Strategic Initiatives Analyst II- Hybrid w/in M&T footprint
This role is available with a hybrid in-office schedule within M&T's footprint
Overview:
Works closely with Strategic Initiatives team to support non-routine key initiatives. Supports design, planning and implementation for time-sensitive, critical, programs and/or projects. Supports facilitation of industry groups that meet regularly to share best practices and promote industry advocacy efforts.
To support the continued growth of Mortgage Originations, the Mortgage Strategy and Sales Enablement team requires dedicated capacity to lead and advance key strategic priorities. This role will provide ownership and leadership of high-impact, cross-functional initiatives focused on strengthening Mortgage Sales effectiveness, expanding partnership opportunities, and supporting business line capture and recapture strategies. A key focus will be equipping the Mortgage Sales team for success through education, tools, resources, and actionable strategies that strengthen their ability to engage customers, deepen relationships, and identify growth opportunities. The position will translate broader business objectives into executable initiatives that drive sales effectiveness, support customer acquisition and retention, and contribute to the long-term growth of the Mortgage business.
Primary Responsibilities:
- Support planning and implementing new projects, products, programs and initiatives to achieve short and long-term business objectives and strategic outcomes.
- Lead effort to maintain project documentation. Develop comprehensive documentation that aligns with regulatory expectations as required.
- Assist the team in addressing problems/solutions, risks and issues. Analyze information, determine feasible solutions, and articulate recommendations to project team. Apply critical thinking to independently navigate problems and issues.
- Develop and produce basic ad-hoc and automated departmental analyses and reports, including workflow, project and strategic analysis and trend reporting.
- Distill information and create an executive summary to drive action.
- Adhere to all standards and procedures ensuring high quality work and that efforts are appropriately and accurately documented.
- 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 belonging 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.
Education and Experience Required:
- Bachelor’s degree and a minimum of 2 years’ relevant work experience, or in lieu of a degree, a combined minimum of 6 years’ higher education and/or work experience, including a minimum of 2 years’ relevant work experience
- Strong attention to detail
- Experience working independently and functioning as a member of a team
- Strong analytical ability
- Creative problem-solving skills
- Strong interpersonal skills
- Strong written and verbal communication skills
- Self-motivated
- Results-driven
- Well-organized
- Experience handling multiple tasks and working under time constraints in support of various assignments
- Proficient with personal computers and pertinent spreadsheet, database, graphing, and presentation software
Education and Experience Preferred:
- Bachelor’s degree in Finance, Economics, Math, Accounting, Engineering, or Business Administration
- Banking/financial industry experience
- Six Sigma, Lean or Process Improvement, or project management-related education
- Experience with SQL, programming and statistical software
- Experience with financial, regulatory and/or process analysis, and technical writing
- Curious and innovative
