Institutional Client Services Relationship Manager II

Overview

Provides operational, risk, and client service support for institutional client relationships within a team‑based coverage model. Works primarily in a backup and execution capacity in close partnership with senior Relationship Managers to ensure continuity of service, accuracy of processing, and adherence to risk and control standards.

• Support assigned institutional client relationships by executing daily administrative and transactional responsibilities accurately and in accordance with client directives, policies, and procedures.
• Submit and/or approve transactions, activity, and workflows in a timely and accurate manner while maintaining strong documentation standards.
• Serve as a designated backup contact for senior Relationship Managers, ensuring seamless coverage during planned and unplanned absences.
• Maintain visibility into assigned client activity, open items, and priorities to support continuity of service.
• Review, respond to, and annotate compliance, monitoring, and control reports for supported relationships;
  ** escalate
  * * issues and exceptions appropriately.
• Participate in client calls as requested, demonstrating preparedness, professionalism, and clear communication.
• Execute disbursement‑related activities in strict adherence to IC
  ** S
  * * controls, including validation of payment instructions and escalation of discrepancies.
• Maintain a strong understanding of internal policies, procedures, and control requirements; complete all required training within established time frames.
• Collaborate with peers across coverage groups to ensure effective handoffs, backup coordination, and knowledge sharing.
• Understand and adhere to the Company’s risk and regulatory standards, policies, and controls in accordance with the Company’s Risk Appetite.
• Identify operational, client, or risk issues and
  ** escalate
  * * promptly using clear, factual problem statements and recommended next steps.
• Maintain M&T internal control standards, including timely implementation of internal and external audit actions and resolution of issues raised by regulators, as applicable.
• Promote an environment that supports belonging and reflects the M&T Bank brand.
• Complete other related duties as assigned.

• Bachelor's degree and a minimum of 2 years’ relevant experience.
• OR in lieu of a degree,
• A combined minimum of 6 years’ higher education and/or work experience, including a minimum of 2 years’ relevant experience.
• Strong level of proficiency in use of personal computers and pertinent word processing and spreadsheet software.
• Detail-oriented.
• Excellent customer service skills.
• Excellent verbal and written communication skills.
• Proven organizational skills.
• Proven leadership skills.
• Proven problem-solving skills.
• Strong decision making skills.

• Bachelor’s degree in Finance or Business.

• Retirement or Trust administration experience.

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $62,200.00 - $ Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Buffalo, New York, United States of America