Hours: 40 Line of Business: TD Securities Pay Detail: $110,000 - $135,000 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Job Description:
TDS Treasury Solutions provides treasury management products to US and Canadian companies as well as global multinationals. Treasury management consists of the collection, disbursement, liquidity management and the related information technology required to implement this. Treasury Solutions provides the linkages between these large corporate clients and the global payment systems through a variety of technology-based products, supported by high caliber sales and execution personnel. Each client typically receives a bespoke solution which allows their systems to connect with those of TD to facilitate money movement on an automated basis. Treasury Solutions has teams throughout Canada and the US and call on clients around the world.
Role Overview
This position provides an entry point for a sales and relationship management focused career. We are looking for more than just an Analyst. We are seeking a recruit with the potential for a long-term career with our team. Initially the Analyst will provide core and direct client management functions, while supporting more senior members of the team with business development. Although you will deal directly with clients from day one, the expectation is that you will increasingly focus on sales and business development as you progress in your career. We are looking for a highly motivated individual with a deep intellectual curiosity, a passion for corporate finance and technology and outstanding interpersonal skills/EQ.
While the role will always require client interaction, there is a large body of domain knowledge that will be learned on the job. We sell technology and innovation, and productive client interactions require a solid understanding of these matters before one can be truly effective in the role. Accordingly, expect a very steep learning curve. We will provide training, but it is essential that you can find ways to autonomously drive your learning and take a degree of responsibility for your development by proactively seeking out opportunities for learning and improvement.
This position is based in New York. Travel will be required to Canada for training and coordination as well as needed to other locations for clients.
Job Accountabilities
The Analyst is responsible for the following tasks:
* Understand the overall TDS client origination strategy, particularly that of Corporate and Investment Banking.
* Support activity to increase sales revenue by adding new clients and increasing the penetration and profitability of cash management products and services.
* Attend client pitches with Treasury Solutions team members and other TDS calling officers, primarily as an observer.
* Work closely with Treasury Solutions RMs to complete RFPs and create pitch decks.
* Work closely with other partners in TD Securities (U.S. and Canada) and TDBG including: Investment Banking, Credit Origination, Credit Management, Foreign Exchange, Money Markets and Trade Finance, as well as Business Banking to monetize cash management opportunities.
* Lead the onboarding & maintenance of cash management clients, including overseeing anti-money laundering compliance.
* Manage the opening of new accounts, changes to existing accounts, prepare account documentation, including negotiation of legal documents, obtain AML/KYC information and day-to-day support on account inquiries and investigations from clients.
* Manage cash management specific credit facilities, including liaison with credit management and risk management functions.
* Continuously learn about new and current cash management products and manage diverse projects.
* Act as primary point of contact for relatively simple clients.
* Act as secondary point of contact, in support of senior team members for more sophisticated clients.
Job requirements
* Undergraduate or graduate degree, with strong academics.
* Industry experience and accreditations (CFA, CTP, etc.) are highly desirable.
* Excellent communication skills English (written and spoken).
* Advanced analytical and data manipulation skills.
* Creative problem-solver.
* Self-starter with a positive attitude and good sense of humor.
* Life accomplishments that demonstrate motivation to achieve results, commitment to excellence and willingness to go above and beyond.
* Demonstrated ability to work well individually and as part of a team.
* A people person who thrives on social interaction.
* Expert in MS Office, especially Word, Excel and PowerPoint.
* Experience with Microsoft CoPilot and other AI tools a plus.
Who We Are
TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
$110k-135k yearly Auto-Apply 13d ago
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Senior Business Application Analyst
TD Bank 4.5
Solutions analyst job at TD Bank
Hours: 37.5 Line of Business: Enterprise Enabling Functions Pay Details: $81,600 - $115,200 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Job Description:
KEY ACCOUNTABILITIES
CUSTOMER
* Responsible for intake of projects and major initiatives
* Responsible for the documentation of all business owned artifacts that are required for projects and major initiatives as defined by the bank's Project Delivery Life Cycle (PDLC) methodology
* Responsible for business process documentation for all business applications owned/managed
* Responsible for day to day operations process management to ensure consistency, and delivery according to established SLA
* Responsible for all Business Acceptance Test (BAT) documentation that is required for all projects and major initiatives as defined by the bank's project delivery methodology
* Work closely with the Test Lead to ensure common testing standards and practices are followed and adhered to
* Responsible for the execution of all BAT testing for projects and/or release maintenances
* Responsible for working with Technology to establish a partnership and ensure all business requirements and Data Governance requirements are met
* Provide support on deployment and change management for initiatives relating to applications owned / managed
* Review requirements specifications and technical design documents to provide timely and meaningful feedback
* Provide feedback and thoughts on possible solutions to issues/risks arising throughout the life cycle of a project, including adherence to enterprise application / data lifecycle practices
* Identify and escalate risks that could impact project timelines or the quality of the deliverables to project manager and business owner, provide options and recommendation
* Act as an escalation point for application and operation issues both directly and through internal/external business partners (including external vendors)
* May provide project management support to various extents
SHAREHOLDER
* Act as a decision maker on projects-responsible for getting input from the appropriate SMEs in order to make decisions
* Accountable for adhering to the EPMO project management methodology
* Ensure adherence to the Data Governance Framework
* Ensure adherence to guidelines and regulatory requirements under Privacy, Legal, Compliance, and the Office of the Chief Data Officer
* Demonstrated ability to build relationships within the team and with key stakeholders
* Continuously enhance knowledge/expertise in own area and keep current with leading-edge technologies trends/developments
* Continuously enhance knowledge of business domains and their products/services
* Support the development of business cases including benefits identification
* Support and/or implement solutions that mitigate risk and maximizes the availability of service, efficiency and effectiveness
EMPLOYEE / TEAM
* Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
* Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit
* Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
* Participate in personal performance management and development activities, including cross training within own team
* Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
* Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and/or guidance as appropriate.
* Contribute to a fair, positive and equitable environment that supports a diverse workforce
* Act as a brand champion for your business area/function and the bank, both internally and/or externally
* Participate in knowledge transfer within the team and other business units, including participation in cross-functional groups or committees
BREADTH & DEPTH
* Expert level professional role requiring in-depth knowledge / expertise in own domain / field of specialty and working knowledge of broader related areas
* Integrates the broader organizational context into advice and solutions within own area
* Subject matter expert within their own area of specialty or a resource for others
* Expert knowledge of applications supported by the team including system components, functionality, interfaces, data flows, and business rules.
