Leaf Account Associate

Mtb

Orange, California, United States of America
Base: $24.30 - $40.49; bonus/equity: not specified...
Cold calling experience
Detail-oriented
Proficiency with spreadsheet software
The Leaf Account Associate is responsible for originating and booking direct customer transactions

Job Summary

  • The Leaf Account Associate is responsible for originating and booking direct customer transactions.
  • This role involves heavy cold calling to generate new business opportunities.
  • Candidates should understand and adhere to the company’s risk and regulatory standards.

Matching Summary

The Leaf Account Associate is responsible for originating and booking direct customer transactions.

Salary

Base: $24.30 - $40.49; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Cold calling experience
  • Detail-oriented
  • Proficiency with spreadsheet software

Nice-to-have

  • Experience in finance industry
  • Strong analytical skills
  • Ability to promote belonging

Key Requirements

  • Bachelor’s degree or equivalent experience
  • Proven critical thinking skills
  • Experience researching and collecting data

Work Rights

Not specified

Tailored Resume

Cover Letter