManagementCCTS CertificationCustomer Service FocusAdvanced Analytical Ability
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 PreparationAccount ManagementRisk ManagementRegulatory Compliance
Soft Skills
Excellent Communication SkillsInterpersonal SkillsTeam CollaborationEmpathySelf-Confidence
Tools & Technologies
Pertinent Software Applications
Certifications & Qualifications
CCTS Certification
Industry Keywords
Trust AdministrationHigh Net-Worth ClientsInstitutional Trust AccountsCorporate TrustClient Strategies
About the role
Key responsibilities & impact- Lead all aspects of Global Capital Markets trust or entity administration and servicing for 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, document preparation, and client meetings
- Manage daily implementation of client strategies
- Manage internal and external service-partner relationships and resolve issues
- Maintain industry knowledge and communicate relevant information 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, policies, and controls; escalate risk issues
- Promote belonging and reflect the M&T Bank brand
- Maintain internal control standards and implement audit and regulatory action points
- Mentor and guide less experienced personnel
- 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 (preferred)
- Experience working in a team environment (preferred)
- Strong interpersonal skills with ability to build significant level of trust with clients; empathy and a real interest in working with people (preferred)
- Self-confident (preferred)
- Proven ability to work well with highly capable and successful individuals (preferred)
- Advanced analytical ability (preferred)
- Demonstrated ability to develop strong working relationships with administrative support areas appropriate to the business unit and/or division (preferred)
- Experience contributing to positive working relationships and maintain integrity and professionalism (preferred)
