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M&T Securities Sales Assistant in Endicott, NY at M&T Bank

Date Posted: 11/26/2018

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    Endicott, NY
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    11/26/2018
  • Job ID:
    3DLG3

Job Description

M&T Securities Sales Assistant

Endicott, NY

Company Overview:

Together, M&T Bank and Wilmington Trust, a part of M&T Bank Corporation, represent one of the country’s leading depository and lending franchises, a premier wealth advisory firm, and the partner of choice for corporate transactions and structures.  As one of the strongest, most successful companies in the U.S financial services industry, M&T continues to grow, offering value to our shareholders and opportunity to qualified professionals.  Join our team of over 15,000 professionals and you’ll understand what drives our longstanding success: a promise of exceptional client service, a commitment to our communities, a focus on building long-term relationships, and a dedication to being the best employer you’ll ever have.

Basic Function
Provide administrative/sales support to Registered Representatives (Financial Consultants) to a designated branch and/or region.

Essential Position Responsibilities
Actively supports maintenance of customer relationships with existing or new prospective customers by providing administrative support to include receives/returns customer calls from existing or prospective clients to support follow-up activities with required servicing.
Supports sales process by participating in the preparation, planning and execution of sales related activities to include audits, preparation of marketing materials and client onboarding, preparation and follow up processes.
Assists 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/region.
Coordinate travel arrangements, sales meetings, training activities/events and customer seminars.
Supports administrative duties on behalf of the Financial Consultant, team and/or region by:
Establishing and maintaining required documentation and filing for the region.
Assists in reviewing and processing paperwork sent to the home office.
May assist in processing trades on COMPASS, Subscribe, Net ex 360 following appointments.
Maintain daily/weekly/monthly sales reporting to keep sales force updated on regional activity (i.e. updates sales and referral activity.)
Responsible for maintaining active coordination responsibilities within assigned areas for communications and training.
Supports the audit/compliance process and associated activities.
Supports the Sales Force by facilitating the ordering and processing of business cards, name plates and computer access.
Performs other duties as assigned by management.

Nature and Scope
Works under direct supervision. This position requires interaction with both internal and external contacts in order to obtain pertinent information.

Basic Qualifications
Associate’s degree or, in lieu of a degree, a minimum of two years work experience required.
A minimum of one year sales/ sales administrative experience required.
Good PC skills, including Microsoft Office.
Knowledge of Bank products and services.
Excellent customer service skills.
Excellent verbal and written communication skills.
Ability to use discretion and maintain confidentiality.
Must be able to interact effectively with all levels of personnel and customers.

Ideal Qualifications
Experience with ezLeads, Pandia and COMPASS preferred.


About M&T
At M&T, we strive to be the best place our employees ever work, the best bank our customers ever do business with and the best investment our shareholders ever make. So when looking to advance your career, look to M&T. As a top 20 US bank holding company and one of the best performing regional banks in the country, we offer a wide range of performance based career development opportunities for talented professionals. And through our longstanding tradition of careful, conservative and consistent management and a strong commitment to the communities we serve, we continue to grow with a focus on the future.

M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer. M&T Bank Corporation does not sponsor individuals for the purpose of obtaining H-1 Visas. M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.