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M&T Bank jobs in Cheektowaga, NY - 309 jobs

  • Strategic Initiatives Expert - Document Custody

    M&T Bank 4.7company rating

    M&T Bank job in Buffalo, NY

    Works closely with senior managers within the division/enterprise to manage key initiatives, including supporting critical Division/Enterprise cross-functional projects related to strategic objectives of the Bank, improving risk management and ensuring efficiency and sustainability of core processes and positioning the Bank to meet evolving regulatory expectations. Leads certain aspects of and/or support design, planning and implementation for time-sensitive, critical, programs and/or projects. **Primary Responsibilities:** + Review custody agreement and related legal documentation to identify, document, and operationalize all contractual obligations + Serves as a critical control point between Legal, Business, and Operations to ensure new and amended custody relationships are onboarded accurately, consistently, and in compliance with client, agency/non-agency, and regulatory requirements + Ensure operational teams clearly understand custody obligations, reporting requirements, service-level commitments, and exception handling prior to closing. + Participate in handoff calls and ensure contractual obligations are clearly communicated and documented. + Lead planning and implementing new products, programs and initiatives to achieve short and long-term business objectives and strategic outcomes. Support development of project roadmaps and plans. + Direct critical Bank-wide or divisional projects that may include planning, design and analysis of results, develop comprehensive documentation to align with regulatory expectations as needed, analysis of complex data sets, or analysis/optimization of data structures. + Assist with defining strategy of new initiatives within the division/enterprise. May serve as subject matter expert to drive requirements, development, and production of complex ad-hoc and automated departmental analyses and reports, including workflow, project and strategic analysis and trend reporting. + Synthesize large volumes of qualitative and quantitative information for analysis and decision-making. + Coordinate and contribute to discussions and agenda development of regular conference calls and in-person meetings of with external peers or industry groups, agencies and select US officials to share best practices and promote industry advocacy efforts. + 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. **Education and Experience Required:** + Bachelor's degree and a minimum of 7 years' relevant work experience, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 7 years' relevant work experience + Strong experience interpreting contracts and translating legal language into operational requirements + High attention to detail with strong organizational and documentation skills + Ability to identify operational risk and escalate appropriately + Ability to thrive in a fast paced environment + Ability to work independently and function as a member of a team + Coach others in their area of expertise + Excellent interpersonal and communications skills necessary for business partner relationships within and outside the organization + Self-motivated, results driven, and well organized + Ability to handle multiple tasks and work under time constraints in support of various assignments + Experience with Microsoft Office suite of products including Word, Excel, PowerPoint, Project, Visio, and Outlook or equivalent **Education and Experience Preferred:** + GCM deal closing experience + Corporate Trust Experience + Bachelor's degree in Finance, Economics, Math, Accounting, Engineering, or Business Administration; Master's degree in Business Administration (MBA) or advanced degree + Minimum of 8 years' relevant work experience + Banking/financial industry experience + Expert in Six Sigma, Lean or Process Improvement, or project management methodology + Experience with financial, regulatory and/or process analysis, and technical writing + Curious and innovative M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $107,500.00 - $179,100.00 Annual (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.
    $107.5k-179.1k yearly 27d ago
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  • Enterprise Risk Advisor (Hybrid - Buffalo, NY)

    M&T Bank 4.7company rating

    M&T Bank job in Buffalo, NY

    This position is responsible for the development and delivery of M&T's Risk Appetite within second line Enterprise Risk Management. The position is responsible for advising line management, senior leadership and executive leadership as it relates to risk of the businesses or functions supported and is expected to coordinate information sharing with other risk partners. The position will be responsible for leading development and delivery of activities that help the Bank keep pace with the evolving landscape of the risk management environment and identifying continuous improvements in the execution of practices within the Risk Management Division. The position requires the ability to function autonomously in the oversight and/or execution of one or more activities in support of the services described above and will play a key role with supporting the development of program level activities. Activities performed will help the Bank and areas supported adhere to the expectations of the enterprise risk framework and the expectations of key stakeholders, up to and including the Board. The individual is considered a subject matter expert in the businesses or functions that they support. **Primary Responsibilities:** + Support the Risk Appetite function within the Enterprise Risk Management department + Establish and maintain the Bank's Risk Appetite Framework, Risk Appetite Statement, Measures and Constraints + Work with the business and risk stakeholders to provide monthly and quarterly Risk Appetite reporting to senior management and the Board + Review and escalate Risk Appetite breaches and monitor remediation plans + Provide guidance and support in recalibrating and cascading Risk Appetite Measures and Constraints across the First Line and Second Line of Defense + Support the connectivity of Risk Appetite to the Bank's Strategy, Capital Planning, Risk Identification, and other programs + Manage eGRC tool to effectively report on Risk Appetite + Collaborate with senior leaders across the Three Lines of Defense to ensure Risk Appetite standards are met and risks are adequately addressed + Produce complex and ad hoc reports, spreadsheets and project work related to various risk disciplines based on required frequency (e.g. daily, weekly, monthly or quarterly). Periodically analyze existing reporting to identify improvement opportunities. + Collect and/or analyze of data necessary for presentations for/to senior management and governance committees. Prepare and present materials/presentations to business partners, senior and executive management. May assist with materials provided to various risk committees. + Perform highly complex analysis and judgment-based work over a standard discipline or a range of disciplines to support business decisions. Review the work of others for accuracy. + Assist in identification of program gaps and develop remediation plans to address those gaps in a timely manner. Escalate identified gaps to risk governance committees and executive management as necessary. Continuously enhance the Enterprise Risk Management program elements to improve effectiveness. Assist with the implementation of enhancements to processes. + Lead continuous improvement of existing processes and develop new processes, as well as, the planning and implementation of new projects, programs, and plans to achieve short-term and long-term business objectives. + Draft/Document or review departmental procedures and other documentation to demonstrate processes. In addition, develop value-added process improvements, resolve risk issues, and enhance reporting and/or information necessary to assess risk. Lead and/or support efforts to develop and improve training and materials utilized by the department and/or the Bank. + Indirect participation in specific regulatory inquiries, examinations and ongoing periodic status updates. Serve as a departmental representative in discussions with Internal Audit. + Participate in various risk committees and other meetings. Ensure the communication of relevant concerns or positions are taken to appropriate management. + Act as lead for departmental system support, coordinating with internal business partners, vendors and technology to address issues for the department. + Provide guidance and direction to others regarding various matters. Perform reviews of the work of others to ensure it was accurately prepared and appropriate for the intended audience. + Meet training requirements assigned by the Bank, Division and Department through self-management of appropriate, applicable, cost-effective training opportunities. Proactively pursue knowledge of new bank initiatives (i.e. Agile project management methodology). Limited travel may be required for infrequent seminars and conferences. + 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 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 **Scope of Responsibilities:** The incumbent will be responsible for Enterprise Risk Management activities as assigned, as well as build the necessary Bank-wide partnerships to support the enterprise risk division. In addition, the incumbent will partner with Risk Division leaders, Technology and work alongside business partners to ensure the necessary governance and controls are in place to control and monitor risk. Activities may include: + Support the CRO and the Bank through the management of governance and enterprise risk processes. + Support activities for laws and rules that apply across the enterprise. + Stay abreast of evolving themes in risk, understanding various internal and external factors that may impact the Bank. + Analyze information to identify risks and trending. + Support technology, such as the eGRC system, administrative and reporting processes. + Independently evaluate the area's management of key processes for the effective and efficient mitigation of risk. + Provides data, analytics and reporting that support the identification, assessment, monitoring, mitigation, and reporting of all significant risks. + Develop, administer, and monitor training and precision leadership activities for the Risk Division. + Support the automation of processes. + Support risk pillar specific processes as needed. **Managerial/Supervisory Responsibilities:** No direct management but may provide guidance to junior specialists. May serve in a mentoring capacity. **Education and Experience Required:** Bachelor's Degree plus 8 years of experience in enterprise risk management function, specially Risk Appetite (Risk Appetite Framework, Risk Appetite Statement, Risk Appetite Metric development, setting Risk Appetite thresholds, working with the business & risk management to cascade Risk Appetite) OR possibly in another risk area such as Financial Risk (credit risk, market risk, liquidity risk) related to Risk Appetite that involves setting risk limits for that risk area. OR in lieu of degree, A combined minimum twelve years' higher education and/or work experience including 8 years of experience in enterprise risk management function, specially Risk Appetite (Risk Appetite Framework, Risk Appetite Statement, Risk Appetite Metric development, setting Risk Appetite thresholds, working with the business & risk management to cascade Risk Appetite) OR possibly in another risk area such as Financial Risk (credit risk, market risk, liquidity risk) related to Risk Appetite that involves setting risk limits for that risk area. **Education and Experience Preferred:** + Master's degree or MBA + Effectively communicates with others throughout the Bank, including senior management, via phone, email or in person to obtain information necessary for the completion of reporting, project information and issue resolution. + Proficient computer skills (including spreadsheet and word processing software), analytical skills, expert knowledge of applicable laws, written and verbal communications w/ all levels. + Ability to design and implement process, control and system changes. + Knowledge of risk analytics and reporting, including the development, implementation and use of all relevant decision technologies, such as eGRC systems. + Interacts with external peers and members of professional organizations to remain aware of changing or emerging risks and proactively bring key information to team for inclusion/consideration in continuous monitoring and/or other oversight activities. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $107,500.00 - $179,100.00 Annual (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.
    $107.5k-179.1k yearly 7d ago
  • Branch Operations Lead - North Amherst - Amherst, NY

