M&T Bank · 1 day ago
BB Relationship Liaison III (Hybrid within footprint)
Harrisburg, PA
Full-time
Hybrid
Mid Level
$22.61/hr - $37.67/hr
4+ years expM&T Bank is a financial institution that is seeking a BB Relationship Liaison III to join their Business Banking Sales Division. This role focuses on portfolio and risk management, providing customer service, and supporting business development efforts.
Financial Services
Responsibilities
Develops and maintains specialized knowledge of loan accounting systems, internal policies, procedures, and systems/applications, applicable regulatory guidelines, and ensures any issues are addressed and provided resolution
Knowledge and interpretation of M&T Credit Policy, business financial documents, business banking loans, and additional legal documentation associated with maintaining satisfactory asset management
Manages the communication between credit underwriting, external attorneys, internal legal, document preparation departments, and others as may be needed to meet loan closing deadlines and resolve relevant issues
Partners with designated team and other internal and external stakeholders to address discrepancies/issues found during due diligence, loan documentation, loan closing and review processes. Escalates issues as appropriate. Coordinates with members of the sales team/leadership to process exception requests, and deviations from day-to-day business processes
Lead regular one-on-one meetings with Relationship Manager(s) that he/she supports as well as attends cross-business line cluster meetings to prioritize ongoing activities regarding portfolio management as well as new loan requests
Part of the client facing team supporting transaction requests, documentation collection, fraud support, error resolution, resolving escalations, and ad hoc needs
Research client and bank issue and escalation and propose solutions and potential trade-offs for resolution. Outline risks and propose mitigants
Monitor and manage the outstanding assets in the portfolio, such as, but not limited to, maturing loans, exception pricing, annual reviews, and covenant compliance
Act as a first line of defense with the relationship team to help identify and mitigates risks
May perform other duties as assigned such as, but not limited to, participating in the training, and mentoring of new team members, identifying areas of opportunity for improvements, participating on projects related to process efficiency
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
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
Promote an environment that supports diversity and reflects the M&T Bank brand
Complete other related duties as assigned
Qualification
Required
Bachelor's degree and a minimum of 4 years' service experience or in lieu of a degree a combined minimum of 8 years higher education and/or work experience, including a minimum of 4 years' service experience
3 years retail/commercial/corporate credit loan processing experience
Proficient personal computer skills, including Microsoft Word and Excel
Preferred
Knowledge of bank policies, procedures, and banking regulations are required
Knowledge of courthouse and state filings
Knowledge of financial statements and loan documentation
Ability to work as a team member
Excellent customer service skills with the ability to use tact and diplomacy
Sales ability
Company
M&T Bank
Great companies have an enduring sense of purpose.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
René Jones
Chairman & Chief Executive Officer
Dan Saper
•Co-Founder/Co-Chairman of Welcome to M&T Bank Affinity Group, Western New York Chapter
Recent News
2025-10-07
2025-10-06
Company data provided by crunchbase