About this role
Overview:
Processes legal papers by conducting research into existing relationships on debtor(s), restrains accounts as appropriate by applying proper exemptions and preparing case file as appropriate.
Primary Responsibilities:
- Complete account research to identify proper relationship of debtor with the Bank. Answer legal questions in accordance with authority and certification of letter.
- Apply Federal and NYS exemption test logic and proper fee.
- Prepare customer letter and case file, inclusive of screen shots, customer letters and copies of correspondence with customer and/or agencies.
- Participate in departmental Projects related to restraints
- Apply exemption test logic of all states in the footprint.
- 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.
Scope of Responsibilities:
Education and Experience Required:
High School diploma or equivalent (GED) and a minimum of 3 years’ work experience
Proficiency with personal computers as well as pertinent word processing, spreadsheet and email software
Proven customer service skills
Education and Experience Preferred:
Associate’s degree
Minimum of 2 years’ banking operations experience
Knowledge of departmental software
Proven ability to multi-task
Proven ability to work under tight time constraints
Demonstrated written and verbal communication skills
Proven organizational skills
Proven prioritization skills
Ability to exercise good judgment and sound discretion
Ability to recognize time sensitive and urgent matters
Experience as a paralegal or legal assistant in a large law firm
Experience with various notices and legal documents
Some knowledge of laws regarding federally exempt deposit types of other states
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $25.07 - $41.79 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.Location
Bridgeport, Connecticut, United States of AmericaOther facts
About M&T Bank
Great companies have an enduring sense of purpose. At M&T, our purpose is a simple one: make a difference in people’s lives and uplift the communities we serve. Founded in 1856 in Buffalo, NY we are now a top 11 full-service US-based commercial bank with a retail footprint across the east coast and wealth services available nationwide and abroad. As a bank, we offer advice, guidance, expertise, and solutions across the entire financial spectrum that combines M&T’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. We are a community-minded organization with more than 167 years of experience. We serve customers, community, and colleagues whether they be across the street, across the state or across the country.
As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time, each year. Our core values drive the work we do – integrity, ownership, collaboration, curiosity, candor and we seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members.
M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws.
What you'll do
- The associate processes legal papers by researching debtor relationships and restraining accounts as necessary. They also prepare case files and customer letters while adhering to regulatory standards.
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