    Jpmorgan Chase 4.8company rating

    Amherst, NY job

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts. Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements. A typical day will involve assisting clients with their transactions, but it doesn't stop there. You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them. Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures. Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors. **Job responsibilities** + Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community. + Greet clients warmly as they enter the branch, making them feel valued and appreciated. Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships. + Engage clients with clear, polite communication to understand and help them effectively. Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit. + Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures. + Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience. + Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night. + Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely. **Required qualifications, capabilities, and skills** + You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently. + You are committed to maintaining a keen eye for detail and staying organized, which helps you juggle multiple tasks effectively. + You are proud of your leadership skills and operational proficiency, ensuring transaction accuracy while thriving in a collaborative team environment. + You have a strong passion for educating the branch team and partners, helping them stay connected and informed. + You excel at building meaningful connections and engaging with clients, always ready to educate them and refer them to our team of experts when needed. + You have 1+ years of retail banking experience. + You have a high school degree, GED, or foreign equivalent. + You have the ability to work branch hours including weekends and evenings. **Preferred qualifications, capabilities, and skills** + You have 6+ months of Associate Banker (Teller) experience. + You have a college degree or military equivalent. **Training and Travel Requirement** + You'll successfully complete our Branch Operations Lead Training Program before being considered for placement as a Branch Operations Lead. + You'll need to be able to travel as required for in-person training and meetings. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Amherst,NY $22.98 - $28.37 / hour
    $23-28.4 hourly 49d ago
  • GCM Client Administrator II

    Wilmington Trust 4.4company rating

    Buffalo, NY job

    Assists with most aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients. Supports less experienced account relationship managers with limited supervision. May serve as administrator for medium to large (as defined by business) and/or highly complex clients. Serves as point of contact for client regarding daily administration. Maintains daily contact with clients to address general inquiries and/or facilitate client requests. Processes all related transactions, including collecting critical documents, processing cash disbursements, trades and account balances, establishing new accounts and facilitating client requests for discretionary distributions and trust terminations. Ensures proper administrative management for accounts under responsibility. Primary Responsibilities: Oversee client relationships, making appropriate recommendations for routine internal business activities. Assist account representative(s) in revenue generating activities by providing appropriate recommendations, preparing documents for and participating in meetings. Manage daily implementation of client strategies. Foster client relationships with assigned client base, serving as primary point of contact for the client; make recommendations for services to correct and/or enhance the client experience. Resolve problems and respond to client requests in a timely manner. Manage relationships with internal and external service partners; assess issues requiring immediate attention in a timely manner and work to resolve all other issues through the normal course of business utilizing available resources. Develop and maintain industry knowledge applicable to the business and demonstrate the ability to articulate that knowledge internally and externally. Remain current on industry news applicable to the line of business. Demonstrate an in-depth knowledge of corporate policies and procedures related to the administrative role. Provide and maintain appropriate levels of controls to minimize losses. Provide effective support of team members. 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: The position may provide guidance to less experienced personnel or other staff. Education and Experience Required: Combined minimum of 4 years' higher education and/or work experience, including a minimum of 1 year relevant work experience with direct client contact Strong focus on customer service and satisfaction Strong verbal and written communication skills Education and Experience Preferred: Bachelor's degree focused on Finance, Business, Economics or Accounting and a minimum of 1 year relevant work experience with direct client contact CCTS (Certified Corporate Trust Specialist) certification if corporate trust focus Strong skills in pertinent software applications, with ability to learn new applications Experience working in a team environment Strong interpersonal skills with ability to build significant level of trust with clients Self-confident Proven ability to work well with highly capable and successful individuals Strong analytical ability Demonstrated ability to develop strong working relationships with administrative support areas appropriate to the business unit Experience contributing to positive working relationships and maintaining integrity and professionalism M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $22.61 - $37.67 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationBuffalo, New York, United States of America
    $22.6-37.7 hourly Auto-Apply 60d+ ago
  • Trading Assistant Associate - Counterparty Portfolio Management

    Bank of America 4.7company rating

    Charlotte, NY job

    The Trading Assistant Associate will work in the Counterparty Portfolio Management (CPM) line of business, covering both the XVA and Risk Optimization Group (ROG) trading desks. The XVA trading desk focuses on managing counterparty credit risk (CVA) and funding risk (FVA), hedging those risks with a variety of cross-asset derivative instruments including rates, credit, FX, commodities, and equities. The ROG trading desk has two main functions - risk optimization, which includes initial margin, GSIB, and regulatory capital optimization; and collateral trading optimization. The Trading Assistant Associate will work with both trading desk and be responsible for executing trade capture, risk validation, end-of-day and ad-hoc reporting, investigating and resolving discrepancies. Key Responsibilities: Execute trade capture, risk validation, process amendments, monitor trade clearing status, resolve discrepancies, and focus on meeting real time reporting requirements Collaborating with traders and other stakeholders including traders, trade control, counterparties, operations, finance, and compliance Monitor trades and prepare reports for the trading desks Responding to ad hoc requests and investigations promptly Participating in initiatives to drive growth, operational efficiency, and automation Identifying opportunities for process and infrastructure improvements Requirements: 3+ years of applicable Trading Assistant & Control experience at an investment firm or bank Requires product knowledge of swaps, options, forwards, and futures, and their respective life-cycle events Ability to multi-task and engage business partners for efficient resolution Demonstrates effective time management and prioritization skills. Take personal responsibility for delivering high quality work and have a track record of outperformance and delivery Ability to thrive in a dynamic, team-oriented environment - both work closely with senior members of the team and work independently Self-starter with outstanding problem solving skills Operates with a sense of urgency at all times Excellent verbal and written communication skills. Be enthusiastic, keen to learn and quick to gain an understanding of complex issues and concepts Minimum of Bachelor of Science Degree in either of Finance, Mathematics, Accounting or Economics or equivalent work experience. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$104,700.00 - $141,800.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $104.7k-141.8k yearly Auto-Apply 6d ago
  • Audit Professional Practices Consultant - Audit Methodology

