• LEAF Account Associate

    M&T Bank (Orange, CA)


    Overview:

    Responsible for originating and booking direct customer transactions, including heavy cold calling efforts to repeat direct customer contacts not currently assigned to a salesperson.

    Primary Responsibilities:

    Work with the technology vendor to understand their needs to contribute to the generation of revenue from the re-sellers through cross-selling, upselling, and add-on and promotional sales.

     

    Serve as single point of contact to ensure the timely and proper handling of the processing of lease and finance transactions and any related issues from origination to booking through post-termination of agreements.

     

    Complete cold-calling to potential vendors via phone to generate new business opportunities.

     

    Document sales-related activities to provide a record for future reference.

     

    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.

    Scope of Responsibilities:

    Supervisory/Managerial Responsibilities:

    Not Applicable

    Education and Experience Required:

    Bachelor’s degree, or in lieu of a degree, a combined minimum of 4 years’ higher education and/or work experience

     

    Proficiency with personal computers as well as pertinent spreadsheet, word processing and presentation software

     

    Detail-oriented

     

    Experience researching and collecting data

     

    Proven critical thinking skills

     

    Proven analytical skills

     

    Proven organizational skills

     

    Proven presentation skills

    Education and Experience Preferred:

    Bachelor’s degree in Business or Finance

    Physical Requirements:

    M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $24.30 - $40.49 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

     

    Location

     

    Orange, California, United States of America

     

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