M&T Bank · 6 days ago
LEAF Account Executive - SBFG
Orange, CA
Full-time
Onsite
Entry Level
$30.16/hr - $50.26/hr
1+ years expM&T Bank is a leading financial institution, and they are seeking a LEAF Account Executive to manage business client relationships. The role involves overseeing account management, pricing decisions, and collaboration with various departments to ensure client satisfaction and retention.
Financial Services
Responsibilities
Manage a group of accounts, directly or indirectly with assigned Account Associates
Work with the external company finance personnel responsible for purchasing decision-making on accounts and assess their needs relative to equipment, vehicle and/or working capital
Develop and finalize the pricing and approve the structure as well as the terms to offer the accounts
Work with Risk and Operations to finalize the loan documentation and terms with each of the accounts
Resolve issues arising with the accounts related to missing information or signatures to manage the account relationship
Strategize with other Account Executives and management on the expansion of existing accounts, new account industries, and new accounts in those industries
Direct daily duties of assigned Account Associates, including providing guidance and training
Meet with clients at trade shows and client locations associated with their business to increase business opportunities
Maintain currency of records of assigned accounts, including documenting calls and reporting
Ensure assigned account relationships are handled with the utmost of care to contribute to account retention and expansion
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
Required
Bachelor's degree and a minimum of 1 years' relevant sales experience, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience, including a minimum of 1 years' relevant sales experience
Strong verbal and written communication skills
Strong interpersonal skills
Proficiency with personal computers as well as pertinent word processing, spreadsheet, and email software
Preferred
Bachelor's degree in Business Administration or Finance
Equipment leasing sales experience
Experience with pertinent sales management software
Company
M&T Bank
Great companies have an enduring sense of purpose.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
René Jones
Chairman & Chief Executive Officer
Dan Saper
•Co-Founder/Co-Chairman of Welcome to M&T Bank Affinity Group, Western New York Chapter
Recent News
2025-10-07
2025-10-06
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