This position works under supervision as part of a functional team leading Global Capital Markets’ Administrative Account Review process which may include some or all aspects of periodic account reviews, quality control, and/or exception monitoring and resolution. 

Primary Responsibilities:

The Administrative Account Review functional team is responsible for supporting Global Capital Markets’ commitment to risk management and client service by completing specific tasks in connection with the periodic review of institutional client accounts. 

• Carries out tasks in a timely and controlled fashion.
• Adheres to policies and procedures for assigned functional tasks.
• Collaborates with management, internal partners, relationship management, and transaction management to ensure proper controls are in place for assigned functional group.
• Responsible for learning and understanding daily tasks, processes and controls for assigned functional group.
• Escalates and resolves issues that may arise within functional area in coordination with managers and other appropriate parties (i.e. RM, TM, sales)
• Shadows Relationship Managers or Transaction Managers for further career and knowledge development
• Serve as client point of contact per functional role; make recommendations for services to correct and/or enhance the client experience.  Resolve problems and respond to client requests in a timely manner.
• High level knowledge of and developed skillsets in functional capabilities (e.g., account administration) for applicable products.
• Manage relationships with internal and external service partners and clients; assess issues requiring immediate attention in a timely manner and drive the resolution of identified issues through the normal course of business utilizing available resources.
• Demonstrate an in-depth knowledge of corporate policies and procedures related to the administrative role.
• Provide and maintain appropriate levels of controls to minimize losses.
• Provide effective support, coaching and/or mentoring of any assigned team associates.
• 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 diversity and reflects the M&T Bank & WTNA 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.

Scope of Responsibilities:

This position works under supervision and will provide support to less experienced personnel.  This position will be responsible for support and completion of periodic Administrative Account Reviews.  The Administrative Account Review CA (Client Administrator), is responsible for:

• Coordinate with Relationship Managers and other stakeholders to complete periodic Account Reviews  
• Identify and review required account documents
• Ensure proper setup and coding of accounts on system of record per governing documents
• Identify and resolve exceptions
• Complete Quality Assurance monitoring of completed reviews
• Escalate identified issues to management