GCM Relationship Manager I - M&A at M&T Bank in Costa Mesa, CA

Summary: M&T Bank is a financial institution that manages client relationships and daily administration of Global Capital Markets accounts. The GCM Relationship Manager I is responsible for ensuring compliance, delivering exceptional client service, and coordinating activities related to risk management and operational processes. Responsibilities: - Monitor relevant administrative and operational systems, databases and activity related to accounts of simple to moderate intricacy, complexity and level of risk to ensure accounts are set-up and operating within established policies, procedures and guidelines - Review, analyze and provide comments to counsel related to negotiation and drafting of operative documents and agreements for assigned accounts - Coordinate activities related to monitoring risks and ensuring regulatory compliance for assigned accounts with Legal, Risk, Compliance and/or Audit as required - Research and resolve issues related to control and client service aspects of assigned accounts in a timely manner to maintain customer satisfaction, working with appropriate internal and external resources as required - Work with external parties, including attorneys, financial advisors, interested parties and alliance/service partners, to structure and close GCM transactions in a timely manner - Complete various account administration activities of simple to moderate intricacy, complexity and risk including, timely cash flow execution and fee billing, internal and external reporting and tickler processing - Participate, along with GCM Sales, in sales calls to current and prospective clients, either in-person or over the phone, and assist in preparation of fee proposals to support new business opportunities - Manage relationships, cultivating current and prospective clients and referral sources to uncover opportunities and potential sources of new business - Implement approved fee increases, discounts and waivers as identified or instructed per established controls and procedures - Partner with Fee Billing to monitor and timely collect aged receivables - Provide coverage and support to other Relationship Managers within assigned Section/Unit as required by absence - Represent GCM at transaction closings, attend and chair client meetings and presentations and prepare relevant documentation to support the attraction, retention and expansion of client relationships - Participate in departmental projects and Corporate initiatives on a periodic basis - May supervise and/or mentor less experienced associates - 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 Required Qualifications: - Bachelor's Degree and a minimum of 1 year related experience - A combined minimum of 5 years' higher education and/or work experience, including a minimum of 1 year related experience in lieu of a degree - High level of proficiency with personal computers as well as pertinent software - Prior experience reading, analyzing and interpreting legal documents - Prior experience calculating amounts such as discounts, interest, commissions and percentages - Familiarity with corporate structures, relevant laws and regulations - Proven problem-solving skills - Strong verbal and written communication skills - Strong analytical skills Preferred Qualifications: - Minimum of 2 years' Global Capital Markets client service experience - Working toward or already received CCTS (Certified Corporate Trust Specialist) certification - Working knowledge of pertinent specialized internal software applications - Demonstrated sense of ownership in jobs or projects Required Skills: Client relationship management, Legal document analysis Important Skills: Global Capital Markets experience, CCTS certification Nice-to-Have Skills: Analytical skills, Software proficiency