ICSRelationshipManager-RetirementServices(Hybrid)

# **Overview:** Provides relationship management oversight of assigned institutional client accounts. Working in a team environment, provides account specific administration support and client service tasks to support the business, concentrating on quality and accuracy of daily work and superior relationship management, while minimizing risk. ## **Primary Responsibilities:** * Submit activity for processing in a timely and accurate manner and based on client directives. * Respond to and/or annotate compliance reports as directed by more experienced Relationship Managers. * Submit annual account reviews for assigned accounts in a timely manner or as directed. * Serve as primary/secondary contact for assigned/coverage team accounts as well as retirement plan participants and pensioners. Resolve basic matters and inquiries, adhering to established Division, client and alliance service standards. * Maintain client communications on regulatory, legal, accounting and trust matters. * Complete client billing and resolve aged receivables for client accounts; work with more experienced Relationship Managers as needed. * Remain current on industry trends and regulatory items. * 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:** Bachelor's degree and a minimum of 1 year relevant experience, OR in lieu of a degree, A combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 year relevant experience Strong level of proficiency in use of personal co