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Sales Assistant - Client Relationship

Job in Pittsford, Monroe County, New York, 14534, USA
Listing for: M&T Bank
Full Time position
Listed on 2026-06-28
Job specializations:
  • Sales
    Client Relationship Manager, Customer Success Mgr./ CSM
Job Description & How to Apply Below
Position: Sales Assistant - Client Relationship Support
Location: Pittsford

M&T Bank -  - Responsibilities:
Support client relationships and deliver a seamless client experience across an assigned branch or region;
Manage client follow-ups, servicing requests, and day-to-day communication with existing and prospective clients;
Prepare for client meetings by coordinating schedules, gathering materials, and supporting onboarding activities;
Assist with marketing materials, events, and seminars to support business development efforts;
Track sales and referral activity to provide visibility into performance
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