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Banking Services Operations Associate III - Retail Servicing Customer Support

M&T Bank · US

Overview: Responds to written and email correspondence from customers. Completes outbound phone calls to customers as required to explain resolution to their...

Job description

Overview: Responds to written and email correspondence from customers. Completes outbound phone calls to customers as required to explain resolution to their correspondence. Provides support for customer requests. Primary Responsibilities: - Research and respond to customer inquiries, including mail and email. - Review documentation and records to gather information necessary to respond to customer inquiries; seek assistance when needed for more complex issues. - Process deposit for online opened accounts received by mail in a timely and accurate manner; create and maintain deposit account opening monetary logs for audit and compliance purposes. - Interact with other areas of the Bank to obtain needed information to respond to customer requests which may include payoff requests, payment histories, year-end statements, card fulfillment, and other customer needs. - Complete activities in a manner compliant with applicable laws and regulations, such as RESPA (Real Estate Settlement Procedures Act), FDCPA (Fair Debt Collection Practices Act) and other applicable mortgage servicing regulations. - Develop a proficiency in the use of multiple pertinent systems and knowledge of Mortgage an...