Provide primary customer support by servicing the needs of existing and prospective customers, ensuring smooth delivery of superior customer service. Assist business banker representatives or mortgage administrators to provide customer support in business development activities.
Act as liaison with other internal areas to ensure timely workflow of document production for loans and proper management of loan portfolio.
Coordinate processing of loan application and documentation and booking and processing loans. Coordinate clearance of delinquent documents and other exceptions with appropriate areas. Coordinate the loan closing/settlement, ensuring all documentation is completed on a timely basis.
Independently calls on customers, in person and on the phone, to build strong customer relationship, analyze service enhancements and identify sales opportunities. Coordinate pre and post call planning sessions with parties involved.
Sell, document and coordinate implementation of the more elaborate products. In conjunction with business development representatives or mortgage administrators, proactively researches/screens for prospects
Compile and prepare statistical data of monthly performance for review by Senior Management which outlines Portfolio Delinquencies, Collections, Charge Off activity, Expenses and Recoveries.
Monitors Portfolio Loan activity and takes action to correct if deemed necessary.
Ensure timely and efficient customer service for assigned area. Provide service support to business development representatives or mortgage administrators for the purpose of resolving performance/account problems. Handles a variety of customer inquiries regarding accounts.
Maintain up-to-date information/knowledge regarding assigned area customer accounts, i.e. services, financial relationships, previous problems, etc. Assists with deposit servicing needs of business banking or commercial real estate customers. Opens, closes and transfers DDA accounts. Controls overdrafts and account delinquency.
Maintain credit files. Process requests for research, corrections, loan payments, loan advances, collateral releases, wire transfers and credit inquiries.
May provide work leadership and training to customer service/support group within the assigned area.
Keep abreast of product lines, internal policies and procedures, and external regulations that may impact assigned area.
Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
Promote an environment that supports diversity 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.
The incumbent is responsible for performing all follow-up and backup work required to support business development representatives or mortgage administrator with day to day customer service. This allows business development representatives or mortgage administrators to focus on generating sales and not the administrative responsibilities.
The incumbent must possess the ability to initiate independent action, using skill and judgement in identifying and resolving problems and anticipating customer needs.
None
Bachelor’s degree and a minimum of 4 years’ service experience or in lieu of a degree a combined minimum of 8 years higher education and/or work experience, including a minimum of 4 years’ service experience
3 years retail/commercial/corporate credit loan processing experience
Proficient personal computer skills, including Microsoft Word and Excel
Knowledge of bank policies, procedures, and banking regulations are required. Knowledge of courthouse and state filings
Knowledge of financial statements and loan documentation
Ability to work as a team member
Excellent customer service skills with the ability to use tact and diplomacy
Sales ability
If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.
Are you ready to take the next step in your career as a Business Banking Senior Relationship Liaison at M&T Bank? This dynamic role is all about connecting with customers and ensuring they receive top-notch support for their banking needs. Located in the heart of Buffalo, NY, you'll be the go-to person for both prospective and existing customers. Your mission will be to enhance customer relationships by coordinating the timely processing of loans, handling inquiries, and identifying new sales opportunities. You're not just a liaison; you're also a crucial support system for our business bankers and mortgage administrators, assisting with everything from loan applications to monitoring portfolio activity. Imagine the satisfaction that comes from serving customers with exceptional service, contributing to a friendly team environment, and really making an impact on their financial journeys. M&T Bank appreciates your expertise, so you'll be keeping up with policies and regulations to ensure seamless compliance and operational efficiency. With a Bachelor's degree or equivalent experience, along with a solid foundation in retail, commercial, or corporate credit loan processing, you'll be well-equipped to thrive in this role. If you're passionate about providing excellent customer service while engaging in meaningful work, then M&T Bank is the place for you!
M&T Bank seeks a dedicated Client Administrator to drive client satisfaction and manage loan services within a fast-paced, dynamic environment.
Join M&T Bank as a Mortgage Processor III to leverage your expertise in loan processing and compliance.
Join Target as a Seasonal Security Specialist where you'll contribute to a safe and secure environment within our supply chain facility.
As a Recovery Associate at Rural King, you'll ensure store cleanliness while delivering top-notch customer service.
Join Marriott Vacations Worldwide as a Recreation Attendant, where you will help create memorable vacation experiences for our guests.
Become a key part of Lowes Foods, providing engaging service and quality products as a Smokehouse Clerk.
Summit LTC is looking for a dedicated LVN to deliver exceptional nursing care in a supportive environment.
Drive digital engagement as a Digital Program Manager at Momentus Technologies, enabling customers to thrive through innovative programs and community initiatives.
Become a crucial part of ASICS' Customer Service team, driving excellence in eCommerce support.
Join WebFX as a Jr. Customer Success Analyst to help clients achieve their goals through data-driven solutions in a thriving digital marketing environment.
Subscribe to Rise newsletter