LEAF Account Executive III

Overview:

Responsible for the overall management of assigned business clients. Direct efforts with clients from initial interactions through the life of the relationships. Communicate decisions with regards to pricing and rates offered to the clients, and the review and control the transaction structure.

Primary Responsibilities:

• Manage a group of accounts whether directly or indirectly with assigned Account Associates (AA). Work with the decision makers on accounts and assess the needs at the accounts.
• Develop and finalize the pricing and approve the structure as well as the terms to offer the accounts.
• Work in conjunction with the Risk and Operations teams to finalize the Documentation and terms and to finalize such with each of the accounts.
• Resolve, individually or with support from others, as issues arise with the accounts to manage the life cycle of the relationships with the accounts.
• Strategize with other Account Executives (AE) and other Company Leaders how to expand the existing accounts, new account verticals, new accounts in those verticals.
• Direct the daily duties of the Account Associates (AA) supporting the AE’s business. Support the identification and hiring of the AAs. The AE will mentor the AA supporting his/her business.
• AE’s will travel to meet with clients at trade shows and client locations associated with their business.
• AE’s will keep and maintain timely records of the accounts in their area of the Contact Records Management (CRM). AE’s will participate in the timely completion of all activities (such as calls) and reporting.
• AE’s will uphold a standard of professionalism and will ensure all account relationships are handled with the utmost of care.
• Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
• Promote an environment that supports diversity 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

LEAF Commercial Capital, a subsidiary of M&T Bank, is ranked number 10 in the top 50 bank finance/leasing companies in the U.S. by combined origination volume in the Monitor, one of the equipment finance industry’s leading publications. Our inside sales office located in Orange California provides financing to small and mid-size businesses nationwide. Our culture is energetic and supportive, our reputation is unparalleled, and we are constantly looking to expand and grow.

Position will work closely with Risk, Operations, Customer Service, Collections and Asset Management as well as Marketing and other Share Services to support the client relationship. 

Incumbent will participate in the development of strategy relating to accounts to pursue and will direct and manage Account Associates assigned to accounts pursued.

Education and Experience Required:

• Combined total of 5 years of higher education and/or relevant sales experience to include one year of work leadership.

Education and Experience Preferred:

• Degree in Business Administration or Finance preferred.
• Equipment leasing sales experience is desired.
• Experience using a CRM, preferably Salesforce
• Strong proficiency in MS Office (Word, Outlook, and Excel)

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. Compensation for this role is based on commission - a draw will be advanced. The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

LocationOrange, California, United States of America