CLO Unit Manager II

Overview:
Manages administrative, relationship management and planning for one or more assigned section’s product lines or group of staff. Works closely with management and/or Product Leader and others as assigned.

• Manage relationships of varying degrees of complexity, cultivating present and prospective clients as sources of new business, including travel and client visits.
• Meet with clients to ensure quality of service and uncover opportunities for referrals for other banking services.
• Manage, coach and mentor Relationship Managers and other assigned staff members, encouraging individual and group development.
• Ensure staff is kept aware of and compliant with internal and external policies and procedures.
• In conjunction with management, lead development and implementation of process improvements to increase service, processing, profitability and regulatory compliance.
• Partner with management and colleagues to maintain all administrative, operational and risk management support for Unit.
• Participate in revenue generating efforts as assigned.
• Focus on assigned product and business lines, for internal and external relationships, develop and maintain key relationships, directly related to revenue growth.
• Collaborate and implement process improvements and enhanced risk strategies for the area.
• Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations.
• Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite.
• Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis.
• 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.

• This position manages individual development by providing coaching, feedback, and reinforcement.
• As well as effectively delegating tasks or projects.
• The position facilitates development of a sense of ownership in jobs or projects by providing clear expectations, controlling sufficient resources, encouraging responsibility and coaching.
• The position uses appropriate influence to inspire and guide individuals toward goal achievement and establishes and builds rapport by communicating with internal and external clients frequently.
• The jobholder fosters attitudes, conditions, and environments that yield improved quality and quantity to maximize performance.
• The position conducts analysis and monitors progress and results and takes appropriate measures and counter measures as required.
• Typical managerial scope of the position is up to 5,000 accounts or 5-10 staff members.

Bachelor's degree and a minimum of 3 years’ related experience, or in lieu of a degree, a combined minimum of 7 years’ higher education and/or work experience, including a minimum of 3 years’ related experience Minimum of 2 years’ work leadership and/or supervisory experience Strong customer service skills Strong verbal and written communication skills Problem resolution skills Resource management skills Strong decision-making skills

Certified Corporate Trust Specialist certification Project management skills Analytical skills Demonstrated high level of proficiency in use of pertinent word processing, spreadsheet, presentation and industry-specific software

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