Banking Services Operations Associate IV - IRA

Overview: This position is for an opening within our Individual Retirement Account (IRA) Servicing team in the Banking Services division of M&T Bank. The members of this team perform various tasks in association with M&T Bank's IRA portfolio. The team supports branch staff and other areas via telephone and email contact. Primary Responsibilities: Provide Individual Retirement Account (IRA) guidance and customer service support via phone and email to branches and telephone center. Work in conjunction with branch and Telephone Center teams to assist with standard to intermediate level of complexity account maintenance questions and support transactions. Serve as first-level escalation point for problematic and non-standard type inquiries. Open IRA Account in appropriate systems while performing compliance validation and system scan on new customers. Review various forms of documentation to ensure accuracy for regulatory and other requirements. Conduct account research and investigation to resolve exceptions, issues and/or inaccuracies. Process moderate to complex data entry to the IRA operating system to reflect account maintenance updates requested by IRA account owners or their beneficiaries. Contribute to a highly productive team environment and positive workplace atmosphere. Earn the trust and respect of their peers through demonstrating an ability to perform at a high level. Build mutual support and alignment with peers and stakeholders to assist with problem resolution and creating process efficiencies wherever possible. Embrace agile ways of working combined with personal accountability to achieve results. Utilize resources and available information to build self-development while always keeping an eye toward future goals. Set and align daily task priorities to align with the overall goals of the team. Understand how work contributes to the overall bank vision and strategy and align actions accordingly. Seek out ideas and best practices and embrace change to deliver an efficient, quality result for the department. Adapts to a competitive landscape and respond nimbly to trends and developments as they occur. Able to use tact and diplomacy in a group setting to problem solve unique situations. 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: High school diploma or equivalent (GED) and a minimum of 3 years’ general work experience Education and Experience Preferred: Bachelor’s degree Schedule: This role reports out of Commerce Drive in Amherst, NY in compliance with the Bank's hybrid model. Shift hours are Monday - Friday 8:00 AM - 4:30 PM. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $20.55 - $34.25 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation. Location Amherst, New York, United States of America Great companies have an enduring sense of purpose. At M&T, our purpose is a simple one: make a difference in people’s lives and uplift the communities we serve. M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&T’s affiliates offer advice, guidance, expertise and solutions across the entire financial spectrum, combining M&T Bank’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. M&T Bank has a network of over 1,000 branches and 2,200 ATMs that span 12 states from Maine to Virginia and Washington, D.C. For more than 165 years, M&T has strived to take an active role in our communities and build long-lasting relationships with our customers. We are a bank for communities—combining the capabilities of a large bank with the care of a locally focused institution. As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time, each year. Our core values – integrity, ownership, collaboration, curiosity, and candor – drive the work we do. We seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members. View M&T’s Human Capital Report to learn more. Ready to join our team? Submit your application today! If you are unable to apply through this site due to technical issues or need an accommodation to apply, please contact us at View email address on click.appcast.io for assistance. M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws. M&T Bank Corporation has policies and procedures in place to promote a drug free workplace. Career Site Privacy Notice