    Wilmington Trust 4.4company rating

    Buffalo, NY job

    THIS ROLE WILL BE HYBRID 3 DAYS/WEEK OUT OF: BUFFALO NY, BRIDGEPORT CT, WILMINGTON DE. WILL CONSIDER HYBRID CANDIATES IN NYC AND BOSTON. MUST BE WITHIN A COMMUTABLE DISTANCE OR WILLING TO RELOCATE. This role provides senior level expertise in the professional practice of internal audit methodology and change management which requires in-depth internal audit, change management, and risk knowledge to oversee and advance the methodology of the Internal Audit division and ensure Internal Audit practices meet regulatory and industry requirements. Primary Responsibilities: Effective Internal Audit Practices Stay abreast of best practices, industry developments, and changing or emerging risks and consult with the audit teams to ensure their coverage as appropriate in assigned audits. Own and oversee the Internal Audit Division's Audit Methodology and Change Management programs by maintaining, enhancing, and innovating internal audit practices and expectations within the department in partnership with Internal Audit Management and Senior Leadership. Demonstrate thorough understanding of Internal Audit's methodology, provide sound advice to audit teams in their execution of audit procedures, and identify opportunities to enhance IA's methodology. Performs thorough industry research and analyzes the current environment to drive methodology changes in coordination with the Professional Practices Director and Chief Auditor. Design, maintain, and/or execute effective internal audit processes and reporting to support the operations of the division on a daily basis. This includes operational processes performed within the Professional Practices as well as the entire division and reporting provided to internal and external stakeholders. Successfully contributes to the success of the Division through partnership with peers and others in the execution of activities beyond those of primary ownership. Organize and complete work within established budgets and timeframes with minimal direction from audit management. Incorporate the use of data analytics throughout all aspects of the Professional Practices program. Inform and clearly demonstrate support for the department's strategic objectives. Leadership, Decision Making, and Communication Possess strong management and interpersonal skills, make sound decisions independently, exhibiting initiative and intuitive thinking. Proactively communicate with senior management members of the audit team and other key stakeholders throughout the organization. Build strong partnerships with stakeholders and audit team members. Demonstrates strong judgment, political astuteness, and sensitivity to cultural commitment. Developing Others Coach and mentor junior audit team members through knowledge sharing, tailoring the approach based upon their skills and experience. Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. 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: This role operates independently within a matrix reporting environment and is responsible for ownership of one or more programs within the Professional Practices team of the Internal Audit Division. Programs of direct ownership include: Audit Methodology and Change Management. Deliverables are of high-quality, add value to the Division and the organization, which meet professional auditing standards and regulatory expectations. This position directly communicates with Senior, Middle and Line Management and External Auditors. Builds strong partnerships with business stakeholders and other audit team members. This role also requires periodic interaction with external regulatory agencies. Managerial/Supervisory Responsibilities: May provide coaching opportunities for certain audit professionals with limited responsibility for performance management, compensation planning, or other similar duties Education and Experience Required: Bachelor's degree, preferably in Accounting, Business, Finance, Technology, Cyber security, Mathematics, Statistics or other related technical field and 7 years' of relevant experience, including 2 years' of leadership experience, or in lieu of degree, 11 years' higher education and/or work experience including 2 years' managerial experience This individual must be an articulate and effective communicator, both orally and in writing, with an energetic, charismatic, and approachable style Demonstrates strong judgment, political astuteness, and sensitivity to cultural commitment. Possesses strong project management and interpersonal skills, makes sound decisions, exhibiting initiative, and critical thinking Ability to collaborate with senior management both within the Audit Division and throughout the organization to implement change effectively Specific subject matter expertise regarding internal audit methodology and applicable regulatory expectations. Education and Experience Preferred: MBA or Master's degree in an appropriate field Related certifications (CPA, CIA, CISA or similar) Financial Services Industry experience M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $107,500.00 - $179,100.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationBuffalo, New York, United States of America
    $107.5k-179.1k yearly Auto-Apply 36d ago
  • Executive Protection and Event Security Specialist (Buffalo, NY)

    M&T Bank 4.7company rating

    M&T Bank job in Buffalo, NY

    Provides professional executive protection and event security through advance location assessment, threat analysis and the comprehensive application of protection and security protocols to ensure the safety of the Bank's executives. **Primary Responsibilities:** + Conduct thorough site risk assessments to identify vulnerabilities and threats to executive leadership. Coordinate with law enforcement and third parties to ensure security of the venue and safety of the executive(s). + Proactively plan and execute security strategies for executive protection, including, but not limited to, internal corporate functions, VIP gatherings, Board of Directors meetings, investor conferences, and public appearances. + Coordinate threat intelligence, protective intelligence, and travel security with internal Corporate Security to ensure compliance with security standards. + Coordinate with law enforcement, first responders and/or third parties to ensure the safety of the executive(s) and guests. Ensure event security through the operation of security checkpoints, access control, and emergency response procedures. + Develop and maintain security operational plans, incident reports, and after-action briefings. Review and report this information to Chief Security Officer and applicable senior leaders to track status, ensure compliance and program accountability. + Develop and implement personalized security plans to ensure safety and well-being of Bank leadership, including office and/ or event space venues, transportation, travel security and residential protection, as needed. + Organize and conduct training sessions for security personnel on best practices and emergency response. + Assist in creating and/or updating policies and procedures for daily operations and events. + Conduct routine security risk assessments for corporate offices and corporate event locations. + Assist in the development of incident response protocols in partnership with the Security Risk Management and Intelligence Operations program. + Assist in staffing the Corporate Security Operations Center (CSOC) in Buffalo, NY, as required, during significant events + Maintain a high level of discretion and professionalism when dealing with clients and sensitive situations. + Maintain excellent rapport and open lines of communication regarding requests for support, service issues, and deliverables with senior leaders. + 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 a culture of 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:** This individual is a member of M&T Bank's Corporate Security Executive Protection and Event Security team. This role requires comprehensive experience and expertise in conducting advance security planning, professionalism, and discretion in dealing with senior executives and their respective staff, appropriate handling of emergency situations, and strong collaboration in building trust as a subject matter expert on event security arrangements and crisis response. Travel within the Bank's footprint, including potential international travel, is required to complete job duties. **Supervisory/Managerial Responsibilities:** No Supervisory Responsibilities **Education and Experience Required:** + Bachelor's degree and a minimum of 3 years' relevant work and/or military 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' relevant work and/or military experience + Demonstrated experience in providing security services for corporate events + Demonstrated experience in working with C-suite executives in delivering executive protection recommendations and provisions + Basic First Aid, CPR and AED trained and certified (or willing to obtain certification within first 3 months of employment) + Possess a valid U.S. Passport + Strong decision-making skills + Strong crisis management skills + Demonstrated firearms proficiency, and willingness to carry a firearm in furtherance of job duties, as applicable to role and jurisdiction + Ability to obtain a Concealed Carry Weapon (CCW) permit and Armed Guard Registration Card in assigned region and as required by state law **Education and Experience Preferred:** + Minimum of 5 years' work experience in corporate security, law enforcement and/or military police specializing in protection-related deliverables + Prior experience in delivering security recommendations for events and travel and in a corporate environment + Experience communicating directly and diplomatically with various levels of leadership + Experience understanding and analyzing complex business problems and making sound decisions and recommendations + Membership in industry associations or certification in a related security field (Executive Protection Training/Certification) + Ability to perform first aid and basic emergency life saving techniques when needed with preferred certifications such as Emergency Medical Technician (EMT); maintains any related certifications **Physical Requirements:** Ability to drive and operate vehicles safely Capability to stand, walk, and/or sit for extended periods Ability to lift 50 pounds Ability to respond rapidly to emergencies, including running short distances and transitioning quickly between movements such as sprinting, kneeling, and/or defensive positioning Availability and ability to travel within the Bank's footprint, including internationally Capability to sustain prolonged periods of biking, walking, standing, and/or sitting in vehicles as part of protective operations Ability to perform effectively during extended shifts, inclement weather, irregular hours, and/or high stress environments 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 - $103,600.00 Annual (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.
    $62.2k-103.6k yearly 20d ago
  • Audit Professional Practices Consultant - Training

