Wealth Client Associate at M&T Bank in Baltimore, MD

Summary: M&T Bank is a financial institution committed to providing exceptional service to their clients. The Wealth Client Associate role involves supporting high net worth clients by managing their daily transaction needs, resolving service issues, and building strong client relationships to enhance client retention and expansion. Responsibilities: - Service the daily transaction needs of wealth clients, including but not limited to, problem resolution, overdrafts, account delinquency, wire transfers, book transfers, and account maintenance to ensure they are addressed in a timely manner and to the satisfaction of the client - Apply sound, independent judgment and take ownership over operational problems resulting from direct interaction with clients or obtained from the Client Team. Resolve routine service issues, with the goal of exceeding client expectations (with the goal of retaining and expanding client relationships) - Open and onboard new client relationships by getting clients acclimated with our systems and confirming the client has received all necessary information and materials - Build, manage and maintain strong client relationships through daily interactions with clients, Wealth Management team, and internal business partners, to contribute to the retention and expansion of existing client relationships - Provide sales support to the team for market-specific special projects, such as event coordination, process improvement and sales initiatives - Remain current on products and services, internal policies and procedures and external developments, including regulations, which may affect the client and the Bank - Review daily department reports to ensure compliance with operation, security, and audit procedures as well as a positive client experience. Follow established procedures when the report review identifies an issue to ensure it is resolved - 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 years' financial services client service experience, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience, including a minimum of 1 years' financial services client service experience - Strong customer service skills - Strong interpersonal skills - Strong verbal and written communication skills - Strong organizational skills - Proficiency with personal computers as well as pertinent word processing, spreadsheet and presentation software Preferred Qualifications: - Minimum of 3 years' private banking, wealth management, commercial banking and/or branch experience - Exposure to and knowledge of the Bank's retail and commercial banking systems - Knowledge of Private Banking products and services - Trust experience - Ability to work independently and in a team-based environment Required Skills: Financial Services Client Service, Private Banking, Wealth Management, Commercial Banking, Retail Banking Systems, Commercial Banking Systems, Private Banking Products and Services, Trust Experience, Word Processing Software, Spreadsheet Software, Presentation Software