Transfer Agent Specialist; Global Capital Markets Support Services - Hybrid
Job in
Wilmington, New Castle County, Delaware, 19894, USA
Listed on 2026-01-15
Listing for:
M&T Bank Corporation
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Financial Analyst, Banking Operations, Financial Services, Loan Servicing
Job Description & How to Apply Below
Hybrid Position locations:
Wilmington, DEtime type:
Full time posted on:
Posted Todayjob requisition :
R81911
** Overview:
** Join our Shared Services team as a Transfer Agent Operations Specialist. In this role, you'll play a critical part in supporting complex financial transactions by ensuring accurate processing of bondholder transfers, account updates, and payments. You'll work in a fast-paced, high-volume environment where attention to detail and strong problem-solving skills are key.
** What You'll Do:**
* ** Process Transfers & Account Updates:
** Review and validate physical certificates and documentation to complete ownership transfers, issue new certificates, and update account details in our system.
* ** Ensure Accuracy & Compliance**:
Follow established checklists and controls to meet regulatory requirements, SLAs, and internal standards.
* ** Collaborate Across Teams:
** Work closely with clients and stakeholders to clarify information and resolve discrepancies.
* ** Disbursements & Adjustments:
** Support wire transfers, check disbursements, and trust-to-trust transfers; assist with bond adjustments and wire instruction updates when needed.
* ** Manage Workflow & Priorities:
** Monitor cases in our workflow system, prioritize based on deadlines, and ensure timely progress.
* ** Customer Interaction:
** Respond to inquiries primarily via email (with occasional phone calls) to provide updates and resolve issues professionally.
* ** Continuous Improvement:
** Identify opportunities to streamline processes and enhance operational efficiency.
** What a Day Typically Looks Like:
** Start by reviewing your workflow queue for pending transfers requests, prioritize based on payment dates or SLAs, and conduct initial document reviews. If documentation is incomplete, initiate follow-up. When capacity allows, assist with cross-training tasks or projects assigned. Expect occasional problem-solving, such as verifying original signatures or authenticating bond documents.
** Education and Experience
Required:
*** Associate's degree, or equivalent work experience
* 2+ years' relevant work experience
*
* What We're Looking For:
**
* ** Operational Expertise:
** Background in operations or high-volume processing (mortgage or similar experience works as well).
* ** Detail-Oriented & Analytical:
** Skilled in reviewing complex documents and spotting discrepancies. Strong problem-solving, organizational, and interpersonal skills.
* ** Adaptable & Organized:
** Comfortable shifting priorities quickly to meet SLAs and deadlines.
* ** Strong Communication:
** Ability to work with internal partners and respond professionally to client inquiries.
* ** Tech-Savvy:
** Proficient in data entry, Microsoft Excel, and workflow systems; quick learner for new tools.
* ** Financial Services Knowledge:
** Helpful, but not required - training provided.
** Work Model/Office Location(s):
*** This is a hybrid position requiring weekly in-office work in compliance with Bank policy.
* Eligible candidates must live within commuting distance to 1100 North Market Street, Wilmington, DE 19801.
** Scheduled Shift/Required Availability:
*** Standard
Hours:
Monday-Friday, 8:00am-5:00 pm (with flexibility)
You'll be part of a collaborative team that values accuracy, efficiency, and client service. We offer comprehensive training, opportunities for cross-functional learning, and a chance to grow within a dynamic financial services environment.
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $24.87 - $41.45 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.#
** Location
* * Wilmington, Delaware, United States of America 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**. M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&T’s affiliates offer advice, guidance, expertise and solutions across the entire financial spectrum, combining M&T Bank’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. M&T Bank has a network of over 1,000 branches and 2,200 ATMs that span 12 states from Maine to Virginia and Washington, D.C. For more than 165 years, M&T has strived to take an active role in our communities and build long-lasting relationships with our customers.
We are a bank for communities—combining the capabilities of a large bank with the care of a locally focused institution.
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