    Wilmington Trust 4.4company rating

    Buffalo, NY job

    THIS ROLE WILL BE HYBRID 3 DAYS/WEEK OUT OF: BUFFALO NY, BRIDGEPORT CT, or WILMINGTON DE. WILL CONSIDER HYBRID CANDIDATES IN NYC OR BOSTON, MA. MUST BE WITHIN A COMMUTABLE DISTANCE OR WILLING TO RELOCATE. This role provides senior level expertise in the professional practice of internal audit training development and delivery which requires in-depth internal audit and risk knowledge to properly assess, support, develop, and deliver effective training to the Internal Audit Division. Primary Responsibilities: Effective Internal Audit Practices Stay abreast of best practices, industry developments, and changing or emerging risks. Performs thorough industry research and analyzes the current environment to drive effectiveness and innovation in Internal Audit training. Design, maintain, and/or execute an effective Internal Audit training program that contributes to IA's conformance to professional auditing standards and IA's methodology while aligning to regulatory expectations. Successfully contributes to the success of the Division through partnership with peers and others in the execution of activities beyond those of primary ownership. Organize and complete work within established budgets and timeframes with minimal direction from audit management. Incorporate the use of data analytics throughout all aspects of the Professional Practices program. Inform and clearly demonstrate support for the department's strategic objectives. Leadership, Decision Making, and Communication Possess strong management and interpersonal skills, make sound decisions independently, exhibiting initiative and intuitive thinking. Strong presentation skills in both physical and virtual environments. Ability to tailor communication and training content to all experience levels of the Internal Audit department. Proactively communicate with senior management members of the audit team and other key stakeholders throughout the organization. Build strong partnerships with stakeholders and audit team members. Demonstrates strong judgment, political astuteness, and sensitivity to cultural commitment. Developing Others Coach and mentor junior audit team members through knowledge sharing, tailoring the approach based upon their skills and experience. Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. 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: This role operates independently within a matrix reporting environment and is responsible for ownership of one or more programs within the Professional Practices team of the Internal Audit Division. Programs of direct ownership may include one or more of the following: Training. Deliverables are of high-quality, add value to the Division and the organization, which meet professional auditing standards and regulatory expectations. This position directly communicates with Senior, Middle and Line Management and External Auditors. Builds strong partnerships with business stakeholders and other audit team members. This role also requires periodic interaction with external regulatory agencies. Managerial/Supervisory Responsibilities: May provide coaching opportunities for certain audit professionals with limited responsibility for performance management, compensation planning, or other similar duties Education and Experience Required: Bachelor's degree, preferably in Accounting, Business, Finance, Technology, Cyber security, Mathematics, Statistics or other related technical field and 7 years' of relevant experience, including 2 years' of leadership experience, or in lieu of degree, 11 years' higher education and/or work experience including 2 years' managerial experience. This individual must be an articulate and effective communicator, both orally and in writing, with an energetic, charismatic, and approachable style. Demonstrates strong judgment, political astuteness, and sensitivity to cultural commitment. Possesses strong project management and interpersonal skills, makes sound decisions, exhibiting initiative, and critical thinking. Ability to collaborate with senior management both within the Audit Division and throughout the organization to implement change effectively. Specific subject matter expertise regarding internal audit methodology and/or applicable regulatory expectations. Education and Experience Preferred: MBA or Master's degree in an appropriate field Related certifications (CPA, CIA, CISA or similar) Financial Services Industry experience M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $107,500.00 - $179,100.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationBuffalo, New York, United States of America
    $107.5k-179.1k yearly Auto-Apply 36d ago
  • Assistant General Counsel - Commercial Lending

    M&T Bank 4.7company rating

    M&T Bank job in Buffalo, NY

    ** Work Arrangement/Location: This is a hybrid position requiring in-office work three days every week. Ideally the position will be based in Buffalo, NY but may be in an M&T office in, Baltimore, MD, NYC, NY, Wilmington, DE, Bridgeport, CT, Paramus, NJ, or Washington, DC. There might be potential for a remote work arrangement, within the United States, if the final candidate is not near one of the above locations. Overview: The successful candidate will join a small team of seasoned attorneys in the Commercial Lending practice group in the Legal Department of M&T Bank Corporation (NYSE: MTB), providing legal counsel and support to various commercial lending segments within the Commercial Division of M&T Bank, a New York state-chartered bank with branches and commercial lending offices in multiple states throughout the northeast United States. The ideal candidate will have several years of high-quality experience with advising and representing financial institutions on legal and regulatory matters related to the documentation, negotiation, closing and servicing of commercial lending transactions - including both bilateral and syndicated loans - collateralized primarily by business assets and owner-occupied real estate. Primary Responsibilities: Promptly address day-to-day legal and other related risk issues arising in connection with proposed, new and existing commercial lending transactions, including advising bank officers at various levels and across various functions Drafting, reviewing, negotiating and revising commercial loan documents Maintaining and enhancing template commercial lending agreements and related forms (both home-grown and vendor-based) for use in documenting commercial lending transactions Interface with and assist with the management of approved outside legal counsel Drafting and coordinating guidance and communications with outside legal counsel used to close commercial lending transactions Advising internal clients on the development, implementation and expansion of new credit products, services, markets and distribution channels (e.g., digital lending and electronic signatures) Monitoring and advising internal client groups on any relevant federal and state laws, regulations and guidelines relating to commercial lending (e.g., UCC Article 9 and related articles, ECOA and Regulation B, FCRA, Fair Lending, Anti-Tying Regulations, Reg H Flood Insurance, etc.) and providing support to enterprise-wide compliance efforts Proactively identifying, evaluating and escalating legal and regulatory risks relating to commercial lending business activities, and working collaboratively and cohesively with first-line and second-line risk functions to effectively address and mitigate risks Providing Legal Department representation and support for various Commercial Division committees, project teams and working groups, as needed Monitoring industry developments and participating in industry groups/committees, as needed Developing and maintaining trusted working relationships with M&T Legal Department colleagues and internal clients, including loan officers, managers, risk management, compliance and audit partners, loan operations areas and other internal support partners. Contribute to the development and presentation of commercial lending training programs for internal clients Execute on strategic direction, policies and guidelines for the M&T Legal Department Supervisory/ Managerial Responsibilities: Provide guidance to junior staff members; may supervise Paralegals and administrative staff. Education, Experience and Skill Requirements: J.D. degree from an accredited law school Admitted and in good standing with the state bar of New York and/or other states in the M&T footprint Minimum of 4 years' experience as an attorney or other relevant legal experience Experience in a lead counsel, client-facing role in the commercial lending space required Strong familiarity with commercial lending documents of various types required Self-motivated and strong/proactive work ethic Ability to effectively, efficiently and independently identify legal issues, evaluate legal risks, and offer practical recommendations and solutions Strong interpersonal and organizational skills Effective collaborator and team player Strong analytical and decision-making skills Excellent writing and verbal skills Education, Experience and Skills Preferred: 5+ years of experience in a lead counsel, client-facing role in the commercial lending space is highly preferred M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $139,700.00 - $232,900.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationBuffalo, New York, United States of America
    $139.7k-232.9k yearly Auto-Apply 23d ago
  • GCIB - COO Organization Global Corporate Banking COO Business Support Manager, VP

