LEAF Account Associate

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 directly with business owners across a wide range of industries to understand their financing needs and support them with funding solutions that enable their purchases, operations, and business growth.
• 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 business owners via phone and email 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.”

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