M&T Bank · 2 days ago
LEAF Account Associate
Orange, CA
Full-time
Onsite
Entry Level
$26.23/hr - $43.71/hr
4+ years expM&T Bank is seeking a LEAF Account Associate responsible for originating and booking direct customer transactions, with a focus on cold calling efforts. The role involves working with technology vendors to generate revenue through cross-selling and upselling, while ensuring compliance with company standards and documenting sales activities.
Financial Services
Responsibilities
Work with the technology vendor to understand their needs to contribute to the generation of revenue from the re-sellers through cross-selling, upselling, and add-on and promotional sales
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 vendors via phone 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
Qualification
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
Preferred
Bachelor's degree in Business or Finance
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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