Affluent Market Sales Assistant

M&T Bank

Bloomsburg, Pennsylvania, United States
$21.49 - $35.81 hourly ph
On-site
Customer relationship maintenance
Sales process support
Meeting and appointment coordination
M&T Bank is seeking an Affluent Market Sales Assistant to provide administrative and sales support to Financial Advisors in Bloomsburg, Pennsylvania. The ideal candidate will have experience in sales administration and be responsible for maintaining customer relationships, coordinating sales activities, and ensuring compliance with regulatory standards

Job Summary

  • Provide administrative and sales support to Registered Representatives (Financial Advisors) to a designated branch and/or region.
  • Actively support maintenance of customer relationships by providing administrative support and receiving/returning customer calls.
  • Support sales process by participating in preparing, planning, and executing sales-related activities including audits, marketing materials, and client onboarding.

Matching Summary

Match Score: 75

M&T Bank is seeking an Affluent Market Sales Assistant to provide administrative and sales support to Financial Advisors in Bloomsburg, Pennsylvania. The ideal candidate will have experience in sales administration and be responsible for maintaining customer relationships, coordinating sales activities, and ensuring compliance with regulatory standards.

Salary

$21.49 - $35.81 Hourly

Skills & Requirements

Must-have

  • Customer relationship maintenance
  • Sales process support
  • Meeting and appointment coordination
  • Paperwork processing
  • Sales reporting

Nice-to-have

  • Promote an environment that supports belonging
  • Adhere to risk and regulatory standards

Key Requirements

  • Associate's degree or 2 years' higher education/work experience
  • 1 year sales/sales administration experience preferred
  • FINRA Series 99 license preferred

Work Rights

Not specified

Tailored Resume

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