Banking Services Operations Associate III - Records Management
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 AmericaAverage salary estimate
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