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...