    Bank of America 4.7company rating

    Charlotte, NY job

    Our Global Corporate & Investment Banking (GCIB) business focuses on building long-term relationships with large U.S. and multinational corporations, financial institutions and financial sponsors. GCIB provides strong advisory expertise, capitalizing on powerful mergers and acquisitions, corporate banking, treasury, debt and equity product expertise to deliver integrated financial solutions. The Global Corporate Banking (CBK) business, which is part of GCIB, delivers credit, financing, cash management, payments and risk management solutions to more than 2,200 multi-national corporations around the world. Our global team of bankers, in partnership with the other lines of business, provide top-ranked product solutions, regional and cross-border expertise, and best-in-class service quality to corporate, financial institution and multinational clients. Job Overview The Business Support Manager partners closely with and works directly for the CBK COO. Together, they serve as strategic advisors to the Business Head and leadership team, focused on driving productivity and initiatives to help lead and manage their global business. Some key areas of focus include business strategy and planning, senior management presentations, client franchise analyses, business and banker performance measurement, competitor benchmarking, client information systems development/enhancements, internal and external communications, and business initiatives. Business Support Managers are called upon to: Develop and generate performance reports focused on raising business and team performance using Excel, PowerPoint and other business intelligence reporting tools to help the group leaders more effectively manage their businesses Assist in creating business presentations on strategy, business performance, planning initiatives and other materials for internal and external audiences Support process improvement, technology enhancements, and required governance for roll-out and sustainability Communicate and interact with team members across business manager functions, finance, enterprise credit, operations and technology Assists in execution of business governance activities including identification and management of issues and monitoring and testing of controls for the business Assist with a variety of ad hoc assignments, typically with time constraints and quick turnarounds Administrative duties related to ensuring accurate data in our internal systems that drive many of the underlying business processes Qualifications Seeking an ambitious, independent, and hardworking candidate with an interest in Corporate Banking. An ideal candidate would have 5+ years of financial Operations, and general business support experience in the corporate & investment banking business, though lack of experience is not a barrier to a candidate who proves willing to put in the effort to learn quickly. Bachelor's degree is required and some financial background is helpful. Intermediate to advanced excel and powerpoint experience is essential in the role. Candidates must demonstrate a combination of business aptitude, quantitative skills and strong written and verbal communication skills. Business Support Managers are required to manage several projects at once and work effectively as an individual and as part of a team. Key characteristics Attention to detail, ability to grasp concepts quickly, Ability to multi-task Experience in managing critical projects and achieving successful results Initiative, leadership, strong work ethic, positive attitude, and the ability to work effectively under pressure and tight deadlines Absolute professional integrity and team focus are essential. The job is demanding and challenging and offers tremendous opportunity for growth, access to senior leadership, and the potential for taking a dynamic role in shaping your career. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$100,000.00 - $175,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $100k-175k yearly Auto-Apply 60d+ ago
  • Release Train Engineer

    M&T Bank 4.7company rating

    M&T Bank job in Buffalo, NY

    Serves as the Release Train Engineer (RTE) for a large, enterprise-wide cloud migration initiative, providing servant leadership and coaching to an Agile Release Train (ART) composed of multiple cross-functional teams. Leads and mentors a team of Scrum Masters to advance Agile maturity across the program. Applies Agile principles and practices to ensure effective Program Increment (PI) planning, facilitate Scrum of Scrums, and drive alignment across teams. Maintains transparency into delivery predictability and forecasting, keeping stakeholders informed of progress and risks. Removes impediments, fosters collaboration, and ensures the program backlog is clearly defined and prioritized to maximize value delivery. Keeps the ART on track to achieve successful outcomes for the organization while promoting continuous improvement and a culture of agility. **Primary Responsibilities:** + Organize and facilitate program level communication and ceremonies, including PI planning events, Scrum of Scrums, ART Synchs (synchronizations) and retrospective ceremonies. + Work closely with Senior Product Owners to ensure alignment on the value of features, facilitate the intake of work, prioritize the program backlog and distribute work to the teams within the ART. + Keep stakeholders informed of the ART's progress utilizing program level reporting, tools and dashboards to ensure alignment with program objectives and overall vision of the organization. + Ensure successful delivery of value by enabling program level transparency, predictability, forecasting and coordinating release planning activities. + Manage risks, facilitate alignment, provide transparency, identify dependencies and remove impediments within the ART. + Lead and coach Scrum Masters within the ART. + Influence senior leaders and coach the ART teams to ensure use of Agile practices and principles. + Work with other RTEs across the organization to resolve process issues and optimize execution based on key metrics and performance indicators. + Participate within and grow Agile Communities of Practice to foster continuous improvements to agile practices and delivery. + 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. **Managerial/Supervisory Responsibilities:** The jobholder has direct management responsibility for 4 - 10 Scrum Masters working on teams within the ART. **Education and Experience Required:** Bachelor's degree and a minimum of 7 years' experience working at the program level across multiple cross-functional teams, with a focus on work prioritization, removal of obstacles and leading communication with stakeholders to ensure successful delivery of value for the organization, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 7 years' experience working at the program level across multiple cross-functional teams, with a focus on work prioritization, removal of obstacles and leading communication with stakeholders to ensure successful delivery of value for the organization Minimum of 2 years' proven managerial, supervisory and/or work leadership experience **Education and Experience Preferred:** + Minimum of 5 years' experience as a member of an agile team + Minimum of 3 years' experience as a Scrum Master and/or Product Owner + Depth of knowledge in an IT execution role (e.g., Scrum Master, Release Train Engineer or Product Owner) + Proven track record of success executing in a scaled Agile environment + Prior experience with program level reporting + Prior experience fostering team self-organization and continuous improvement + Knowledge of Agile and Lean principles and practices + Experience developing/managing digital capabilities + Understanding of Design Thinking principles + Strong verbal and written communication skills + Prior experience leading through influence \#LI-JB3 M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $123,600.00 - $206,000.00 Annual (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.
    $123.6k-206k yearly 15d ago
  • Wealth Management Banking Specialist

