M&T Bank
LEAFAccountAssociate
Neural analysis suggests this role is
optimal for Mid+ candidates.
“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.
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
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