LEAF Account Associate

M&T Bank • Orange, CA

1d • $26 - $44

About The Position

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

Requirements

• 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

Nice To Haves

• Bachelor’s degree in Business or Finance

Responsibilities

• 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, 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.

Benefits

• M&T Bank is committed to fair, competitive, and market-informed pay for our employees.
• As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time, each year.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level