What are the responsibilities and job description for the Optional Products Specialist II position at M&T Bank?
Overview:
Have you ever purchased a car or RV and added on ancillary insurance products such as tire and roadside protection, GAP, paint and fabric protection, or many others? Well, here at M&T, we are seeking professionals to help us refund our customers when these products require cancellation for the benefit of our customers with auto or recreational loans.
Primary Responsibilities:
- Perform data entry of various types of information in different platforms (banking systems, excel, etc.)
- Receive and process checks for warranty refunds to customers
- Prepare and process check requests to customers for warranty refunds
- Process warranty refunds to customers loans
- Prepare and mail letters to dealerships and customers
- Contact outside vendors (insurance companies, dealerships) to gather and/or provide information on accounts
- Review customer contracts regarding warranty information
- Work refund queues to ensure customers are receiving the correct refund amounts
- Review payments posted to customer’s loans to ensure they were processed correctly
- Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies
- Contribute to growing our internal and external business partner relationships through weekly touchpoints
- Assist supervisor and team lead in high priority projects
- Promote an environment that supports diversity 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:
This position has limited customer and direct contact with warranty providers, dealerships, and relationship managers via phone or email.
Education and Experience Required:
A combined 2 years’ higher education and/or work experience, with a minimum of 1 year relevant work experience.
Strong verbal and written communication skills.
Detail oriented.
Proficient PC skills including word processing, spreadsheet and email software.
Education and Experience Preferred:
- Willing to Learn
- Adaptable
- Detail Oriented
- Self-Starter
- Problem Solver
- Microsoft Excel Experience – Includes data entry experience, basic formula experience, and understanding on how to build tables within excel to present and filter data.
Location
Getzville, New York, United States of AmericaFood Safety Systems Specialist
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