Banking Services Operations Associate IV - Estate Services

M&T Bank • Buffalo, NY • 1d ago

Overview:

Provides first line consumer support to internal and external customers across moderately complex products requiring knowledge of pertinent products, a broad spectrum of legal documents, and pertinent regulations.

Primary Responsibilities:

Respond to inquiries from the Estates and/or surviving account holders of deceased customer regarding less complex, single-product, account relationships.

Complete document review of various jurisdiction-specific legal documents supporting the death of a customer and the management of their estate such as Probated Last Will and Testaments, Letters of Administration, Letters of Testamentary, and various affidavits.

Process system updates to a single system of record ensuring appropriate credit bureau coding is complete.

Work with internal business partners, including credit underwriting, Financial Crimes, the Retail Branch network, the Telephone Contact Center, Retail Servicing, and Customer Asset Management to resolve moderately complex servicing issues.

Provide timely written communication to customers responsive to their inquiries.

Complete daily quality control review of activities to ensure accuracy.

Maintain data and provide reporting for internal examinations, federal and state regulatory reviews related to estate servicing.

Respond to servicing requests from Risk, Compliance and Legal to allow us to release estate information.

Interpret legal and Bank documents for internal processing through analysis of circumstances and document recommended action steps to management.

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.

Scope of Responsibilities:

Supervisory/Managerial Responsibilities:

No supervisory responsibility.

Education and Experience Required:

Associate's Degree and a minimum of 1 year work experience, or in lieu of a degree, a combined minimum of 3 years' higher education and/or general work experience.

Proficiency with personal computers as well as pertinent spreadsheet and word processing software

Demonstrated excellent verbal and written communication skills

Demonstrated problem solving skills

Education and Experience Preferred:

Bachelor's degree

Physical Requirements:

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $20.55 - $34.25 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Buffalo, New York, United States of America

M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

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