    Bank of America 4.7company rating

    Buffalo, NY job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for partnering with Merrill Financial Advisors (FAs) to deliver banking and borrowing solutions to their clients. Key responsibilities include creating relationships with FAs to deepen Merrill client relationships by connecting them to consumer banking solutions and providing ongoing servicing of those solutions. Job expectations include providing comprehensive banking solutions to clients, serving as a digital product expert, as well as identifying and encouraging FA client referrals to other Bank of America specialists. Responsibilities: Emphasizes broader banking implications and benefits to Financial Advisors (FAs) and their teams to promote incorporation of banking into day-to-day FA practices and operations Partners with Financial Advisor teams to educate clients on banking products and help navigate complex client situations Delivers a high-quality client experience that is consistent with the expectations of a Wealth Management client by providing comprehensive financial solutions to clients, including managing expenses, building wealth, and managing debt Ensures exceptional client service quality delivery by supporting the operational execution of tasks and conducting follow-up routines to meet client needs Understands and accesses the full breadth of resources across the bank to create opportunities that meet a client's diverse financial needs Required Qualifications: Demonstrates proven results exceeding goals in a client-centric, results-driven environment Possesses strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building relationships and demonstrates a commitment to providing personalized service Has demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals Exhibits proven client service skills and the ability to resolve problems independently or escalate as needed to promote client satisfaction Can build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Demonstrates initiative, a commitment to continuous learning and the ability to adapt to changing demands and requirements to grow one's career Applies strong critical thinking and problem-solving skills to meet clients' needs Displays strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills Can learn and understand technology to assist clients with the latest in Digital and Digital banking Desired Qualifications: Experience in the financial services industry working with high-end clients providing advice on products and solutions for any stage of their lives Knowledge of banking (lending/savings/transactional) and investing products and services along the latest online and digital capabilities Prior sales experience in a salary plus incentive environment with individual goals, where goals were routinely met or exceeded Prior experience providing excellent service to high-end clients and excelling in that environment Skills: Deposit Solutions Product Knowledge Customer and Client Focus Influence Relationship Building and Networking Executive Presence Sales Performance Management Analytical skills Presentation skills Influencing skills Problem solving Active listening and Communication skills Relationship Building Industry knowledge Time management Resilience Collaboration Business development focus Ability to overcome objections. Minimum Education Requirement: Bachelors Degree preferred, High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - Buffalo - 50 FOUNTAIN PLZ - KEY TOWER (NY3050) Pay and benefits information Pay range$70,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $70k-90k yearly Auto-Apply 41d ago
  • Teller

    M&T Bank 4.7company rating

    M&T Bank job in North Tonawanda, NY

    Specializes in our branch customer experience through digital engagement, lobby management, transactional processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner. **Primary Responsibilities:** Adhere to the established customer service standards and provide a differentiated experience by understanding customer needs and delivering solutions in moments that matter most to them. Educate our customers through shoulder-to-shoulder digital demonstrations; identify self-service opportunities that meet the customer's identified needs. Actively engage in lobby management, meeting and greeting customers and proactively inquiring and taking ownership to address the customer's immediate need. Accurately balance and process customer transactions efficiently following Bank Policy. Take ownership of escalated account services issues until resolution; complete and accurately log all customer complaints in the appropriate system. Transition identified sales opportunity and provide introduction to appropriate banking partner. Complete branch-related operational activities as appropriate (e.g cash ordering, vault, ATM, and wire transfer activities). Process customer/account maintenance accurately. Complete Consumer AML (Anti-Money Laundering)/BSA (Bank Secrecy Act)/ KYC (Know Your Customer related activities. Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. 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:** The position is responsible for providing exceptional service to branch customers and resolving routine customer problems in a timely manner. It is important for the jobholder to exemplify empathy, customer centricity, flexibility and adaptability, digital fluency, entrepreneurial spirit and critical thinking in support of the Company's culture and brand. The position is responsible for interacting with appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately. It is important for the position to stay current on operational changes and demonstrate good risk management decisions to assist the branch in managing preventable losses and reducing fraudulent activity. **Managerial/Supervisory Responsibilities:** Not Applicable **Education and Experience Required:** High school diploma or equivalent (GED) and minimum of 6 months customer service experience, including data entry and/or cash handling experience Proven verbal communication skills Proven interpersonal skills Proven ability to demonstrated exceptional customer service Well-organized Proven time management skills Proven prioritization skills Proficient with internet user-level technology **Education and Experience Preferred:** Bilingual based on branch needs **Physical Requirements:** Ability to stand for long periods of time Prolonged use of hands and fingers Ability to lift light to heavy objects weighing 5lbs - 30 lbs. Ability to read fine print Ability to interact with customers in an open face to face work environment M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $18.00 - $26.21 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** North Tonawanda, New York, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
    $18-26.2 hourly 7d ago
  • J.P. Morgan Wealth Management - Private Client Advisor - Buffalo, NY

    Jpmorgan Chase & Co 4.8company rating

    Buffalo, NY job

    JobID: 210658096 JobSchedule: Full time JobShift: Base Pay/Salary: Buffalo,NY $60,405.80-$60,405.80 At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities * Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity * Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity * Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments * Provide a holistic view of clients' needs and financial coaching beyond investments * Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills * At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners * Demonstrated ability and commitment to goals-based planning and advice * A valid and active Series 7 * A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment * A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills * Certified Financial Planning (CFP) certification is preferred * Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
    $60.4k-60.4k yearly Auto-Apply 49d ago
  • Sr. Merchant Sales Officer- Global Commercial Banking - Healthcare - Mid Atlantic Region - MD, DC, VA

    Bank of America 4.7company rating

    Charlotte, NY job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! The Sr Merchant Sales Officer (MSO) manages a portfolio of clients and prospects, providing Merchant advisory and positioning and selling solutions that address their Merchant's processing needs. The Sr MSO proactively identifies opportunities to grow net new business to the firm, provides high level advisory to deepen relationships with existing clients by working closely with Global Commercial Banking, Global Transaction Services, and the broader Merchant organization. This individual can provide a high level of advisory to clients and translate these opportunities into incremental business for the firm. Candidates should possess a deep understanding of the client's commerce ecosystem and the ability to consult with them on ways to integrate and leverage our suite of solutions effectively. They will work across a matrixed coverage organization to deliver responsible growth and serve as the first point of contact for our bankers, Treasury Sales Officers, and leaders on merchant business development, advice and overall portfolio management activities. This position requires travel to in-person meetings with clients, internal partners and senior leaders within the firm. They often are facing off with the C-Suite in companies. The Sr MSO will be focused on the healthcare industry in general, but will be specifically working with large hospital, health system, healthcare insurance providers, healthcare technology, insurance payors and pharma/life science clients of the bank, and will need to have a deep understanding of healthcare payments, revenue cycle and the HIS, EMR/EHR and revenue cycle systems that those clients utilize to power their businesses. Regional/LOB aligned associates will need to have a deep and wide understanding of the healthcare industry, payment ecosystem, merchant and transaction processing and how to match our solutions against the needs of our clients. The role also includes all sales administration functions, including developing and maintaining a strong pipeline, pre-call planning, client needs assessments, preparation and presentation of product proposals, price/cost analysis, business reviews, submission of implementation documentation, ongoing client relationship management and contract renewals. Associates should be available to meet with clients, prospects, and teams in person to represent the firm. Required Skills: Consultative sales experience with Business Banking, Large Corporate, and/or Commercial Banking clients • Experience within the Healthcare industry, either with healthcare services providers, payors, technology providers or pharma/life sciences • 5+ years of Core Acquiring (Credit/Debit) industry experience, Treasury or Digital Receivables/Payment experience • 5+ years of direct sales experience • Expert knowledge of healthcare software system (EHR/EMR, PMS, other payment and revenue cycle application) payment interfaces * Strong analytical and organizational skills * Demonstrated experience working with 3rd party VAR's and software platforms * Understanding of healthcare related payment applications, competition/competitive landscape in the payments industry particularly in healthcare, EHR/EMR practice management systems and revenue cycle solutions), data security (PCI), pay-provider-patient payment workflows and interdependencies, etc. Expert knowledge of Digital Payments/Receivables, Merchant, or Treasury experience • 3-5 years of sales/portfolio management experience, including C-level sales • Proven experience in cultivating and strengthening client relationships with senior levels • Proven ability to coach colleague with less experience and or knowledge • Demonstrated ability to work independently toward the achievement of personal and team goals • Demonstrated effective communication skills, including written, oral and presentation skills • Effective planning, prioritization, and time management skills • Proven ability to develop and maintain a healthy pipeline • Ability to quickly learn various sales applications Desired Skills: • Bachelors Degree or equivalent preferred Shift: 1st shift (United States of America) Hours Per Week: 40
    $110k-141k yearly est. Auto-Apply 60d+ ago
  • Branch Support Manager

