Banking Services Operations Associate III - Records Management
M&T Bank
**Overview:**
Fulfills and assists with management of requests for filing and retrieving loan folders and documents for Commercial, Consumer and Residential Mortgage loans.
**Primary Responsibilities:**
+ Research and review customer account(s) to support internal and external requests
+ Perform production work associated with Records Management, including document retrieval, verification, and routing
+ Process and fulfill customer statement requests in a timely and secure manner
+ Monitor individual email, team email boxes, and several Microsoft Teams channels for incoming work, escalations, and general inquiries
+ Provide guidance and clarification to offshore partners on escalated process questions
+ Input account balances on governmental websites (for Social Security applicants)
+ Collaborate with team members to identify process improvements
+ 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.
**Qualifications:**
+ Strong attention to detail and organizational skills
+ Prior experience in banking operations, customer service, or records management preferred
+ Ability to prioritize tasks and manage multiple workflows
+ Effective verbal and written communication skills
+ Proficiency in Microsoft Office
+ Ability to work independently and collaboratively across teams
**Education and Experience** **Required :**
Associates’ degree or a minimum of 2 years’ work experience
**Education and Experience Preferred:**
Some post high school education
Minimum of 2 years’ banking experience within an operations unit or the department
Proven data entry skills
Proven personal computer skills
**Physical Requirements:**
Ability to lift up to 25 pounds
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $18.00 - $28.11 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
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
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