* Expert knowledge of bank's PDLC methodology, business testing and project management
* Expert knowledge and an understanding of business supported and broader organization
* Expert analytical and problem-solving skills with the ability to solve complex problems requiring analysis to solve complex problems requiring analysis of multiple variables, including consultation with multiple stakeholder
* Uses advanced methods to contribute to new solutions and recommend standards against which others will operate
* Leads projects of moderately to complex risks and resource requirements; may lead end -to-end processes of functional programs
* Coordinates and prioritizes multiple initiatives
* Subject matter expert and consults with clients and/or project teams and may be involved in assessments of potential projects
* Works independently as the senior lead and guides other within area of expertise
* Generally reports to a Senior Manager
EXPERIENCE & EDUCATION
* Undergraduate degree or technical certificate
* 5+ years of relevant experience
Who We Are:
TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!
Language Requirement (Quebec only):
Sans Objet
** Work Arrangement/Location: This a hybrid position requiring in-office work three days every week (
including every
Tuesday and Wednesday, plus one other day/week
Provides analytical, operational and/or project support to one or more functional areas of Treasury Operations.
Primary Responsibilities:
Completes medium complexity data entry and trade entry updates (documented/procedures) over range of disciplines.
Complete medium level of analysis and judgment based work over a range of disciplines within the department.
Complete medium complexity documentation for system input with quality control and validation and moderate customer service requests
Obtain and review documentation prior to submitting to management the details necessary for departmental audits. May take part of interdepartmental projects.
Respond to more complex requests involving research in multiple systems; complete adjustments and reconciliation. Work with Senior Management to define and outline escalation criteria.
Utilize internal procedures across the department without collaboration to complete task.
Validate and reconcile various trade related details to include validating, reporting and customer confirmations.
Assist with cross-training and ensure basic understanding of tasks are correctly outlined.
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 position works in one of the following areas of Treasury Operations: Fixed Income Operations, Derivatives Operations, Foreign Exchange Operations, Treasury Administration and Portfolio Analytics.
Supervisor/Managerial Responsibilities:Education and Experience Required:
Associate's degree and a minimum of 2 years' work experience in a relevant field, or in lieu of a degree, a combined minimum of 4 years' higher education and/or work experience, including a minimum of 2 years' work experience in a relevant field
Basic to intermediate proficiency with personal computers as well as pertinent spreadsheet, word processing and email software
Proven analytical & critical thinking skills
Proven time management skills
Comfortable and proven ability with communicating verbally and in writing with various level of personnel
Detail-oriented
Ability to pivot from one task to another quickly & effectively.
Education and Experience Preferred:
Bachelor's degree in Finance or Accounting or related field
Wires transfer experience is ideal.
Proven ability to be part of a working project and interject the necessary expertise to help guide results.
Basic accounting related skills, including reconciliations experience, is ideal.
Python and Tableau experience.
Document review experience.
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.LocationAmherst, New York, United States of America
As a Securities Operations Analyst, you'll be at the center of our securities processing engine - providing analytical, operational and/or project support to the Free Movement team. You'll assist the team with a high volume of securities transactions and related account activities, recon reports, research and more. The work is not client‑facing, but your precision, speed, and collaboration directly impact client outcomes and our brand. Analysts see variety week to week, with heavier reconciliation and problem‑solving than the Associate level position.
What You'll Do:
Execute securities transactions at scale: Processing of various transactions for movement This includes but is not limited to pending transactions for equities, fixed income, asset backed securities, mortgage backed securities, physical securities, corporate and municipal bonds.
Own reconciliation and controls: Perform routine and judgment‑based reconciliation, research, and data quality checks to resolve discrepancies and maintain accuracy of accounts.
Document & improve workflows: Draft/edit desk‑level procedures, keep SOPs current, and contribute to control enhancements that reduce error risk.
Support audits & certifications: Gather documentation for departmental audits; help facilitate user certifications and access reviews.
Partner across desks and teams: Coordinate with internal business partners to troubleshoot issues and meet tight timelines.
Enable change & testing: Participate in planning, testing, and implementing new projects, systems, products, and regulatory changes that impact Trust Operations.
Deliver internal customer service: Accurately execute changes submitted by Relationship Managers with a premium on precision, speed, and clear communication.
Uphold risk & regulatory standards: Follow company policies, risk appetite, and internal control standards; escalate risk‑related issues promptly.
Tools you'll use: Excel, Outlook, Word, SharePoint (heavy usage for tracking, documentation, timing).
Strengthen the team: Participate in cross training other team members
What Makes You a Great Fit:
You enjoy balancing accounts, calculating, and working with a lot of numbers.
You're detail‑oriented, organized, and calm under time pressure.
You bring a strong sense of ownership, accuracy, and urgency.
You're collaborative, responsive, and comfortable working from shared mailboxes and structured workflows.
You're curious and willing to learn securities operations and settlement mechanics.
Education and Experience Required:
Associate's degree, or equivalent work experience
2+ years' related experience
Education and Experience Preferred:
Banking or financial operations experience, or equivalent experience in high‑volume, detail‑oriented operations.
Comfort with balancing accounts, working with numbers, and reconciliation; strong attention to detail and accuracy.
Proficiency with Excel (filters, lookups, reconciliations), Outlook, Word, and SharePoint.
Strong organization, time management, and ability to prioritize during peak periods.
Clear written and verbal communication in a non‑client‑facing, internal service environment.
Experience with trust operations, custody/settlement, or brokerage operations (DTC, Fedwire/Fed assets, corporate actions, gifting).
Familiarity with audit documentation, access certifications, and risk/control frameworks.
Bachelor's degree (any field); we welcome recent graduates with relevant internships or strong quantitative/operational aptitude.
Work Model & Location:
This is a hybrid role requiring in-office presence.
Eligible candidates must live within reasonable commuting distance to 626 Commerce Drive, Amherst, NY 14228.
Scheduled Shift/Required Availability:
Monday-Friday, 8:30am-5:00pm
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.LocationAmherst, New York, United States of America
As a Securities Operations Analyst, you'll be at the center of our securities processing engine - providing analytical, operational and/or project support to the Free Movement team. You'll assist the team with a high volume of securities transactions and related account activities, recon reports, research and more. The work is not client‑facing, but your precision, speed, and collaboration directly impact client outcomes and our brand. Analysts see variety week to week, with heavier reconciliation and problem‑solving than the Associate level position.
**What You'll Do:**
+ **Execute securities transactions at scale** : Processing of various transactions for movement This includes but is not limited to pending transactions for equities, fixed income, asset backed securities, mortgage backed securities, physical securities, corporate and municipal bonds.