    Wells Fargo 4.6company rating

    Buffalo, NY job

    **About this role:** Wells Fargo is seeking a Branch Support Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com (********************************************* . **In this role, you will:** + Lead or participate in support functions for multiple business groups and contribute to large scale strategic initiatives + Lead in the execution of various supervisory approvals for the Brokerage Support team including, supervisory review and approval of operational transaction requests including but not limited to, asset movement, account maintenance, order errors, document approvals and various remediation projects to ensure timely completion, quality, and compliance + Lead, participate and collaborate with peers, colleagues and mid-level managers in adherence, development and interpretation of policies, procedures, and compliance requirements + Act as the primary point of escalation for operational controls, technology and service inquiries from Financial Advisors, Client Associates, Operations and other branch and Support Center employees to resolve complex issues related to work allocation, and daily operations + Lead or participate in research and resolving moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy, policies, procedures, and compliance requirements + Work independently to identify, strategize and make recommendations for support function by providing support and leadership + Provide leadership in management of relationships, participate in planning and execution of programs, services, and initiatives that may include risk mitigation, efficiency, and customer experience with cross functional business partners + Identify and provide consultation on opportunities for process improvement and risk control development + Lead and support the onboarding, training, recognition, engagement, and development of new and existing Client Associates within designated markets + Lead projects, teams or serve as a mentor for those who are less experienced; guide talent development and assist local management in hiring talent for Client Associates within assigned markets **Required Qualifications:** + 4+ years of Financial Services Industry experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education + US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 or 7 and 66 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration **Desired Qualifications:** + 1+ years of leadership experience + Successfully completed FINRA Series 9/10 to qualify for immediate registration (or FINRA recognized equivalents) + Familiarity with Support Center model + Knowledge and understanding of branch exams and regulatory requirements from an operational support perspective + Strong client service skills + Strong attention to detail and accuracy skills + Effective organizational, multi-tasking, and prioritizing skills + Strong verbal, written, and interpersonal communication skills **Job Expectations:** + US only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position. FINRA Series 65 or 66 examinations or equivalent must be completed within either a 90 or 180-day time period, depending upon number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required + This role requires a FINRA supervisory license and may require working in the assigned office location for at least one year from the hire date. Any supervisory role employee holding a FINRA supervisory license, who has answered affirmatively to certain Form U4 Section 14 regulatory questions/disclosures, will be ineligible to work from a location other than their assigned office location + Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. + This position is not eligible for Visa sponsorship. + Ability to travel up to 20% of the time. This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. **Posting Locations:** 125 High St., Boston, MA 02110 130 Turner St Building 3 -8th Fl, Waltham, MA 02453 6390 Main St., Buffalo, NY 14221 400 Meridian Centre Blvd, Suite 210, Rochester, NY 14618 500 Plum Street, 5th Floor Bridgewater Place, Syracuse, NY 13204 4 Tower Place 9th Fl, Albany, NY 12203 180 Battery St Suite 300, Burlington, VT 05401 1 Portland Sq Ste 600, Portland, ME 04101 Massachusetts - Boston Pay Range: $92,000 - $145,000 Annually Massachusetts - Waltham Pay Range: $85,000 - $133,000 Annually New York - Buffalo Pay Range: $85,000 - $133,000 Annually New York - Rochester Pay Range: $85,000 - $133,000 Annually New York - Syracuse Pay Range: $85,000 - $133,000 Annually New York - Albany Pay Range: $85,000 - $133,000 Annually Vermont - Burlington Pay Range: $77,000 - $121,000 Annually May be considered for a discretionary bonus, Restricted Share Rights, or other long-term incentive awards. Other locations within the support center may be considered. **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $77,000.00 - $145,000.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 27 Jan 2026 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-515801
    $92k-145k yearly 6d ago
  • Auditor - Commercial, Credit, & Risk Mgmt.

    Wilmington Trust 4.4company rating

    Buffalo, NY job

    THIS ROLE WILL BE HYBRID (3 DAYS/WEEK) OUT OF: BUFFALO NY, BRIDGEPORT CT, or WILMINGTON DE. MUST BE WITHIN A COMMUTABLE DISTANCE OR WILLING TO RELOCATE.Overview: Participates in all phases of the audits across their assigned projects. Assists in completion of annual risk assessments, continuous auditing, and remediation plan validations as assigned, under supervision of a Lead Auditor or Manager. Primary Responsibilities: Participate in audits by executing assigned tasks in accordance with the Division's methodology and professional standards. Complete work within the established timeframes with guidance by a Lead Auditor or Manager. As part of audit execution, conduct effective walkthroughs, accurately identify risks and controls within the process, design and execute effective testing approach with guidance by a Lead Auditor or Manager. Conduct effective root cause analysis of identified findings with guidance by a Lead Auditor or Manager. Actively participate in meetings with business management and provide updates on their respective areas of testing. Participate in other assurance activities (including continuous auditing, product delivery assessments, validation procedures, investigations, and retrospective reviews) under the supervision of a Lead Auditor or Manager, utilizing modernized assurance methodologies, tools, and approaches and in accordance with the Division's methodology. Document the work, including findings, in clear and concise fashion in accordance with the Division's methodology. Embrace innovative change. Understand how to effectively incorporate data analytics. Actively seek out knowledge in the areas of assigned audit activities. Embrace the culture of engagement and belonging . 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: This individual is responsible for executing and documenting assigned assurance activities to support the delivery of audit reports that are in conformance with professional auditing standards. They report to an Audit (Senior) Manager. Supervisory/Managerial Responsibilities: Not Applicable Education and Experience Required: Bachelor's degree and a minimum of 2 years' work experience or successful completion of the MDP (Management Trainee program), or in lieu of degree, a combined minimum of 6 years' higher education and/or work experience, including a minimum of 2 years' work experience or successful completion of the MDP (Management Trainee program) Proven analytical skills Proven critical thinking skills Effective verbal and written communication skills Willingness to challenge the status quo and defend conclusions when challenged Education and Experience Preferred: Bachelor's degree in Accounting, Business, Finance, Technology, Cybersecurity, Mathematics, Statistics, or other related technical field MBA or Master's degree in an appropriate field Related professional certifications Financial services experience #LI-RS1 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 - $103,600.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationBuffalo, New York, United States of America
    $62.2k-103.6k yearly Auto-Apply 60d+ ago
  • Commercial Payment Sales Consultant I

