1 years financial services client service experience
Bachelor's degree or equivalent combined experience
Strong customer service and interpersonal skills
The role supports servicing and sales enablement activities to drive new client relationships and retain existing High Net Worth clients
Job Summary
The role supports servicing and sales enablement activities to drive new client relationships and retain existing High Net Worth clients.
Primary responsibilities include resolving daily transaction needs, onboarding new clients, and maintaining strong relationships through daily interactions.
Candidates must adhere to risk and regulatory standards while promoting an environment that supports belonging and reflects the M&T Bank brand.
Matching Summary
The role supports servicing and sales enablement activities to drive new client relationships and retain existing High Net Worth clients.
Salary
Base: $24.87 - $41.45 Hourly (USD); Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
1 years financial services client service experience
Bachelor's degree or equivalent combined experience
Strong customer service and interpersonal skills
Nice-to-have
Private banking or wealth management exposure
Trust experience and product knowledge
Ability to work independently in team environment
Key Requirements
Bachelor's degree required or 5 years combined education/work experience
Minimum 1 year financial services client service experience
Proficiency with personal computers and office software