Business Banking Senior Relationship Liaison
4 weeks ago
We are seeking a highly skilled Business Banking Senior Relationship Liaison to join our team at M&T Bank. As a key member of our business banking team, you will be responsible for providing exceptional customer service and support to our business customers.
Key Responsibilities- Provide primary customer support by servicing the needs of existing and prospective customers, ensuring smooth delivery of superior customer service.
- Assist business banker representatives or mortgage administrators to provide customer support in business development activities.
- Act as liaison with other internal areas to ensure timely workflow of document production for loans and proper management of loan portfolio.
- Coordinate processing of loan application and documentation and booking and processing loans.
- Coordinate clearance of delinquent documents and other exceptions with appropriate areas.
- Coordinate the loan closing/settlement, ensuring all documentation is completed on a timely basis.
- Sell, document and coordinate implementation of the more elaborate products.
- Compile and prepare statistical data of monthly performance for review by Senior Management which outlines Portfolio Delinquencies, Collections, Charge Off activity, Expenses and Recoveries.
- Monitors Portfolio Loan activity and takes action to correct if deemed necessary.
- Ensure timely and efficient customer service for assigned area.
- Provide service support to business development representatives or mortgage administrators for the purpose of resolving performance/account problems.
- Handles a variety of customer inquiries regarding accounts.
- Maintain up-to-date information/knowledge regarding assigned area customer accounts, i.e. services, financial relationships, previous problems, etc.
- Assists with deposit servicing needs of business banking or commercial real estate customers.
- Opens, closes and transfers DDA accounts.
- Controls overdrafts and account delinquency.
- Maintain credit files.
- Process requests for research, corrections, loan payments, loan advances, collateral releases, wire transfers and credit inquiries.
- May provide work leadership and training to customer service/support group within the assigned area.
- Keep abreast of product lines, internal policies and procedures, and external regulations that may impact assigned area.
- Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
- Promote an environment that supports diversity and reflects the M&T Bank brand.
- Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
- Complete other related duties as assigned.
- Bachelor's degree and a minimum of 4 years' service experience or in lieu of a degree a combined minimum of 8 years higher education and/or work experience, including a minimum of 4 years' service experience.
- 3 years retail/commercial/corporate credit loan processing experience.
- Proficient personal computer skills, including Microsoft Word and Excel.
- Knowledge of bank policies, procedures, and banking regulations are required.
- Knowledge of courthouse and state filings.
- Knowledge of financial statements and loan documentation.
- Ability to work as a team member.
- Excellent customer service skills with the ability to use tact and diplomacy.
- Sales ability.
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