Senior Commercial Implementation Specialist
Company: M&T Bank
Posted on: January 15, 2022
Overview:Act as the liaison between Treasury Management
Consultant and Operations to -service the maintenance needs of
existing and prospective customers with a primary focus on
Commercial Banking and complex setups. -Ensure accuracy of Treasury
Management (TM) service setup . -Receive instructions from Treasury
Management Consultant and clients and submit the resulting work
order for the setup and maintenance of Treasury Management products
and services. Primary Responsibilities:
- Prepare Treasury Management Work Orders using the Treasury
Management Implementation Automation system (TMIA) and Technical
Assistance Requests. -
- Monitor and track implementation to avoid stalled or inactive
implementations. Assist the TM Consultant with gathering additional
details for the setup and maintenance of Treasury Management
products, including but not limited to internal and external
- Prepare and review TM agreements. -
- Under TM Consultant direction: prepare, distribute, and collect
customer legal agreements for clients' signatures. -
- Validate TM agreements for accuracy to include signature
verification, and submit to Treasury Management Agreement Housing
(TMAH) for processing.
- Coordinate and submit exception pricing for Commercial Banking
and complex setups.
- Coordinate RM and Sales activities for required Tier II
guidance lines for TM products through CLAS and Business Banking
Loan Processing Center (LPC) approval. Ability to work with a high
level of independence, under general supervision.
- Ability to independently research and resolve issues regarding
implementation, escalate issues as appropriate.
- Keep abreast of product lines, internal policies and
procedures, and external regulations that may impact assigned area.
Education and Experience Required:Associates Degree3 years treasury
management customer service OR onboarding experience
LocationWilliamsville, New York, United States of America
Keywords: M&T Bank, Buffalo , Senior Commercial Implementation Specialist, Other , Buffalo, New York
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