M&T Bank

CEF Operations Associate Team Lead

Williamsville, NY Full time

Overview:

Serves as team leader within assigned Commercial Equipment Finance unit with guidance from manager.  Guides workflow, manages exceptions, and assists in process improvement and related projects within Commercial Equipment Finance. Manages money movement relating to equipment financing.

Primary Responsibilities:

  • Monitor workflow and serve as liaison between assigned Commercial Equipment Finance and management.
  • Provide training and coaching to assigned Commercial Equipment Finance team on daily work functions and approve daily work of assigned team. Manage and provide guidance on exceptions occurring within the team.
  • Assist with production work on an as needed basis.
  • Complete daily production reporting for assigned Commercial Equipment Finance team.  Approve daily team productivity reports, ensuring they accurately reflect team activity.
  • Maintain currency of team procedures; complete quality assurance control reviews of team activities to ensure adherence to these procedures.
  • Review and approve wire transfers, official check requests and internal money transfers as required.
  • Participate in special projects as assigned.
  • Identify opportunities and assist with implementation of approved process improvement efforts for assigned team.
  • Reconcile the general ledger as required.
  • Research and resolve complex internal and external customer issues and escalations within assigned area.
  • Provide vendor support with daily activities and problem resolution.
  • Resolve regulatory complaints for assigned team, working with Legal and Compliance as required.
  • Assist with onboarding new hires.
  • 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:

A combined minimum of 5 years’ higher education and/or relevant work experience

Work leadership experience

Strong customer service skills

Knowledge of relevant spreadsheet, word processing and presentation software

Proven verbal and written communication skills

Education and Experience Preferred

Bachelor's degree

Financial services operations experience

Knowledge of systems, documents, and procedures in assigned area

Excellent verbal and written communication skills

Strong knowledge of departmental systems, documents and procedures

Manages conflict without alienating others

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

Williamsville, New York, United States of America