+ **Own reconciliation and controls** : Perform routine and judgment‑based reconciliation, research, and data quality checks to resolve discrepancies and maintain accuracy of accounts.
+ **Document & improve workflows** : Draft/edit desk‑level procedures, keep SOPs current, and contribute to control enhancements that reduce error risk.
+ **Support audits & certifications** : Gather documentation for departmental audits; help facilitate user certifications and access reviews.
+ **Partner across desks and teams** : Coordinate with internal business partners to troubleshoot issues and meet tight timelines.
+ **Enable change & testing** : Participate in planning, testing, and implementing new projects, systems, products, and regulatory changes that impact Trust Operations.
+ **Deliver internal customer service** : Accurately execute changes submitted by Relationship Managers with a premium on precision, speed, and clear communication.
+ **Uphold risk & regulatory standards** : Follow company policies, risk appetite, and internal control standards; escalate risk‑related issues promptly.
+ **Tools you'll use** : Excel, Outlook, Word, SharePoint (heavy usage for tracking, documentation, timing).
+ **Strengthen the team** : Participate in cross training other team members
**What Makes You a Great Fit:**
+ You enjoy balancing accounts, calculating, and working with a lot of numbers.
+ You're detail‑oriented, organized, and calm under time pressure.
+ You bring a strong sense of ownership, accuracy, and urgency.
+ You're collaborative, responsive, and comfortable working from shared mailboxes and structured workflows.
+ You're curious and willing to learn securities operations and settlement mechanics.
**Education and Experience Required:**
+ Associate's degree, or equivalent work experience
+ 2+ years' related experience
**Education and Experience Preferred:**
+ Banking or financial operations experience, or equivalent experience in high‑volume, detail‑oriented operations.
+ Comfort with balancing accounts, working with numbers, and reconciliation; strong attention to detail and accuracy.
+ Proficiency with Excel (filters, lookups, reconciliations), Outlook, Word, and SharePoint.
+ Strong organization, time management, and ability to prioritize during peak periods.
+ Clear written and verbal communication in a non‑client‑facing, internal service environment.
+ Experience with trust operations, custody/settlement, or brokerage operations (DTC, Fedwire/Fed assets, corporate actions, gifting).
+ Familiarity with audit documentation, access certifications, and risk/control frameworks.
+ Bachelor's degree (any field); we welcome recent graduates with relevant internships or strong quantitative/operational aptitude.
**Work Model & Location** :
+ This is a hybrid role requiring in-office presence.
+ Eligible candidates must live within reasonable commuting distance to 626 Commerce Drive, Amherst, NY 14228.
**Scheduled Shift/Required Availability:**
+ Monday-Friday, 8:30am-5:00pm
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.
**Location**
Amherst, New York, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
$22.6-37.7 hourly 22d ago
Treasury Operations Analyst II - Treasury Operations (Hybrid in Amherst, NY)
M&T Bank 4.7
Amherst, NY jobs
Sponsorship is NOT available for this position, including anyone on an F-1 student visa including those eligible for CPT/OPT or the Stem OPT extension.
** Work Arrangement: This is a hybrid position requiring in-office work three (3) days every week and it must be based in the Amherst, NY office. Overview:
Provides analytical, operational and/or project support to one or more functional areas of Treasury Operations.
Primary Responsibilities:
Develop and produce departmental reports and spreadsheets, including project or product strategy analyses, historical reporting, work flow analyses and financial analyses for one or more functional areas of Treasury Operations.
Conduct non-routine analysis and judgment-based work over a single or closely related disciplines to support Treasury Operations decisions.
Conduct non-routine data review, research and/or reconciliation for assigned areas of Treasury Operations.
Draft and/or edit procedures related to one or more functional areas of Treasury Operations to maintain their currency.
Support audits, user certification and compliance testing for Treasury Operations.
Lead and participate in planning, testing and implementing new projects, systems, products and regulatory changes impacting assigned Treasury Operations team(s).
Assist with technical troubleshooting and escalations, coordinating with internal business partners, external vendors and Technology to address issues for assigned Treasury Operations team(s).
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.
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:
Associate's degree and a minimum of 3 years' related experience, OR in lieu of a degree, A combined minimum of 5 years' higher education and/or work experience, including a minimum of 3 years' related experience
Proven analytical skills
Strong organizational skills
Strong attention to detail
Proficiency with personal computers as well as pertinent word processing and spreadsheet software
Proven verbal and written communication skills
Ability to consistently meet deadlines
Power BI experience highly preferred
Education and Experience Preferred:
Bachelor's degree
Prior experience in functional areas (Treasury) supported
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $26.00 - $43.34 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationAmherst, New York, United States of America
$26-43.3 hourly Auto-Apply 60d+ ago
Treasury Operations Analyst II - Treasury Operations (Hybrid in Amherst, NY)
M&T Bank 4.7
Amherst, NY jobs
**_Sponsorship is NOT available for this position, including anyone on an F-1 student visa including those eligible for CPT/OPT or the Stem OPT extension._** **** Work Arrangement: This is a hybrid position requiring in-office work three (3) days every week and it must be based in the Amherst, NY office.**
**Overview:**
Provides analytical, operational and/or project support to one or more functional areas of Treasury Operations.
**Primary Responsibilities:**
+ Develop and produce departmental reports and spreadsheets, including project or product strategy analyses, historical reporting, work flow analyses and financial analyses for one or more functional areas of Treasury Operations.
+ Conduct non-routine analysis and judgment-based work over a single or closely related disciplines to support Treasury Operations decisions.
+ Conduct non-routine data review, research and/or reconciliation for assigned areas of Treasury Operations.
+ Draft and/or edit procedures related to one or more functional areas of Treasury Operations to maintain their currency.
+ Support audits, user certification and compliance testing for Treasury Operations.
+ Lead and participate in planning, testing and implementing new projects, systems, products and regulatory changes impacting assigned Treasury Operations team(s).
+ Assist with technical troubleshooting and escalations, coordinating with internal business partners, external vendors and Technology to address issues for assigned Treasury Operations team(s).
+ 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.
