LEAF Account Associate

Reposted 15 Days Ago
Be an Early Applicant
Orange, CA, USA
In-Office
26-44 Hourly
Entry level
Fintech
The Role
Responsible for customer transactions, cold calling, managing lease and finance processes, and adhering to company standards while generating new business.
Summary Generated by Built In

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 $26.23 - $43.71 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

LocationOrange, California, United States of America

Skills Required

  • Bachelor's degree or 4 years of higher education/work experience in lieu of degree
  • Proficiency with personal computers and pertinent software
  • Detail-oriented, with proven critical thinking and analytical skills

M&T Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about M&T Bank and has not been reviewed or approved by M&T Bank.

  • Retirement Support Retirement benefits are positioned as a strong pillar, including a 401(k) match and the possibility of an additional employer contribution, plus access to an employee stock purchase plan.
  • Leave & Time Off Breadth Time-off offerings are framed as competitive, with a flexible PTO approach and paid volunteer time called out as a meaningful add-on to standard leave.
  • Wellbeing & Lifestyle Benefits Wellbeing support appears comparatively robust, highlighted by mental-health therapy/coaching sessions and broader wellness programming alongside community-oriented perks.

M&T Bank Insights

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The Company
Baltimore, MD
21,590 Employees
Year Founded: 1856

What We Do

M&T Bank is a multi-state community-focused bank serving New York, Maryland, New Jersey, Pennsylvania, Delaware, Connecticut, Virginia, West Virginia and Washington, D.C. Founded in 1856, the company provides banking, investment, insurance and mortgage financial services to more than 3.6 million consumer, business and government clients.

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