[Remote] Senior Affluent Market Sales Assistant at M&T Bank

United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Banking, Financial ServicesIndustries

Requirements

Associate’s degree and a minimum of 1 years’ sales and/or sales administrative experience, or in lieu of a degree, a combined minimum of 3 years’ higher education and/or work experience, including a minimum of 1 years’ sales and/or sales administrative experience
FINRA 6 and/or 63 licenses
State Life, Accident and Health (LAH) license

Responsibilities

Actively support maintenance of customer relationships by providing administrative support, including receiving/returning 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, 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/region
Coordinate travel arrangements, sales meetings, training activities/events, and customer seminars
Assist in reviewing and processing paperwork sent to the home office
Enter trades accepted by the Financial Advisor on the appropriate system
Maintain regular sales reporting to keep sales force updated on regional activity (e.g., 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
Provide customer service assistance to clients including informing them of their account balances and positions
Assist clients in completing brokerage account documentation and Annuity/Insurance paperwork and obtaining and completing documentation to take withdrawals from their annuities
Discuss investments or investment products with clients
Provide clients with product specific brochures or prospectuses when requested by the client or Financial Advisor
Accept orders for securities transactions directly from clients
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

Skills

Key technologies and capabilities for this role

Administrative SupportSales SupportCustomer Relationship ManagementClient OnboardingSales ReportingAudit and ComplianceTrade EntryBrokerage AccountsSecurities TransactionsRegulatory StandardsFinancial ProductsEvent CoordinationTravel Arrangements

Questions & Answers

Common questions about this position

What education and experience are required for this role?

An Associate’s degree and a minimum of 1 year’s sales and/or sales administrative experience are required, or in lieu of a degree, a combined minimum of 3 years’ higher education and/or work experience including at least 1 year in sales or sales administration. FINRA 6 and/or 63 licenses and a State Life, Accident and Health (LAH) license are also required.

What licenses are preferred for this position?

FINRA Series 7 and 99 licenses are preferred, along with a minimum of 5 years’ sales and/or sales administrative experience.

What is the salary range for this Senior Affluent Market Sales Assistant role?

This information is not specified in the job description.

Is this a remote position or does it require office work?

This information is not specified in the job description.

What makes a strong candidate for this sales assistant role?

Strong candidates will have the required Associate’s degree or equivalent experience, FINRA 6/63 and LAH licenses, plus preferred qualifications like 5+ years of sales/admin experience and FINRA Series 7/99 licenses to effectively support financial advisors in sales and client servicing.

M&T Bank

Full-service banking for individuals and businesses

About M&T Bank

M&T Bank provides a variety of banking services to individuals, small businesses, and larger companies. Their offerings include mortgage assistance, personal and business checking accounts, and mobile banking options. The bank primarily operates in the Northeastern and Mid-Atlantic regions of the United States, emphasizing community engagement and a focus on customer service. M&T Bank's business model is based on traditional banking practices, such as loans, deposits, and investment products, and it generates revenue through interest income and service fees. A key aspect that sets M&T Bank apart from its competitors is its commitment to community involvement, which includes allowing employees to volunteer and supporting local organizations. The recent merger with United Bank, N.A. has further expanded their services and market presence.

Buffalo, New YorkHeadquarters

1993Year Founded

IPOCompany Stage

Financial ServicesIndustries

10,001+Employees

Risks

Competition from fintechs could erode M&T Bank's market share among tech-savvy customers.

Integration challenges from the United Bank merger may disrupt operations.

Decreased prime rate could reduce interest income, impacting profitability.

Differentiation

M&T Bank emphasizes community engagement through its charitable foundation and volunteer programs.

The bank offers a wide range of traditional and digital banking services.

Recent merger with United Bank, N.A. expands M&T's market reach and service offerings.

Upsides

M&T Bank's $1.5 billion senior notes offering strengthens its financial position.

Decreased prime rate may attract more borrowers, increasing loan volume.

Shannon Lazare's appointment as New Jersey Regional President enhances local community engagement.

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