+ 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:**
+ Associate's degree and a minimum of 3 years' related experience, OR in lieu of a degree, A combined minimum of 5 years' higher education and/or work experience, including a minimum of 3 years' related experience
+ Proven analytical skills
+ Strong organizational skills
+ Strong attention to detail
+ Proficiency with personal computers as well as pertinent word processing and spreadsheet software
+ Proven verbal and written communication skills
+ Ability to consistently meet deadlines
+ Power BI experience highly preferred
**Education and Experience Preferred:**
+ Bachelor's degree
+ Prior experience in functional areas (Treasury) supported
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $26.00 - $43.34 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
**Location**
Amherst, New York, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
$26-43.3 hourly 60d+ ago
Full Stack Data Analyst
M&T Bank 4.7
New York jobs
+ This position will be responsible for providing support to business units and the direct team by working across several simultaneous projects and programs. Key responsibilities include producing standard and ad‑hoc reports and dashboards; creating new metrics while expanding on existing ones; and leveraging data captured via departmental databases (SQL) or other available data sources. The position will also drive continuous improvement by evaluating data quality, reporting processes, and analytical outputs to ensure accuracy, efficiency, and meaningful insights for decision‑making.
**Primary Responsibilities:**
+ Leverage SQL and data tools to build complex datasets and deliver insights through dashboards, reports, and presentations (Tableau, Power BI).
+ Develop, maintain, and automate departmental reporting and workflows using ETL/orchestration tools (SSIS, Power Automate, Automic).
+ Perform analytical work-including statistical, qualitative, and reconciliation activities-to support business decisions and ensure data accuracy.
+ Improve processes by identifying efficiencies, enhancing documentation, and building tools that support operational excellence.
+ Participate in (and occasionally lead) the planning, testing, and implementation of new projects, systems, products, and regulatory changes.
+ Troubleshoot technical issues and partner with technology, vendors, and business stakeholders to resolve escalations.
+ Support audits, user certifications, and compliance activities by maintaining required documentation and adhering to internal control standards.
+ Uphold M&T's risk, compliance, and operational policies while promoting an inclusive, collaborative, and brand‑aligned team environment.
+ Perform additional duties as needed to support evolving business priorities.
**Experience and Education Required:**
+ Bachelors and a minimum of 2 years related business line experience,
+ OR in lieu of a degree,
+ A combined minimum of 6 years higher education and/or work experience.
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $26.00 - $43.34 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
**Location**
Getzville, New York, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
$26-43.3 hourly 8d ago
Full Stack Data Analyst
M&T Bank 4.7
New York jobs
This position will be responsible for providing support to business units and the direct team by working across several simultaneous projects and programs. Key responsibilities include producing standard and ad‑hoc reports and dashboards; creating new metrics while expanding on existing ones; and leveraging data captured via departmental databases (SQL) or other available data sources. The position will also drive continuous improvement by evaluating data quality, reporting processes, and analytical outputs to ensure accuracy, efficiency, and meaningful insights for decision‑making.
Primary Responsibilities:
Leverage SQL and data tools to build complex datasets and deliver insights through dashboards, reports, and presentations (Tableau, Power BI).
Develop, maintain, and automate departmental reporting and workflows using ETL/orchestration tools (SSIS, Power Automate, Automic).
Perform analytical work-including statistical, qualitative, and reconciliation activities-to support business decisions and ensure data accuracy.
Improve processes by identifying efficiencies, enhancing documentation, and building tools that support operational excellence.
Participate in (and occasionally lead) the planning, testing, and implementation of new projects, systems, products, and regulatory changes.
Troubleshoot technical issues and partner with technology, vendors, and business stakeholders to resolve escalations.
Support audits, user certifications, and compliance activities by maintaining required documentation and adhering to internal control standards.
Uphold M&T's risk, compliance, and operational policies while promoting an inclusive, collaborative, and brand‑aligned team environment.
Perform additional duties as needed to support evolving business priorities.
Experience and Education Required:
Bachelors and a minimum of 2 years related business line experience,
OR in lieu of a degree,
A combined minimum of 6 years higher education and/or work experience.
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $26.00 - $43.34 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationGetzville, New York, United States of America
$26-43.3 hourly Auto-Apply 9d ago
BSA Analyst I - Glenville, NY
Trustco Bank 4.4
Schenectady, NY jobs
BSA Analyst I Reports to: Vice President of BSA FLSA Status: Non- Exempt | Supervisory Role: No Why Join Us? At Trustco Bank, we're committed to fostering a supportive and inclusive workplace where our employees can grow their careers. We believe that our people are our greatest asset and consider our employees as family. We value each team member's contribution and offer a supportive, collaborative work environment. Are you passionate about risk management, regulatory compliance, and protecting the integrity of the financial system? Join Our Compliance Team as a BSA Analyst I: The Front Line of Financial Security.
We believe that investing in our employees means investing in the future of our company. As a valued team member, you will be eligible for a generous compensation and benefits package that includes: medical, dental and vision insurance, a health savings account with an annual employer contribution, a 401(k)-retirement plan with generous employer match, paid time off plus 11 paid federal holidays, training and professional development programs, tuition reimbursement, reduced fees and rates on certain loan products, and much more!
About the BSA Analyst I Role
We are searching for a detail-oriented and analytical BSA Analyst I to join our dedicated compliance department. In this crucial, non-supervisory role, you will be on the front lines of defense against financial crime. You will apply your expertise to monitor transactions, investigate suspicious activity, and ensure the bank strictly adheres to all Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) policies. This is an opportunity for a motivated individual to develop expertise in a vital area of banking operations.
Reporting to the Vice President of BSA, you will be responsible for ensuring compliance with federal regulations, protecting the company from illegal activity, and managing key aspects of our comprehensive BSA/AML program, including CTR, SAR, OFAC, CIP, and CDD protocols.
Key Responsibilities
* Investigative Analysis: Research, analyze, and investigate transaction monitoring alerts for potential money laundering, terrorist financing, and other financial crimes, making informed recommendations regarding the filing of Suspicious Activity Reports (SARs).
* Regulatory Reporting: Track and ensure timely filing of Currency Transaction Reports (CTRs) within the strict 15-day regulatory deadline.
* Enhanced Due Diligence (EDD): Conduct thorough EDD reviews, gathering documentation, composing detailed narratives, determining risk ratings, and outlining necessary follow-up actions.
* Risk Monitoring: Monitor customers on the CTR exempt list annually and perform 90-day SAR follow-up reviews to identify continuing activity.
* Compliance Verification: Examine various banking divisions (branch administration, retail lending, commercial loans) to ensure meticulous adherence to Customer Identification Program (CIP) requirements.
* OFAC & Training: Monitor potential OFAC matches, acting as a dual control for processing, and building continuous proficiency through specialized BSA/AML training courses.
This job description is not exhaustive; duties and responsibilities may change at any time with or without notice.
Qualifications
Required
* A Bachelor's degree in a business-related field and/or one year of equivalent experience/education.
* Effective verbal and written communication skills, exceptional organization, and the ability to manage multiple time-sensitive tasks effectively.
* Ability to work well independently and in group settings.