    M&T Bank 4.7company rating

    M&T Bank job in Buffalo, NY

    Responsible for developing new merchant sales business, expanding existing business relationships, and servicing the Bank's merchant sales clients, including handling high touch client accounts. Capable of working with the larger, more sophisticated business clients with the most complex merchant needs. Represents the department on division and cross-functional committees. Works closely with Relationship Managers and Unit Managers, as well as clients at the Executive Level. Considered a subject matter expert on Merchant Sales product benefits and services with various industries and lines of business. **Primary Responsibilities:** + Meet with existing business clients to expand relationships and to ensure proper servicing of clients. + Capable of managing complex business relationships within assigned portfolio. + Responsible for all phases of sales process from referral through implementation. + Call on prospective business clients to develop new merchant sales opportunities through a consultative sales approach. + Analyze clients' current payments structure and pricing, and develop customized solutions to meet the clients' needs. Prepare and present sales presentations and proposals (for both internal and external audiences), illustrating customized solutions, industry trends, as well as features and benefits of the recommended product offerings. + Act as a partner with Relationship Managers to market Commercial Payments services to clients and prospects. Provide consultative training to ensure an understanding of the Bank's product offerings, and communicate product changes and enhancements. + Provide input to management regarding client and prospect pricing structure. Work with management on a proposal for Relationship Managers. + Assist Regional Sales Manager in executing sales strategies and in meeting or exceeding departmental goals. + Participate in the development of strategic business plans and sales campaigns for target clients and prospects. **Scope of Responsibilities:** This position reports to the Merchant Sales Regional Sales Manager and is responsible for participating in the development, expansion, and maintenance of the bank's treasury management business. Works closely with Relationship and line of business managers, as well as clients at the Executive level. Considered a subject matter expert of Merchant Sales product benefits and services and is a line of business expert for business units supported. **Education and Experience Required:** Bachelor's degree , Minimum of 3 years Commercial Payments sales experience or comparable banking experience OR in lieu of a degree, 4 years relevant work experience **Education and Experience Preferred:** CTP preferred M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $71,600.00 - $119,300.00 Annual (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.
    $71.6k-119.3k yearly 8d ago
  • Portfolio Manager - Executive Wealth Services

    Bank of America 4.7company rating

    Charlotte, NY job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for working with complex, high-net-worth investors to create customized investment strategies in partnership with Senior Managers. Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. Job expectations include helping teams to drive client retention and business development, while mentoring associates. Responsibilities: Works to understand the client's situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews Collaborates with teammates to deliver the bank's full array of integrated solutions, such as equities, fixed income, alternative investments, and Specialty Asset Management as appropriate Engages with clients to review investment performance and anticipated market changes based on economic and industry analysis Stays up-to-date on recommendations from the Chief Investment Office, current market conditions, and economic trends to anticipate and mitigate investment risks Develops meaningful relationships with clients, while demonstrating the highest care, skill, diligence, and ethics Required Qualifications: Minimum of 10 years of investment decision making and financial consulting experience working with high-net-worth and ultra-high net worth clients Has held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field Knowledge of fiduciary and financial products and services through extensive related work experience Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school Skills and experience in negotiating, delegating, leadership, superior client service and relationship management Desired Qualifications: Bachelor's Degree or higher in Finance, Accounting, Economics or related field or equivalent financial services/business experience Graduate Degree such as MBA or JD preferred Holds appropriate credentials such as CPA, CFP and/or CFA designation The ideal candidate will bring an appropriate mix of financial services expertise, management and business development experience 2+ years of Private Bank Experience Skills: Advisory Client Investments Management Customer and Client Focus Investment Management Presentation Skills Active Listening Analytical Thinking Attention to Detail Client Experience Branding Valuation Ethics and Practice Standards Collaboration Critical Thinking Data Quality Management Trading Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NJ - Florham Park - 500 Campus Dr - Morristown (NJ6520), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$105,000.00 - $175,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $105k-175k yearly Auto-Apply 5d ago
  • Universal Banker

    M&T Bank 4.7company rating

    M&T Bank job in Buffalo, NY

    Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers. Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned branch. Holds customer appointments scheduled by customers and/or branch team as well as walk-in appointments to identify customer needs; refers complex customer needs to the appropriate team member/partner. **Primary Responsibilities:** Educate customers and explain features and benefits of Consumer and Business Banking solutions; make recommendations based on the customer's identified needs. Engage customers in a variety of ways to bank with us and provide solutions to meet their needs, encouraging and supporting the use of digital capabilities in customer interactions. Explain the high-level criteria used to decision loan applications. Complete servicing-related responsibilities specific to Consumer and Business Banking customer relationships and lead with inquiries to identify opportunities to solve for other banking needs. Follow the Bank's sales process and provide simplified, customer-focused advice and guidance. Proactively reach out to customers to contribute to the retention and expansion of all Consumer and Business Banking relationships. Adhere to established customer service standards and provide a differentiated experience by understanding customer needs and delivering solutions in moments that matter most to them. Actively engage in lobby management, meeting and greeting customers and proactively inquiring and taking ownership to solve their banking needs. Introduce appropriate banking partner when servicing needs present an opportunity for a product solution. Assist and stay current with the Consumer and Business Banking AML (Anti-Money Laundering), BSA (Bank Secrecy Act) and KYC (Know Your Customer) processes and related activities. Identify and escalate cases of suspected fraud. Resolve and accurately log all customer complaints in the appropriate system. Review, approve and help resolve Consumer and Business Banking customer overdrafts. Accurately complete customer transactions. Complete related operational activities required by assigned branch, including documenting interactions and appointments with customers using the appropriate system. Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. 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. Responsible for meeting and maintaining registration requirements under the Federal SAFE Act. Complete other related duties as assigned. **Scope of Responsibilities:** The position is responsible for providing exceptional service to branch customers and resolving customer problems in a timely manner. The position is a key driver of sales and the customer experience within the branch. The position is responsible for interacting with appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately. It is important for the jobholder to exemplify empathy, customer centricity, flexibility and adaptability, digital fluency, entrepreneurial spirit and critical thinking in support of the Company's culture and brand. In functioning in multiple capacities within the branch, it is important for the jobholder to be adaptable to service any and all banking needs of the customer, inclusive of new account opening or loan origination, problem resolution, video conferencing and processing of transactions. **Managerial/Supervisory Responsibilities:** Not Applicable **Education and Experience Required:** High school diploma or equivalent (GED) and a minimum of 1 year's proven retail sales, call center, customer service, or telesales experience Strong verbal communication skills Strong interpersonal skills Ability to interact with varying customers (consumer to small business) Ability to effectively handle difficult customer conversations Well-organized Proven time management skills Proven prioritization skills Ability to work under critical time constraints in a team environment Proficiency with internet user-level technology **Education and Experience Preferred:** Bilingual based on branch needs Proven referral and/or sales ability **Physical Requirements:** Ability to stand for long periods of time Prolonged use of hands and fingers Ability to lift light to heavy objects weighting 5 lbs. to 30 lbs. Ability to read fine print Ability to interact with customers in an open face-to-face work environment M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $18.68 - $31.14 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.
    $18.7-31.1 hourly 13d ago

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