Relationship Liaison III
M&T Bank    |    Philadelphia, PA    |    8/24/2014
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JOB DESCRIPTION

Job Posting:  Aug 18, 2014, 8:49:22 AM
Unposting Date:  Ongoing
 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 and or 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 and or 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 or account problems. Handles a variety of customer inquiries regarding accounts. Maintain up-to-date information or 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. 
 
Basic Qualifications Required:
Bachelor's degree or in lieu of degree, Four or more years equivalent in work experience.
Four or more years customer service experience.
Three or more years years retail, commercial, corporate credit loan processing experience.
 
Ideal Qualifications Preferred:
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. Demonstrated sales ability



"M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer for Minorities/Females/Individuals with Disabilities/Veteran Status”
JOB REQUIREMENTS

 
JOB SNAPSHOT

Employment Type: Full-Time
Base Pay: N/A
Other Pay: N/A
Industry: Banking - Financial Services
Education: 4 Year Degree
Experience: Not Specified
Manages Others: Not Specified
Relocation: Not Specified
Required Travel: Not Specified
Job ID: 3CWEI
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COMPANY OVERVIEW
The M&T Bank Vision.

To become a visibly successful organization admired for high quality innovative financial products offered by diverse, team-oriented, dedicated, and well-respected employees. Our customers will actively seek us out as their preferred partner in achieving their financial goals. In essence, we will become "all the bank" our customers will ever need.

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