* Working knowledge of Microsoft Office Programs (Excel and Word).
* Fluent in English; bilingual a plus
* Access to reliable transportation
Preferred
* CAMS Certification (Certified Anti-Money Laundering Specialist).
* Working knowledge of FCRM Software.
Schedule
Full-time position; Monday - Friday, 8:30 am - 5:00 pm
Physical Demands:
Primarily sedentary; includes use of standard office equipment.
Equal Employment Opportunity Statement:
Trustco Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, marital status, genetic information, disability, or protected veteran status. This includes, but is not limited to, the following:
* Hiring, placement, upgrading, transfer, demotion or promotion
* Recruitment, advertising or solicitation for employment
* Treatment during employment
* Rates of pay or other forms of compensation
* Selection for training, including apprenticeship
* Layoff or termination
It is the policy of Trustco Bank to cooperate to the fullest extent with the applicable regulations of the Civil Rights Act and any legislation on Equal Employment Opportunity.
$79k-95k yearly est. 21d ago
Commercial Scorecard Analyst Lead
M&T Bank 4.7
Buffalo, NY jobs
Perform advanced data and statistical analysis in support of the creation and maintenance of statistical models, including Regression and Multivariate models. Support unit (dept.) in data analysis and model construction. Provide oversight and expertise in the model creation, testing and validation. Develop and integrate model strategy to support business initiatives and regulatory compliance.
Primary Responsibilities:
Lead Quantitative Analysts in establishing, monitoring, evaluating and interpreting data with a risk management focus with an understanding of business strategy.
Demonstrated working knowledge of Credit Risk databases to provide data and analytical support to Senior Management.
Provide guidance and direction to lower level analysts regarding all aspects of data analysis and the construction of predictive statistical models.
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 degree in Mathematics, Statistics, Quantitative Analysis or another technical discipline,
OR in lieu of degree,
A combined minimum of 9 years higher education and/or work experience to include a minimum of 5 years relevant experience.
-OR-
Master's degree in Mathematics, Statistics, Quantitative Analysis or another technical discipline, with minimum of 3 years relevant experience,
OR in lieu of degree,
A combined minimum of 9 years higher education and/or work experience to include a minimum of 3 years relevant experience
Minimum of 5 years relevant experience
Banking or Financial Services experience.
Experience with Python, Power BI.
Advanced Knowledge of SQL and Microsoft Office.
Ability to utilize analytics in a collaborative manner across business functions and product lines to derive optimum solutions.
Demonstrated ability to communicate complex concepts.
Demonstrated ability to manipulate and analyze data across large databases.
Education and Experience Preferred:
Credit Analysis experience
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $103,000.00 - $171,600.00 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
$103k-171.6k yearly Auto-Apply 2d ago
Senior Business Analytics & Reporting Analyst
M&T Bank 4.7
Buffalo, NY jobs
This position will be responsible for providing an advanced level of support to their unit (dept) working across several simultaneous projects/programs by developing new reports and dashboards, expanding on existing metrics, as well as presenting recommendations for data improvement. Represent unit (dept) in cross functional, high visibility projects involving business partners outside of the department. Responsible for streamlining ongoing activities
**Primary Responsibilities:**
+ Develop and produce mid-high complexity departmental reports and spreadsheets to include but not limited to project or product strategy analysis, historical reporting, work flow analysis, and financial analysis.
+ Identify trends, emerging issues and engage relevant stakeholders to develop project plans, organize virtual and physical events, synthesize multiple points of view and communicate findings utilizing such tools as white papers, reports and other relevant formats.
+ Perform complex analysis and judgment based work over multiple disciplines to support business decisions
+ Go beyond basic reporting and delivery with the ability to analyze large amounts of data and information to provide meaningful insights and professionally communicate those insights to management.
+ Drive continuous improvement of existing processes, develop new processes or enhance existing processes where required including maintenance plans, procedural documentation and custom tools for automation. Identify resources that can be utilized to support business operations or improve existing business processes. Provide input and recommendations to management.
+ Participate in the planning and implementation of new projects, programs, and plans to achieve short and long term business objectives; coordinate of the design and execution of various projects for the promotion and maintenance of the business.
+ Take a lead role in supporting departmental audits including user recerts, compliance testing.
+ Manage the planning, testing, and implementation of new projects, systems, products and regulatory changes impacting the unit (dept).
+ Act as lead for departmental system support, coordinating with business partners, vendors and technology to address issues for the unit (dept).
+ 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.
**Experience and Education Required:**
Bachelors and a minimum of 3 years related business line experience,
OR in lieu of a degree,
A combined minimum of 7 years higher education and/or work experience.
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $62,200.00 - $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 15d ago
Senior Mortgage Business Analytics & Reporting Analyst
M&T Bank 4.7
Buffalo, NY jobs
THIS ROLE WILL BE HYBRID 3 DAYS/WEEK OUT OF BUFFALO, NY. MUST BE WILLING TO COMMUTE OR RELOCATE.
This position will be responsible for providing an advanced level of support to Mortgage Servicing, including both performing and non-performing loans, working across several simultaneous projects/programs by developing new reports and dashboards, expanding on existing metrics, as well as presenting recommendations for data improvement. Represent unit (dept) in cross functional, high visibility projects involving business partners outside of the department. Responsible for streamlining ongoing activities
Primary Responsibilities:
Leverage knowledge of Mortgage Servicing operations and MSP data to develop and produce mid-high complexity departmental reports and spreadsheets to include but not limited to project or product strategy analysis, historical reporting, work flow analysis, and financial analysis.
Identify trends, emerging issues and engage relevant stakeholders to develop project plans, organize virtual and physical events, synthesize multiple points of view and communicate findings utilizing such tools as white papers, reports and other relevant formats.
Perform complex analysis and judgment based work over multiple disciplines to support business decisions
Go beyond basic reporting and delivery with the ability to analyze large amounts of data and information to provide meaningful insights and professionally communicate those insights to management.
Drive continuous improvement of existing processes, develop new processes or enhance existing processes where required including maintenance plans, procedural documentation and custom tools for automation. Identify resources that can be utilized to support business operations or improve existing business processes. Provide input and recommendations to management.
Participate in the planning and implementation of new projects, programs, and plans to achieve short and long term business objectives; coordinate of the design and execution of various projects for the promotion and maintenance of the business.
Take a lead role in supporting departmental audits including user recerts, compliance testing.
Manage the planning, testing, and implementation of new projects, systems, products and regulatory changes impacting the unit (dept).
Act as lead for departmental system support, coordinating with business partners, vendors and technology to address issues for the unit (dept).
