Relationship Liaison III

M&T Bank
Falls Church, VA
May 07, 2018
May 21, 2018
Accountant, IT
Full Time
BASIC FUNCTION: 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. POSITION RESPONSIBILITIES: 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. Independently calls on customers, in person and on the phone, to build strong customer relationship, analyze service enhancements and identify sales opportunities. Coordinate pre and post call planning sessions with parties involved. Sell, document and coordinate implementation of the more elaborate products. In conjunction with business development representatives or mortgage administrators, proactively researches/screens for prospects 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, ie 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. NATURE AND SCOPE: The incumbent is responsible for performing all follow-up and backup work required to support business development representatives or mortgage administrator with day to day customer service. This allows business development representatives or mortgage administrators to focus on generating sales and not the administrative responsibilities. The incumbent must possess the ability to initiate independent action, using skill and judgement in identifying and resolving problems and anticipating customer needs. MINIMUM QUALIFICATIONS REQUIRED: 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 IDEAL QUALIFICATIONS PREFERRED: 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 About M&T At M&T, we strive to be the best place our employees ever work, the best bank our customers ever do business with and the best investment our shareholders ever make. So when looking to advance your career, look to M&T. As a top 20 US bank holding company and one of the best performing regional banks in the country, we offer a wide range of performance based career development opportunities for talented professionals. And through our longstanding tradition of careful, conservative and consistent management and a strong commitment to the communities we serve, we continue to grow with a focus on the future.Job Posting: May 3, 2018, 10:41:27 AM Unposting Date: Ongoing

Similar jobs