The specialist coordinates the setup and maintenance of Treasury Management and Merchant services, ensuring accuracy and efficiency in customer interactions and agreements.
Overview:
Act as the liaison between Treasury Management/Merchant Consultant and Operations to service the maintenance needs of existing and prospective customers with a primary focus on Commercial Banking and complex setups. Ensure accuracy of Treasury Management (TM)/Merchant service setup . Receive instructions from Treasury Management/Merchant Consultant and clients and submit the resulting work order for the setup and maintenance of Treasury Management/Merchant products and services.
Primary Responsibilities:- Prepare Treasury Management/Merchant Work Orders using the Treasury Management Implementation Automation system (TMIA) and Technical Assistance Requests.
- Monitor and track implementation to avoid stalled or inactive implementations. Assist the TM/Merchant Consultant with gathering additional details for the setup and maintenance of Treasury Management/Merchant products, including but not limited to internal and external customer contact.
- Prepare and review TM/Merchant agreements.
- Under TM/Merchant Consultant direction: prepare, distribute, and collect customer legal agreements for clients’ signatures.
- Validate TM/Merchant agreements for accuracy to include signature verification, and submit to Treasury Management Agreement Housing (TMAH) for processing.
- Coordinate and submit exception pricing for Commercial Banking and complex setups.
- Coordinate RM and Sales activities for required Tier II guidance lines for TM/Merchant products through CLAS and Business Banking Loan Processing Center (LPC) approval. Ability to work with a high level of independence, under general supervision.
- Ability to independently research and resolve issues regarding implementation, escalate issues as appropriate.
- Keep abreast of product lines, internal policies and procedures, and external regulations that may impact assigned area.
Associates Degree
3 years Treasury Management/Merchant customer service OR onboarding experience.
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $26.00 - $43.34 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.LocationBuffalo, New York, United States of AmericaSimilar Jobs
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