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.
Experience and Education Required:
Bachelors and a minimum of 3 years related business line experience,
OR in lieu of a degree,
A combined minimum of 7 years higher education and/or work experience.
Experience in mortgage servicing analytics and familiarity with MSP data preferred.
Knowledge:
Good knowledge of concepts w/in discipline + basic knowledge of others
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 43d ago
Senior Business Analytics & Reporting Analyst
M&T Bank 4.7
Buffalo, NY jobs
This position will be responsible for providing an advanced level of support to their unit (dept) working across several simultaneous projects/programs by developing new reports and dashboards, expanding on existing metrics, as well as presenting recommendations for data improvement. Represent unit (dept) in cross functional, high visibility projects involving business partners outside of the department. Responsible for streamlining ongoing activities
Primary Responsibilities:
Develop and produce mid-high complexity departmental reports and spreadsheets to include but not limited to project or product strategy analysis, historical reporting, work flow analysis, and financial analysis.
Identify trends, emerging issues and engage relevant stakeholders to develop project plans, organize virtual and physical events, synthesize multiple points of view and communicate findings utilizing such tools as white papers, reports and other relevant formats.
Perform complex analysis and judgment based work over multiple disciplines to support business decisions
Go beyond basic reporting and delivery with the ability to analyze large amounts of data and information to provide meaningful insights and professionally communicate those insights to management.
Drive continuous improvement of existing processes, develop new processes or enhance existing processes where required including maintenance plans, procedural documentation and custom tools for automation. Identify resources that can be utilized to support business operations or improve existing business processes. Provide input and recommendations to management.
Participate in the planning and implementation of new projects, programs, and plans to achieve short and long term business objectives; coordinate of the design and execution of various projects for the promotion and maintenance of the business.
Take a lead role in supporting departmental audits including user recerts, compliance testing.
Manage the planning, testing, and implementation of new projects, systems, products and regulatory changes impacting the unit (dept).
Act as lead for departmental system support, coordinating with business partners, vendors and technology to address issues for the unit (dept).
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.
Experience and Education Required:
Bachelors and a minimum of 3 years related business line experience,
OR in lieu of a degree,
A combined minimum of 7 years higher education and/or work experience.
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $62,200.00 - $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 16d ago
Senior Mortgage Business Analytics & Reporting Analyst
M&T Bank 4.7
Buffalo, NY jobs
**_THIS ROLE WILL BE HYBRID 3 DAYS/WEEK OUT OF BUFFALO, NY. MUST BE WILLING TO COMMUTE OR RELOCATE._** + Thisposition will be responsible for providing an advanced level of support to Mortgage Servicing, including both performing and non-performing loans, working across several simultaneous projects/programs by developing new reports and dashboards, expanding on existing metrics, as well as presenting recommendations for data improvement. Represent unit (dept) in cross functional, high visibility projects involving business partners outside of the department. Responsible for streamlining ongoing activities
**Primary Responsibilities:**
+ Leverage knowledge of Mortgage Servicing operations and MSP data to develop and produce mid-high complexity departmental reports and spreadsheets to include but not limited to project or product strategy analysis, historical reporting, work flow analysis, and financial analysis.
+ Identify trends, emerging issues and engage relevant stakeholders to develop project plans, organize virtual and physical events, synthesize multiple points of view and communicate findings utilizing such tools as white papers, reports and other relevant formats.
+ Perform complex analysis and judgment based work over multiple disciplines to support business decisions
+ Go beyond basic reporting and delivery with the ability to analyze large amounts of data and information to provide meaningful insights and professionally communicate those insights to management.
+ Drive continuous improvement of existing processes, develop new processes or enhance existing processes where required including maintenance plans, procedural documentation and custom tools for automation. Identify resources that can be utilized to support business operations or improve existing business processes. Provide input and recommendations to management.
+ Participate in the planning and implementation of new projects, programs, and plans to achieve short and long term business objectives; coordinate of the design and execution of various projects for the promotion and maintenance of the business.
+ Take a lead role in supporting departmental audits including user recerts, compliance testing.
+ Manage the planning, testing, and implementation of new projects, systems, products and regulatory changes impacting the unit (dept).
+ Act as lead for departmental system support, coordinating with business partners, vendors and technology to address issues for the unit (dept).
+ 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.
**Experience and Education Required:**
+ Bachelors and a minimum of 3 years related business line experience,
+ OR in lieu of a degree,
+ A combined minimum of 7 years higher education and/or work experience.
+ Experience in mortgage servicing analytics and familiarity with MSP data preferred.
**Knowledge:**
+ Good knowledge of concepts w/in discipline + basic knowledge of others
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 42d ago
CAM Analyst II
M&T Bank 4.7
New York jobs
Leads and/or participates in projects within one or more functional areas of Default Servicing (internally known as Customer Asset Management - CAM) and represents these areas in cross-functional, high-visibility projects. This role combines technical expertise in simple automation and data transformation with strong collaboration and communication skills to deliver efficient reporting solutions and process improvements.
Primary Responsibilities:
Serve as resource in a defined area of CAM and represent business practices and interests in various projects with internal and external stakeholders.
Interact with business partners across Residential Mortgage platforms to leverage technology, system enhancements and projects, while also representing inclusive needs for all aspects of default servicing.
Develop and produce non-routine departmental reports and spreadsheets, including project or product strategy analyses, historical reporting, workflow analyses and financial analyses for one or more functional areas of CAM.
Conduct non-routine analysis and judgment-based work over a single or closely related disciplines to support CAM decisions.
Conduct non-routine data review, research, and/or reconciliation for assigned areas of CAM.
Build and maintain queries for data transformation and reporting, ensuring efficiency and scalability.
Draft and/or edit procedures related to one or more functional areas of CAM to maintain their currency.
Support departmental audits, user certifications and compliance testing for CAM.
Lead and participate in planning, testing and implementing new projects, systems, products and regulatory changes impacting assigned CAM team(s).
Rewrite and optimize existing queries, develop new tools, and contribute to strategic enhancements of reporting systems.
Assist with providing departmental system support, coordinating with internal business partners, external vendors and Technology to address issues for assigned CAM team(s).
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.
Supervisory/Managerial Responsibilities:
Not Applicable
Education and Experience Required:
Associate degree and a minimum of 3 years' related experience, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience, including a minimum of 3 years' related experience
Experience in collections and/or default servicing
Experience with Visual Basic Applications (VBA)
Experience with Power Query Proven analytical skills
Strong organizational skills
Expert level Excel skills
Write advanced formulas.
Use array formulas, named ranges, and advanced conditional formatting.
