Sales Assistant
M&T Bank
Sales Assistant
Job Description
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 belonging 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.
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
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $26.21 - $43.69 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.Location:
Bridgeport, Connecticut, United States of AmericaLocations
- Bridgeport, Connecticut, United States
Salary
54,516.8 - 90,915.2 USD / yearly
Estimated Salary Rangehigh confidence
54,516 - 95,460 USD / yearly
Source: Disclosed
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Administrative supportintermediate
- Sales supportintermediate
- Customer relationship maintenanceintermediate
- Sales process supportintermediate
- Meeting coordinationintermediate
- Travel arrangementsintermediate
- Paperwork processingintermediate
- Sales reportingintermediate
- Audit and complianceintermediate
- Risk and regulatory adherenceintermediate
Required Qualifications
- Associate’s degree, or in lieu of a degree, a combined minimum of 2 years’ higher education and/or work experience (experience)
Preferred Qualifications
- Minimum of 1 years’ sales and/or sales administration experience (experience)
- FINRA Series 99 license (experience)
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 belonging 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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Answer 10 quick questions to check your fit for Sales Assistant @ M&T Bank.
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~2 Minutes
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Sales Assistant
M&T Bank
Sales Assistant
Job Description
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 belonging 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.
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
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $26.21 - $43.69 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.Location:
Bridgeport, Connecticut, United States of AmericaLocations
- Bridgeport, Connecticut, United States
Salary
54,516.8 - 90,915.2 USD / yearly
Estimated Salary Rangehigh confidence
54,516 - 95,460 USD / yearly
Source: Disclosed
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Administrative supportintermediate
- Sales supportintermediate
- Customer relationship maintenanceintermediate
- Sales process supportintermediate
- Meeting coordinationintermediate
- Travel arrangementsintermediate
- Paperwork processingintermediate
- Sales reportingintermediate
- Audit and complianceintermediate
- Risk and regulatory adherenceintermediate
Required Qualifications
- Associate’s degree, or in lieu of a degree, a combined minimum of 2 years’ higher education and/or work experience (experience)
Preferred Qualifications
- Minimum of 1 years’ sales and/or sales administration experience (experience)
- FINRA Series 99 license (experience)
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 belonging 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
Tags & Categories
Answer 10 quick questions to check your fit for Sales Assistant @ M&T Bank.
10 Questions
~2 Minutes
Instant Score
Related Books and Jobs