Relationship Liaison III
Relationship Liaison III
Provide primary customer support by servicing the needs of existing and prospective customers, ensuring
smooth delivery of superior customer service. Assist business banker representatives or mortgage
administrators to provide customer support in business development activities.
Essential Position Responsibilities
Act as liaison with other internal areas to ensure timely workflow of document production for loans and
proper management of loan portfolio.
Coordinate processing of loan application and documentation and booking and processing loans. Coordinate
clearance of delinquent documents and other exceptions with appropriate areas. Coordinate the loan
closing/settlement, ensuring all documentation is completed on a timely basis.
Independently calls on customers, in person and on the phone, to build strong customer relationship, analyze
service enhancements and identify sales opportunities. Coordinate pre and post call planning sessions with
Sell, document and coordinate implementation of the more elaborate products. In conjunction with business
development representatives or mortgage administrators, proactively researches/screens for prospects
Compile and prepare statistical data of monthly performance for review by Senior Management which
outlines Portfolio Delinquencies, Collections, Charge Off activity, Expenses and Recoveries.
Monitors Portfolio Loan activity and takes action to correct if deemed necessary.
Ensure timely and efficient customer service for assigned area. Provide service support to business
development representatives or mortgage administrators for the purpose of resolving performance/account
problems. Handles a variety of customer inquiries regarding accounts.
Maintain up-to-date information/knowledge regarding assigned area customer accounts, i.e. services,
financial relationships, previous problems, etc. Assists with deposit servicing needs of business banking or
commercial real estate customers. Opens, closes and transfers DDA accounts. Controls overdrafts and
Maintain credit files. Process requests for research, corrections, loan payments, loan advances, collateral
releases, wire transfers and credit inquiries.
May provide work leadership and training to customer service/support group within the assigned area.
Keep abreast of product lines, internal policies and procedures, and external regulations that may impact
Minimum Qualifications Required
Bachelor’s degree or in lieu of a degree, 4+ years of equivalent in work experience
Minimum four years customer service experience
Three or more years retail, commercial and/or corporate credit loan processing experience
Proficient personal computer skills, including Microsoft Word and Excel
Knowledge of banking regulations, courthouse and state filings, financial statements and loan documentation
Excellent customer service skills with the ability to use tact and diplomacy
M&T is among the top 20 U.S.-based commercial bank holding companies with more than $79 billion in assets and more than 780 branches in New York, Maryland, Pennsylvania, Virginia, Delaware, New Jersey, West Virginia, Florida and Washington D.C. With more than 150 years of experience, M&T Bank is committed to be the best company our employees ever work for, the best bank customers ever do business with and the best investment our shareholders ever make.
Apply today at
New Jersey-Saddle Brook-Saddle Brook
New Jersey-Princeton-Princeton NJ (Wt)
Feb 4, 2013, 3:35:12 PM
M & T Bank - 9 months ago
M&T Bank is considered one of the country's most highly regarded regional banks. We were founded more than 150 years ago in Western New...