Serve as an internal resource for Excel troubleshooting and guidance.
Proven verbal and written communication skills
Education and Experience Preferred:
Prior experience in functional areas supported: Mortgage Default Servicing
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $26.00 - $43.34 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationGetzville, New York, United States of America
$26-43.3 hourly Auto-Apply 45d ago
CAM Analyst II - SPOC
M&T Bank 4.7
New York jobs
Leads and/or participates in projects within one or more functional areas within Default Servicing (internally known as Customer Asset Management (CAM) and represents these areas in cross-functional, visible projects involving business partners outside of CAM.
Primary Responsibilities:
Serve as resource in a defined area of CAM and represent business practices and interests in various projects with internal and external stakeholders.
Interact with business partners across the Business Banking, Commercial, Consumer, Mortgage and Retail platforms to leverage technology, system enhancements and projects, while also representing inclusive needs for all aspects of default servicing.
Develop and produce non-routine departmental reports and spreadsheets, including project or product strategy analyses, historical reporting, workflow analyses and financial analyses for one or more functional areas of CAM.
Conduct non-routine analysis and judgment-based work over a single or closely related disciplines to support CAM decisions.
Conduct non-routine data review, research, and/or reconciliation for assigned areas of CAM.
Draft and/or edit procedures related to one or more functional areas of CAM to maintain their currency.
Support departmental audits, user certifications and compliance testing for CAM.
Lead and participate in planning, testing and implementing new projects, systems, products and regulatory changes impacting assigned CAM team(s).
Assist with providing departmental system support, coordinating with internal business partners, external vendors and Technology to address issues for assigned CAM team(s).
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.
Supervisory/Managerial Responsibilities:
Not Applicable
Education and Experience Required:
Associate degree and a minimum of 3 years' related experience, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience, including a minimum of 3 years' related experience
Experience in collections and/or default servicing
Proven analytical skills
Strong organizational skills
Proficiency with personal computers as well as pertinent word processing and spreadsheet software
Proven verbal and written communication skills
Education and Experience Preferred:
Prior experience in functional areas supported
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $26.00 - $43.34 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationGetzville, New York, United States of America
$26-43.3 hourly Auto-Apply 2d ago
CAM Analyst 1
M&T Bank 4.7
New York jobs
Participates in projects within one or more functional areas within Default Servicing (internally known as Customer Asset Management (CAM)).
Primary Responsibilities:
Serve as contact in a defined area of CAM and may represent business practices and interests in various projects with internal and external stakeholders.
May interact with business partners across the Business Banking, Commercial, Consumer, Mortgage and Retail platforms to leverage technology, system enhancements and projects, while also representing inclusive needs for all aspects of default servicing.
Develop and produce routine departmental reports and spreadsheets, including project or product strategy analyses, historical reporting, workflow analyses and financial analyses for one or more functional areas of CAM.
Conduct routine analysis and judgment-based work over a single or closely related disciplines to support CAM decisions.
Conduct non-routine data review, research, and/or reconciliation for assigned areas of CAM.
Draft and/or edit procedures related to one or more functional areas of CAM to maintain their currency.
Support user certifications and compliance testing for CAM; obtain documentation necessary for departmental audits.
Participate in planning, testing and implementing new projects, systems, products and regulatory changes impacting assigned CAM team(s).
Assist with providing departmental system support, coordinating with internal business partners, external vendors and Technology to address issues for assigned CAM team(s).
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.
Supervisory/Managerial Responsibilities:
Not Applicable
Education and Experience Required:
Associate degree and a minimum of 2 years' related experience, or in lieu of a degree, a combined minimum of 4 years' higher education and/or work experience, including a minimum of 2 years' related experience
Proven analytical skills
Strong organizational skills
Proficiency with personal computers as well as pertinent word processing and spreadsheet software
Proven verbal and written communication skills
Education and Experience Preferred:
Experience in collections and/or default servicing
Prior experience in functional areas supported
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.LocationGetzville, New York, United States of America
$22.6-37.7 hourly Auto-Apply 1d ago
Syndicate Operations Analyst - FI Income Municipal Support
TD Bank 4.5
Solutions analyst job at TD Bank
Hours: 40 Line of Business: TD Securities Pay Detail: $95,000 - $115,000 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Job Description:
Preferred Qualifications:
TD Securities' Municipal Syndicate Operations Desk offers a unique opportunity to work in support of a fast growing and diversifying fixed income origination business. The role will primarily support the Municipal Public Finance underwriting and syndicate desks while also supporting the growing Tender Option Bond and Commercial Paper business. The position requires thorough attention to detail, risk management awareness and understanding the needs of TDS's clients and internal business partners. Working within a highly integrated team, our target is to build strong relationships with upstream and downstream stakeholders including Public Finance and Sales & Trading desks as well as Middle Office, Settlements, Compliance, Finance and Change Delivery.
Responsibilities:
* Responsible for operational support throughout the lifecycle of Primary Market Municipal offerings. This includes CUSIP Requests, Good Faith payments, Announcing and Disseminating information in DTCC, posting and monitoring activity during the lifecycle in EMMA/MSRB, funding and final settlement through our third-party custodian.
* Work closely with Issuers, Financial Advisors, Bond Counsels, Trustees and Syndicate Insurers to lead successful underwriting executions.
* Support Tender Option Bonds business. Operationally support our activities as remarketing agents and originators through the TOB unwind process and settlement.
* Support the Commercial Paper Issuance business and our collection of fees as Remarketing Agents.
* Responsible for managing the syndicate funding account. Tracking and accepting incoming funds resulting from Municipal Syndicate, Remarketing and Trading Desk activity.
* Monitoring and actioning trade exceptions in the Bloomberg Blotter and Custodian's Settlement platform across Muni Syndicate, Tender Option Bond and Commercial Paper businesses.
* Cross train with Debt Capital Markets and Global Equity Derivatives Syndicate Operations Desks to aid and assist in a backup support capacity.
Qualifications:
* BA/BS degree in Finance or relevant field
* 3+ years' experience within Capital Markets Operations: Fixed Income Underwriting & Syndicate Support
* Experience with Fed Wire setup and release, invoicing receivables and tracking
* Knowledge of Bloomberg TOMS, MSRB EMMA, DTCC, IPREO and Pershing's Nex360 systems. Proficiency with Excel Macros and Python is a plus.
* Team player who collaborates and motivates others across teams.
* Able to work in a fast-paced, deadline sensitive environment and maintain strong communication and attention to detail.
