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Now Hiring - M&T Bank Corporation - Financial Services Affluent Market Sales Assistant- Wilmington Advisors in Buffalo, NY

Financial Services Affluent Market Sales Assistant- Wilmington Advisors in Buffalo, NY

M&T Bank Corporation
Base Salary Yes (amount not posted)
Total Comp: NA
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Qualifications Years In Sales
Industry: Financial Services

Benefits:

yes
Customer Size: all
Car Allowance: no
Sales Cycle: Short
Travel: none
Years Selling in Industry:
Education:
They Sell Banking & Lending
To Whom Financial Services

Location:

Buffalo, NY
3.6

Full description of the position

Overview:
Provide administrative and sales support to Registered Representatives (Financial Advisors) to a designated branch and/or region.
Primary 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 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.
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Scope of Responsibilities:
This position works under direct supervision. This position requires interaction with internal and external contacts to obtain pertinent information.
Education and Experience Required:
Associate’s degree, or in lieu of a degree, a combined minimum of 2 years’ higher education and/or work experience
Education and Experience Preferred:
Minimum of 1 years’ sales and/or sales administration experience
FINRA Series 99 license
Location
Buffalo, New York, United States of America
M&T Bank Corporation
Company Size
10000+ Employees
Founded
1856
They Sell
Banking & Lending
To Whom
Financial Services
Website
www.mtb.com
Revenue
$5 to $10 billion (USD)

M&T Bank Corporation is currently hiring for 16 sales positions
M&T Bank Corporation has openings in: TX, ME, NY, & CA
The average salary at M&T Bank Corporation is:

16 Yes (amount not posted)

M&T Bank Corporation
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M&T Bank Corporation

M&T Bank Corporation is currently hiring for 16 sales positions
M&T Bank Corporation has openings in: TX, ME, NY, & CA
The average salary at M&T Bank Corporation is:

16 Yes (amount not posted)