Teams at M&T Bank

The CLO Client Administrator III supports client relationships, handles cash applications, trade processing, and compliance reporting while promoting process improvements and adherence to company standards.

Lead a client relationship team to acquire, retain, and grow high-net-worth clients by delivering comprehensive wealth management solutions, managing sales pipeline, coordinating specialists, ensuring compliance, and meeting revenue goals.

Originates and books direct lease and finance transactions, performs heavy cold-calling to generate vendor/reseller business, manages transactions from origination through post-termination, documents sales activities, ensures compliance with risk and regulatory standards, escalates risk issues, and supports internal controls and audit requirements.