- Monitor relevant administrative and operational systems, databases and activity related to accounts of moderate to significant intricacy, complexity and level of risk, to ensure accounts are setup and operating within established policies, procedures and guidelines.
- Review, analyze and provide comments to counsel related to negotiation and drafting of operative documents and agreements for assigned accounts.
- Coordinate activities related to monitoring risks and ensuring regulatory compliance for assigned accounts with Legal, Risk, Compliance and/or Audit as required.
- Research and resolve issues related to control and client service aspects of assigned accounts in a timely manner to maintain customer satisfaction, working with appropriate internal and external resources as required.
- Work with external parties, including attorneys, financial advisors, interested parties and alliance/service partners, to structure and close GCM transactions in a timely manner.
- Complete various account administration activities of moderate to significant intricacy, complexity and risk including, timely cash flow execution and fee billing, internal and external reporting and tickler processing.
- Participate, along with GCM Sales, in sales calls to current and prospective clients, either in-person or over the phone and prepare fee proposals to support new business opportunities. Evaluate fees for suitability and conformance with fee schedules. Partner with Fee Billing to monitor and timely collect aged receivables.
- Manage relationships, cultivating current and prospective clients and referral sources to uncover opportunities and potential sources of new business including representing GCM at transaction closings, attending and chairing client meetings and presentations and preparing relevant documentation to support the attraction, retention and expansion of client relationships.
- Identify areas, based on transaction knowledge and fees charged, where revenues can be increased by charging additional fees when services change; advise management of these opportunities. Implement approved fee increases, fee discounts and waivers as identified or instructed and per established controls and procedure.
- Provide coverage and support for other Relationship Mangers within assigned Section/Unit as required by absence.
- Represent GCM and/or lead departmental projects and Corporate initiatives on a periodic basis.
- Assist management with the development and operation of business products and processes.
- May supervise and/or mentor less experience associates.
- 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 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.
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GCM Relationship Manager - Costa Mesa, CA, United States - TEKsystems
Description
Description:
Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts of varying complexity and importance, including all administrative, operational and risk management activities for GCM transactions. Serves as main point of contact with the client and internal and external service partners to follow short and long-term strategies to achieve sustainable earnings growth and compliance with Bank and Division strategic plans. Manages daily administration of assigned transactions, including delivering exceptional service to clients, ensuring all internal controls are satisfied. Works with internal partners as appropriate.
Primary Responsibilities:
Skills & Qualifications:
1. Working knowledge of pertinent specialized internal software applications
2. Managerial or leadership experience
3. Systems they use: ACS Web, Try, Report, SEI, Loan IQ, ClearPar, and Appian.
About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