* A self-starter who is comfortable in a complex role that interfaces regularly with clients, front office, technology, finance, and trade support teams
* A mindset of critical thinking, risk management and understanding the needs of TDS's clients and internal business partners
* Strong judgement and problem solving - Thinks ahead, anticipates questions, finds alternative solutions and identifies clear objectives
The Operations Analyst/Specialist I TDS provides back up for the Canadian Fixed Income Desk. This individual will handle corporate actions, daily cash reconciliation, tracking file uploads into FIST, and be a DTC clearance specialist. Responsibilities include the clearance of London trading activity passing through US broker/dealers. Activities include advising agent of ticket control numbers for confirmations and by performing required system maintenance. In addition, the position will maintain compliance files and verify new clients are set up on FIST, acknowledging that settlement and other client instructions are complete.
Depth & Scope:
* Acts as a specialist owner or representative in the discipline
* Leads / participates in the identification, development and implementation of new products, operating workflow, additional services/applications or operational efficiencies for Global Business Services
* Identifies documents, investigates, and resolves service delivery issues
* Manages relationships with the client, and other areas of TDS / GBS
* Acts as a project manager for small-scale projects/initiatives
* Initiates or participates in projects follows project management methodologies, communicates project status and provides timely escalation of issues to senior management to ensure project objectives are met
* Interfaces with regulators, external groups (legal firms, accountants etc.), suppliers on operating and service delivery issues relative to the specific area of functional expertise as authorized by the manager
* Escalates non-standard or high risk transactions or other activities as appropriate
* Acquires and applies expertise in the discipline, provides guidance, assistance and direction to others in TD Securities
* Identifies recommend and effectively executes standard practices applicable to the discipline
* Analyzes service delivery issues and identifies potential solutions that enhance the customer experience and support TD Securities business objectives
* Protects the interests of the firm identifies and manages risks
* Completes business process reviews as required
Education & Experience:
* Bachelor's degree, or specialized training / equivalent work experience
* 3-4 years related experience
Who We Are
TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
$95k-115k yearly Auto-Apply 22d ago
Syndicate Operations Analyst - FI Income Municipal Support
TD Bank 4.5
Solutions analyst job at TD Bank
New York, New York, United States of America **Hours:** 40 **Line of Business:** TD Securities **Pay Detail:** $95,000 - $115,000 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Job Description:**
Preferred Qualifications:
TD Securities' Municipal Syndicate Operations Desk offers a unique opportunity to work in support of a fast growing and diversifying fixed income origination business. The role will primarily support the Municipal Public Finance underwriting and syndicate desks while also supporting the growing Tender Option Bond and Commercial Paper business. The position requires thorough attention to detail, risk management awareness and understanding the needs of TDS's clients and internal business partners. Working within a highly integrated team, our target is to build strong relationships with upstream and downstream stakeholders including Public Finance and Sales & Trading desks as well as Middle Office, Settlements, Compliance, Finance and Change Delivery.
**Responsibilities:**
+ Responsible for operational support throughout the lifecycle of Primary Market Municipal offerings. This includes CUSIP Requests, Good Faith payments, Announcing and Disseminating information in DTCC, posting and monitoring activity during the lifecycle in EMMA/MSRB, funding and final settlement through our third-party custodian.
+ Work closely with Issuers, Financial Advisors, Bond Counsels, Trustees and Syndicate Insurers to lead successful underwriting executions.
+ Support Tender Option Bonds business. Operationally support our activities as remarketing agents and originators through the TOB unwind process and settlement.
+ Support the Commercial Paper Issuance business and our collection of fees as Remarketing Agents.
+ Responsible for managing the syndicate funding account. Tracking and accepting incoming funds resulting from Municipal Syndicate, Remarketing and Trading Desk activity.
+ Monitoring and actioning trade exceptions in the Bloomberg Blotter and Custodian's Settlement platform across Muni Syndicate, Tender Option Bond and Commercial Paper businesses.
+ Cross train with Debt Capital Markets and Global Equity Derivatives Syndicate Operations Desks to aid and assist in a backup support capacity.
**Qualifications:**
+ BA/BS degree in Finance or relevant field
+ 3+ years' experience within Capital Markets Operations: Fixed Income Underwriting & Syndicate Support
+ Experience with Fed Wire setup and release, invoicing receivables and tracking
+ Knowledge of Bloomberg TOMS, MSRB EMMA, DTCC, IPREO and Pershing's Nex360 systems. Proficiency with Excel Macros and Python is a plus.
+ Team player who collaborates and motivates others across teams.
+ Able to work in a fast-paced, deadline sensitive environment and maintain strong communication and attention to detail.
+ A self-starter who is comfortable in a complex role that interfaces regularly with clients, front office, technology, finance, and trade support teams
+ A mindset of critical thinking, risk management and understanding the needs of TDS's clients and internal business partners
+ Strong judgement and problem solving - Thinks ahead, anticipates questions, finds alternative solutions and identifies clear objectives
The Operations Analyst/Specialist I TDS provides back up for the Canadian Fixed Income Desk. This individual will handle corporate actions, daily cash reconciliation, tracking file uploads into FIST, and be a DTC clearance specialist. Responsibilities include the clearance of London trading activity passing through US broker/dealers. Activities include advising agent of ticket control numbers for confirmations and by performing required system maintenance. In addition, the position will maintain compliance files and verify new clients are set up on FIST, acknowledging that settlement and other client instructions are complete.
**Depth & Scope:**
+ Acts as a specialist owner or representative in the discipline
+ Leads / participates in the identification, development and implementation of new products, operating workflow, additional services/applications or operational efficiencies for Global Business Services
+ Identifies documents, investigates, and resolves service delivery issues
+ Manages relationships with the client, and other areas of TDS / GBS
+ Acts as a project manager for small-scale projects/initiatives
+ Initiates or participates in projects follows project management methodologies, communicates project status and provides timely escalation of issues to senior management to ensure project objectives are met
+ Interfaces with regulators, external groups (legal firms, accountants etc.), suppliers on operating and service delivery issues relative to the specific area of functional expertise as authorized by the manager
+ Escalates non-standard or high risk transactions or other activities as appropriate
+ Acquires and applies expertise in the discipline, provides guidance, assistance and direction to others in TD Securities
+ Identifies recommend and effectively executes standard practices applicable to the discipline
+ Analyzes service delivery issues and identifies potential solutions that enhance the customer experience and support TD Securities business objectives
+ Protects the interests of the firm identifies and manages risks
+ Completes business process reviews as required
**Education & Experience:**
+ Bachelor's degree, or specialized training / equivalent work experience
+ 3-4 years related experience
**Who We Are**
TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (***************************************
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.