M&T Bank

LEAFAccountAssociate

$0–0k Orange, California, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“LEAF Account Associate at M&T Bank. Skills: originating and booking direct customer transactions, cold calling, lease and finance transactions processing, risk and regulatory standards adherence. originating and booking direct customer transactions. heavy cold calling efforts to repeat direct customer contacts not currently assigned to a salesperson”

What You'll Achieve.

generation of revenue from the re-sellers through cross-selling, upselling, and add-on and promotional sales; 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; generate new business opportunities

Industry & Context.

Problems you'll solve

Proven critical thinking skills; Proven analytical skills

What They're Looking For.

Must Have

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

Nice to Have

Bachelor’s degree in Business or Finance

What You'll Do.

originating and booking direct customer transactions

heavy cold calling efforts to repeat direct customer contacts not currently assigned to a salesperson

Work with the technology vendor to understand their needs to contribute to the generation of revenue from the re-sellers through cross-selling

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

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

How You'll Work.

Team & Collaboration

Work with the technology vendor; Promote an environment that supports belonging and reflects the M&T Bank brand

Communication Scope

Proven presentation skills

Full Job Description

**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

Free ATS check

Applying for this LEAF Account Associate role?

Most applicants get filtered before a human reads their resume. See if yours makes the cut.

How to Apply on Workday

  • Workday has a multi-step form — save your progress after every section.
  • "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
  • Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
  • Job requisition numbers are useful when following up with HR by email.

ANONYMOUS · UNFILTERED

What do employees actually say about M&T Bank?

Real rants from real employees. Read before you apply.

Read Company Rants →