Banking Services Operations Associate IV - Trust Processing & Research - SMAC (Hybrid) jobs in United States
cer-icon
Apply on Employer Site
company-logo

M&T Bank · 9 hours ago

Banking Services Operations Associate IV - Trust Processing & Research - SMAC (Hybrid)

M&T Bank is a financial institution providing banking services, and they are seeking a Banking Services Operations Associate IV to support their Wealth & Institutional Services Division. The role involves processing asset, cash and security transactions, resolving issues, and ensuring compliance with internal policies and external regulations.

Financial Services
check
H1B Sponsor Likelynote

Responsibilities

Resolve problems with transactions by communicating directly with internal Financial Advisors, Investment Managers and third parties. Work with Middle and Front Office to resolve problems with requests submitted
Balance, report, and research all exception items that settle through various depositories, general ledger and house accounts
Process and record specific types of transactions relating to investment cash and assets amongst accounts according to applicable policies and procedures
Monitor the group mailbox for incoming work and inquiries
Complete independent verification of transactional activity processed by other team members to ensure accuracy
Support and recommend the implementation of process improvements for the area
Interpret data received from internal and external parties to process moderately complex transactions with a sense of urgency
Identify and report all risk and compliance issues, breaches and suspicious activities to management
Prioritize and manage own workload to meet service level agreements and internal service delivery standards
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

Securities processingTrade settlementTrust accounting systemsAccounting principlesSpreadsheet softwareMathematical skillsWork under time constraintsEffective communicationDetail-orientedOrganizational skills

Required

Associate's degree and a minimum of 1 years' general work experience, or in lieu of a degree, a combined minimum of 3 years' higher education and/or work experience
Effective communication skills
Detail-oriented
Good organizational skills
Strong mathematical skills
Knowledge of pertinent spreadsheet and word processing software

Preferred

Bachelor's degree in Business, Finance or Accounting
Minimum Of 2 Years' Securities Industry Experience
Knowledge of Trust accounting systems
Knowledge of accounting principles as needed by job
Knowledge of pertinent Bank systems
Ability to work under time constraints

Company

M&T Bank

company-logo
Great companies have an enduring sense of purpose.

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)

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
René Jones
Chairman & Chief Executive Officer
linkedin
leader-logo
Dan Saper
•Co-Founder/Co-Chairman of Welcome to M&T Bank Affinity Group, Western New York Chapter
linkedin
Company data provided by crunchbase