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M&T Bank · 3 weeks ago

Banking Services Operations Associate IV - Estate Services

Buffalo, NY

Full-time

Hybrid

Entry Level

$20.55/hr - $34.25/hr

1+ years exp

M&T Bank is a financial institution that provides a wide range of banking services. They are seeking a Banking Services Operations Associate IV to provide consumer support regarding estate services, manage legal documents, and collaborate with internal partners to resolve servicing issues.

Financial Services

H1B Sponsor Likely

Responsibilities

Respond to inquiries from the Estates and/or surviving account holders of deceased customer regarding less complex, single-product, account relationships

Complete document review of various jurisdiction-specific legal documents supporting the death of a customer and the management of their estate such as Probated Last Will and Testaments, Letters of Administration, Letters of Testamentary, and various affidavits

Process system updates to a single system of record ensuring appropriate credit bureau coding is complete

Work with internal business partners, including credit underwriting, Financial Crimes, the Retail Branch network, the Telephone Contact Center, Retail Servicing, and Customer Asset Management to resolve moderately complex servicing issues

Provide timely written communication to customers responsive to their inquiries

Complete daily quality control review of activities to ensure accuracy

Maintain data and provide reporting for internal examinations, federal and state regulatory reviews related to estate servicing

Respond to servicing requests from Risk, Compliance and Legal to allow us to release estate information

Interpret legal and Bank documents for internal processing through analysis of circumstances and document recommended action steps 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 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

Qualification

Legal document reviewCustomer serviceSpreadsheet softwareWritten communicationData reportingProblem solvingVerbal communication

Required

Associate's Degree and a minimum of 1 year work experience, or in lieu of a degree, a combined minimum of 3 years' higher education and/or general work experience

Proficiency with personal computers as well as pertinent spreadsheet and word processing software

Demonstrated excellent verbal and written communication skills

Demonstrated problem solving skills

Preferred

Bachelor's degree

Company

M&T Bank

Glassdoor3.6

Great companies have an enduring sense of purpose.

Founded in 1856

Buffalo, New York, US

10001+ employees

http://www.mtb.com

H1B Sponsorship

M&T Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (116)

2024 (113)

2023 (84)

2022 (103)

2021 (42)