M&T Bank
CorporateTrustOperationsSpecialist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Corporate Trust Operations Specialist at M&T Bank. Skills: process management, cross-functional coordination, vendor/stakeholder management, operational metrics, resource planning, continuous improvement. Analyze and interpret Corporate Trust account details and incoming documentation from internal business partners and bondholders to ensure timely and accurate transaction processing on the bondholder system of record.. Process new account setups, adjustments to existing accounts, transfers of o”
What You'll Achieve.
ensure timely and accurate transaction processing; ensuring timeliness and accuracy of all work; protect Company interests and retain and expand customer relationships; increase efficiency; contribute to sustained operational performance and positive client interactions; Identify risk-related issues needing escalation to management
Industry & Context.
problem- solving skills
What They're Looking For.
Must Have
Associate's degree or equivalent work experience, 2+ years' relevant experience
Nice to Have
Bachelor's degree or financial services internship, Financial services experience, Securities knowledge, Ability to work under time constraints while maintaining accuracy, analytical skills, problem- solving skills, written and verbal communication skills, Detail-oriented, organizational skills, Ability to partner with various stakeholders, interpersonal skills with ability to set examples for others
What You'll Do.
Analyze and interpret Corporate Trust account details and incoming documentation from internal business partners and bondholders to ensure timely and accurate transaction processing on the bondholder system of record.
Process new account setups
adjustments to existing accounts
transfers of ownership and/or payments through data entry for Corporate Trust customers
ensuring timeliness and accuracy of all work.
Research and resolve operational and/or calculation discrepancies in response from bondholders and business partners.
Ensure regulatory deadlines and department guidelines are met for operational processing to protect Company interests and retain and expand customer relationships.
Identify processing issues and opportunities for control work with managers and peers in improving processes for those approved to increase efficiency.
Develop and maintain an understanding of the business to identify
investigate and resolve issues to contribute to sustained operational performance and positive client interactions.
Understand and adhere to the Company’s risk and regulatory standards
policies and controls in accordance with the Company’s Risk Appetite.
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.
How You'll Work.
Team & Collaboration
Partner with business and support colleagues including helping assess system functionality and determining solutions for special processing needs to provide an optimal and consistent client experience.; Communicate with bondholders and business partners in response to their inquiries.; Ability to partner with various stakeholders
Communication Scope
written and verbal communication skills
Full Job Description
**Overview:** Provides operational, analytical and reporting support to Corporate Trust business partners, clients and bondholders. **Primary Responsibilities:** * Analyze and interpret Corporate Trust account details and incoming documentation from internal business partners and bondholders to ensure timely and accurate transaction processing on the bondholder system of record. * Process new account setups, adjustments to existing accounts, transfers of ownership and/or payments through data entry for Corporate Trust customers, ensuring timeliness and accuracy of all work. * Research and resolve operational and/or calculation discrepancies in response from bondholders and business partners. * Partner with business and support colleagues including helping assess system functionality and determining solutions for special processing needs to provide an optimal and consistent client experience. * Ensure regulatory deadlines and department guidelines are met for operational processing to protect Company interests and retain and expand customer relationships. * Identify processing issues and opportunities for control improvements; work with managers and peers in improving processes for those approved to increase efficiency. * Communicate with bondholders and business partners in response to their inquiries. * Develop and maintain an understanding of the business to identify, investigate and resolve issues to contribute to sustained operational performance and positive client interactions. * 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 rela
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