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  • Senior GCM Client Development Officer I

    M&T Bank (Costa Mesa, CA)



    Apply Now

    Overview:

    Responsible for sales strategy including development, implementation, and execution for assigned Global Capital Markets (GCM) product line and meeting individually assigned sales goals.

    Primary Responsibilities:

    + Complete needs analysis for current and potential Global Capital Markets clients and communicate viable solutions based on those needs.

    + Prospect for new clients and influencers to develop new business opportunities for GCM while promoting all trust services. Ensure continuing development of relationships with clients, influencers and prospects through calling activity.

    + Complete and maintain calling activity logs via contact management system to provide a record of activity.

    + Participate in preparing and developing effective sales promotional materials for meetings with clients.

    + Recognize market trends and implement new product ideas as market conditions dictate.

    + 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.

    + 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 emphasizes the ability to maximize market coverage through smart prioritization of client focus and time management. It requires a high degree of autonomy and extending one-self to meet clients where they are—in their markets, offices, at conferences and other industry events. It also requires a consistent level of collaboration with account administration colleagues to ensure transparency of sales efforts and client interactions.

    Supervisory/Managerial Responsibilities:

    Not Applicable

    Education and Experience Required:

    Bachelor's degree and a minimum of 5 years’ professional work, sales and/or leadership experience, or in lieu of a degree, a combined minimum of 9 years’ higher education and/or work experience, including a minimum of 5 years’ professional work, sales and/or leadership experience

     

    Strong verbal and written communication skills

     

    Experience understanding individual needs analysis of potential clients

    Education and Experience Preferred:

    Minimum of 7 years’ professional work, sales and/or leadership experience

     

    Corporate Trust sales or administration experience

     

    Institutional sales experience in other related financial services businesses

     

    Advanced degree

     

    Certified Corporate Trust Specialist (CCTS) certification

     

    M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $128,337.00 - $213,895.01 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

    Location:

    Costa Mesa, California, United States of America

     

    M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

     


    Apply Now



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