Apply on Employer Site

M&T Bank · 21 hours ago

Sales Assistant

Lewisburg, PA

Full-time

Onsite

Entry Level

$21.49/hr - $35.81/hr

1+ years exp

M&T Bank is a financial institution seeking a Sales Assistant to provide administrative and sales support to Registered Representatives. The role involves maintaining customer relationships, coordinating sales activities, and supporting the sales team with various administrative tasks.

Financial Services

Responsibilities

Actively support maintenance of customer relationships by providing administrative support to include receives/returns customer calls from existing or prospective clients to support follow-up activities with required servicing

Support sales process by participating in preparing, planning and executing sales-related activities including audits, preparing marketing materials and client onboarding and preparing and follow-up processes

Assist in gathering or preparing sales materials in preparation for sales meetings

Coordinate and arrange meetings and appointments to maintain business calendars of events for the sales force in the associated branch and/or region

Coordinate travel arrangements, sales meetings, training activities and events and customer seminars

Assist in reviewing and processing paperwork sent to the home office

May assist in processing trades on appropriate system following appointments

Maintain regular sales reporting to keep sales force updated on regional activity (i.e. updates sales and referral activity.)

Support the audit and compliance process and associated activities

Support the sales force by facilitating the ordering and processing of business cards, name plates and computer access

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

Sales AdministrationCustomer Relationship ManagementFINRA Series 99 licenseMeeting CoordinationAdministrative SupportCommunication SkillsOrganizational Skills