Leaf Account Associate

M&T Bank

Orange, California, United States of America
Base: $24.30 - $40.49 usd; bonus/equity: not speci...
Direct customer transaction booking
Heavy cold calling efforts
Understanding financing needs
The role is responsible for originating and booking direct customer transactions with a primary focus on heavy cold calling to generate new business

Job Summary

  • The role is responsible for originating and booking direct customer transactions with a primary focus on heavy cold calling to generate new business.
  • Employees serve as the single point of contact for handling lease and finance transactions from origination through post-termination while ensuring regulatory compliance.
  • The position requires maintaining M&T internal control standards and promoting an environment that supports belonging and reflects the company brand.

Matching Summary

The role is responsible for originating and booking direct customer transactions with a primary focus on heavy cold calling to generate new business.

Salary

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

Skills & Requirements

Must-have

  • Direct customer transaction booking
  • Heavy cold calling efforts
  • Understanding financing needs
  • Processing lease and finance transactions
  • Documenting sales activities

Nice-to-have

  • Detail-oriented approach
  • Critical thinking skills
  • Analytical skills
  • Organizational skills
  • Presentation skills

Key Requirements

  • Bachelor's degree or 4 years experience
  • Proficiency with PC and office software
  • Experience researching and collecting data

Work Rights

Not specified

Tailored Resume

Cover Letter