Customer Asset Management (CAM) Escalations Analyst I (Hybrid - Getzville, NY)

M&T Bank Corp

Getzville, NY

JOB DETAILS
SALARY
$22.61–$37.67 Per Hour
SKILLS
Administrative Skills, Analysis Skills, Asset Management, Banking Services, Brand Marketing (Branding), Business Analysis, Business Support, CAD/CAM (Computer-Aided Design/Computer-Aided Manufacturing), Communication Skills, Computer Skills, Customer Escalations, Customer Relations, Customer Support/Service, Detail Oriented, Distribution Management, Documentation, Email Software, External Audit, Financial Analysis, Higher Education, Internal Audit, Loss Mitigation, Organizational Skills, PC Software, Presentation/Verbal Skills, Procedure Development, Process Development, Regulations, Risk Analysis, Risk Management, Root Cause Analysis, Spreadsheets, Team Lead/Manager, Telephone Skills, Time Management, Word Processing, Writing Skills
LOCATION
Getzville, NY
POSTED
30+ days ago

Work Location & Arrangement: This is a hybrid position requiring in-office work four (4) days every week (every Monday, Tuesday, Wednesday, & Thursday) and it will be based in M&T Bank's Getzville, NY office.

Overview:

This position functions as team coordinator/intake specialist. Responsible for overseeing the distribution of cases through the team on a rotating basis and assisting with administrative functions for the team. This position will also involve research and resolving M&T/Bayview verbal and regulatory and non-regulatory written customer correspondence.

Primary Responsibilities:

  • Prescreen and document escalated customer complaint cases appropriately in Service Manager.

  • Perform daily, weekly, monthly, and annual case reporting and audits.

  • Participate in developing system/process enhancement plans.

  • Evaluate systems and document functional processes.

  • Delegate all escalated customer complaint cases to analysts on a rotation.

  • Effectively investigate and resolve customer correspondences received directly or through a regulatory agency for M&T and Bayview accounts with accurate information. Research and identify root causes; work with management to identify process gaps and establish procedural changes to mitigate future occurrences.

  • Respond to incoming phone calls and other client requests made via phone, e-mail or through letters maintaining brand image.

  • Promote and explain our products/services to customer on an ongoing basis in order to maximize opportunities.

  • Maintain accurate documentation on departmental database and electronic files.

  • Issue timely and accurate documentation and correspondence to clients, and other departments. Prioritize problems as they arise.

  • Perform basic ad hoc analyses to support business decisions. Provide feedback to management regarding results.

  • Identify risk-related issues needing escalation to management. Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis.

  • Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.

  • 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.

Scope of Responsibilities:

The incumbent works under general supervision.

The incumbent has internal contact with numerous departments and externally with customers and service providers.

Education and Experience Required:

  • A combined 4 years higher education and/or work experience including a minimum of 2 years' customer service experience.

  • Proficient with personal computers and pertinent software including word processing, spreadsheet and email software.

  • Strong customer service skills and an empathetic approach when interacting with customers.

  • Strong verbal and written communication skills.

  • Strong attention to detail.

Education and Experience Preferred:

  • Bachelor's degree.

  • Previous experience in banking, default, customer service and/or loss mitigation.

  • Ability to empathize and defuse sensitive customer situations.

  • Knowledge of Bank products and services.

  • Strong problem solving skills and judgment.

  • Detailed knowledge of all departmental systems/applications.

  • Excellent communication skills, both verbal and written.

  • Analytical, accurate and detail-oriented while working under pressure.

  • Demonstrated ability to remain organized in a fast paced environment.

#LI-RS1

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $22.61 - $37.67 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Getzville, New York, United States of America

About the Company

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M&T Bank Corp