Shared Services Fees Specialist (Hybrid - Wilmington, DE)
About the position
The Shared Services Fees Specialist position at M&T Bank involves completing a variety of operational duties that are essential for ensuring clients are charged accurate fees. This role requires the individual to handle multiple task-oriented responsibilities that vary in difficulty and urgency on a daily basis. The specialist will process routine and standard transactions in accordance with established procedures, ensuring that all tasks are completed efficiently and accurately. Communication with internal business partners and related service partners is a key aspect of this role, as it facilitates the smooth operation of fee processing and helps address any issues that may arise. In addition to processing transactions, the specialist is expected to escalate non-standard or high-risk exceptions to more experienced personnel when necessary. This requires a keen understanding of the company's risk and regulatory standards, as well as the ability to identify and report any risk-related issues, compliance breaches, or suspicious activities to management. The role also emphasizes the importance of adhering to the company's internal control standards, which includes the timely implementation of audit points and addressing any issues raised by external regulators. The position is part of the WISD Fee team, which promotes an environment that supports diversity and reflects the M&T Bank brand. The specialist will also be responsible for managing their own workload to meet service level agreements and internal service delivery standards, ensuring that all tasks are prioritized effectively. Other related duties may be assigned as needed, making adaptability and a proactive approach essential for success in this role.
Responsibilities
• Process routine and standard transactions according to established procedures.
,
• Communicate with internal business partners and related service partners as required.
,
• Escalate non-standard or high-risk exceptions to more experienced personnel as appropriate.
,
• Prioritize and manage own workload to meet service level agreements and internal service delivery standards.
,
• Identify and report all risk and compliance issues, breaches, and suspicious activities to management.
,
• 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.
Requirements
• Combined minimum of 4 years' higher education and/or work experience.
,
• Comfortable operating in a team environment.
,
• Experience using pertinent word processing and spreadsheet software.
,
• Willing to work a flexible schedule as needed.
,
• Effective verbal and written communication skills.
Nice-to-haves
• Bachelor's degree
,
• Minimum of 1 years' experience in financial services industry.
,
• Basic understanding of financial products.
,
• Knowledge of pertinent Bank systems.
,
• Ability to work under time constraints.
,
• Knowledge of accounting principles.
Benefits
Apply Now
The Shared Services Fees Specialist position at M&T Bank involves completing a variety of operational duties that are essential for ensuring clients are charged accurate fees. This role requires the individual to handle multiple task-oriented responsibilities that vary in difficulty and urgency on a daily basis. The specialist will process routine and standard transactions in accordance with established procedures, ensuring that all tasks are completed efficiently and accurately. Communication with internal business partners and related service partners is a key aspect of this role, as it facilitates the smooth operation of fee processing and helps address any issues that may arise. In addition to processing transactions, the specialist is expected to escalate non-standard or high-risk exceptions to more experienced personnel when necessary. This requires a keen understanding of the company's risk and regulatory standards, as well as the ability to identify and report any risk-related issues, compliance breaches, or suspicious activities to management. The role also emphasizes the importance of adhering to the company's internal control standards, which includes the timely implementation of audit points and addressing any issues raised by external regulators. The position is part of the WISD Fee team, which promotes an environment that supports diversity and reflects the M&T Bank brand. The specialist will also be responsible for managing their own workload to meet service level agreements and internal service delivery standards, ensuring that all tasks are prioritized effectively. Other related duties may be assigned as needed, making adaptability and a proactive approach essential for success in this role.
Responsibilities
• Process routine and standard transactions according to established procedures.
,
• Communicate with internal business partners and related service partners as required.
,
• Escalate non-standard or high-risk exceptions to more experienced personnel as appropriate.
,
• Prioritize and manage own workload to meet service level agreements and internal service delivery standards.
,
• Identify and report all risk and compliance issues, breaches, and suspicious activities to management.
,
• 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.
Requirements
• Combined minimum of 4 years' higher education and/or work experience.
,
• Comfortable operating in a team environment.
,
• Experience using pertinent word processing and spreadsheet software.
,
• Willing to work a flexible schedule as needed.
,
• Effective verbal and written communication skills.
Nice-to-haves
• Bachelor's degree
,
• Minimum of 1 years' experience in financial services industry.
,
• Basic understanding of financial products.
,
• Knowledge of pertinent Bank systems.
,
• Ability to work under time constraints.
,
• Knowledge of accounting principles.
Benefits
Apply Now