Sales Assistant

M&T Bank•Lewisburg, PA

22h•$21 - $36•Onsite

About The Position

Overview: Provide administrative and sales support to Registered Representatives (Financial Advisors) to a designated branch and/or region. Primary Responsibilities: Actively support maintenance of customer relationships by providing administrative support to include receives/returns customer calls from existing or prospective clients to support follow-up activities with required servicing. Support sales process by participating in preparing, planning and executing sales-related activities including audits, preparing marketing materials and client onboarding and preparing and follow-up processes. Assist in gathering or preparing sales materials in preparation for sales meetings. Coordinate and arrange meetings and appointments to maintain business calendars of events for the sales force in the associated branch and/or region. Coordinate travel arrangements, sales meetings, training activities and events and customer seminars. Assist in reviewing and processing paperwork sent to the home office. May assist in processing trades on appropriate system following appointments. Maintain regular sales reporting to keep sales force updated on regional activity (i.e. updates sales and referral activity.) Support the audit and compliance process and associated activities. Support the sales force by facilitating the ordering and processing of business cards, name plates and computer access. 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: This position works under direct supervision. This position requires interaction with internal and external contacts to obtain pertinent information. Education and Experience Required: Associate’s degree, or in lieu of a degree, a combined minimum of 2 years’ higher education and/or work experience Education and Experience Preferred: Minimum of 1 years’ sales and/or sales administration experience FINRA Series 99 license M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $21.49 - $35.81 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation. Location Lewisburg, Pennsylvania, United States of America Great companies have an enduring sense of purpose. At M&T, our purpose is a simple one: make a difference in people’s lives and uplift the communities we serve. M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&T’s affiliates offer advice, guidance, expertise and solutions across the entire financial spectrum, combining M&T Bank’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. M&T Bank has a network of over 1,000 branches and 2,200 ATMs that span 12 states from Maine to Virginia and Washington, D.C. For more than 165 years, M&T has strived to take an active role in our communities and build long-lasting relationships with our customers. We are a bank for communities—combining the capabilities of a large bank with the care of a locally focused institution. 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. Our core values – integrity, ownership, collaboration, curiosity, and candor – drive the work we do. We seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members. View M&T’s Human Capital Report to learn more. Ready to join our team? Submit your application today! If you are unable to apply through this site due to technical issues or need an accommodation to apply, please contact us at [email protected] for assistance. M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws. M&T Bank Corporation has policies and procedures in place to promote a drug free workplace. Career Site Privacy Notice

Requirements

Associate’s degree, or in lieu of a degree, a combined minimum of 2 years’ higher education and/or work experience

Nice To Haves

Minimum of 1 years’ sales and/or sales administration experience
FINRA Series 99 license

Responsibilities

Actively support maintenance of customer relationships by providing administrative support to include receives/returns customer calls from existing or prospective clients to support follow-up activities with required servicing.
Support sales process by participating in preparing, planning and executing sales-related activities including audits, preparing marketing materials and client onboarding and preparing and follow-up processes.
Assist in gathering or preparing sales materials in preparation for sales meetings.
Coordinate and arrange meetings and appointments to maintain business calendars of events for the sales force in the associated branch and/or region.
Coordinate travel arrangements, sales meetings, training activities and events and customer seminars.
Assist in reviewing and processing paperwork sent to the home office.
May assist in processing trades on appropriate system following appointments.
Maintain regular sales reporting to keep sales force updated on regional activity (i.e. updates sales and referral activity.)
Support the audit and compliance process and associated activities.
Support the sales force by facilitating the ordering and processing of business cards, name plates and computer access.
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.