LEAF Account Associate
Job in
Orange, Orange County, California, 92856, USA
Listed on 2026-06-02
Listing for:
M&T Bank
Full Time
position Listed on 2026-06-02
Job specializations:
-
Finance & Banking
-
Sales
Job Description & How to Apply Below
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.
Location
Orange, California, United States of America
Position Requirements
10+ Years
work experience
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