Commercial Payment Sales Associate I jobs in United States
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M&T Bank · 6 days ago

Commercial Payment Sales Associate I

M&T Bank is a financial institution seeking a Commercial Payment Sales Associate I to support Sales Consultants and Regional Sales Managers in enhancing customer relationships and revenue generation. The role involves assisting with sales processes, customer interactions, and implementation of services while ensuring a high level of customer service.

Financial Services

Responsibilities

Assist Sales Consultants with requests of basic CPLS products from initiation to close. Tracks and measures implementation progress to completion
Assist Sales Consultants with pre-call research for large client opportunities
Assist with the developing of proposals, preparing/printing marketing materials and preparing post-sale call follow-up documentation
May attend sales calls and meetings with Sales Consultants and Relationship Managers to gain knowledge around sales process and insight into client relationships and/or help with the client onboarding needs, ensure proper servicing of accounts and to help expand existing relationship
Identify sales leads based on client interactions and requests which come in via the client, Relationship Manager, Commercial Service Team, etc. Work with the clients directly to understand their services needs so to cross sell and refer to Sales Consultants for the more complex services
Follow up with customers for requests to add existing services to new accounts and/or new services to accounts and after services have been completed
Assist with creating pricing models for existing relationships and include any pricing adjustments at the line-item level based on feedback from the Sales Consultant or Relationship Manager. Sales Consultants are responsible for review and ensuring information is accurate
Assist with annual relationship reviews: printing analysis statements, review for billing/pricing errors or any other inconsistences, create a visual account structure for client review and provide a detailed listing of current services and associated user permissions the client has in place
Act as the primary point of contact for regional customer in instances where overall profitability is high but potential for new sales may be limited while Sales Consultants are calling and working outside the office
Keep Sales Consultant involved of an issue that may arise to help with resolution
Delivers a high level of customer service to clients and internal business partners, coordinate training requests, troubleshoot products and respond to general needs
Beginning to understand all products, how to position services to clients, gain knowledge of how to partner with Sales Consultant and Operational partners and how to interface in highly effective ways with the client/prospect so that Sales Associates may become bench strength for open Sales Consultant positions
Keep up to date on the Bank’s policies and procedures and adhere to compliance procedures and internal/operational risk controls in accordance with all applicable regulatory standards, requirements, and policies
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

Qualification

CPLS products knowledgeSales supportProposal developmentPricing modelsCustomer service

Required

Bachelor's degree
1 year related experience
OR in lieu of a degree, 2 years relevant work experience

Company

M&T Bank

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Great companies have an enduring sense of purpose.

Funding

Current Stage
Late Stage

Leadership Team

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René Jones
Chairman & Chief Executive Officer
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Dan Saper
•Co-Founder/Co-Chairman of Welcome to M&T Bank Affinity Group, Western New York Chapter
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Company data provided by crunchbase