Overview:
Receives mail and pulls and re-files documents and files on Institutional clients; updates tracking system on all associated activity.
Primary Responsibilities:
- Check manifests for documents received from Institutional customers to the actual documents; determine if the document is a copy or original. Update tracking system with documents received either manually or by an import.
- Pull files/documents requested by other team members and sign them out to each individual for tracking of files; update tracking system with release information on files that have been requested by customers. Send files/documents to the correct customer.
- Re-file files and/or documents returned to the vault; update tracking system with return information for re-instatements of any returned files from customers to support system accuracy.
- 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 diversity and reflects the M&T Bank brand.
- Maintain M&T internal control standards, including tim...
Manufacturers and Traders Trust Co
Financial institution offering banking services to consumers and businesses.
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