M&T Bank

Senior GCM Client Development Officer II

United States

Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries

Job Description: Global Capital Markets Sales

Position Overview

Responsible for sales strategy including development, implementation, and execution for assigned Global Capital Markets (GCM) product lines and meeting individual and team assigned sales goals, concentrating on the largest and most complex deals.

Primary Responsibilities

  • Complete needs analysis for current and potential Global Capital Markets clients and communicate viable solutions based on those needs.
  • Prospect for new clients and influencers to develop new business opportunities for GCM while promoting all trust services.
  • Ensure continuing development of relationships with clients, influencers, and prospects through calling activity.
  • Complete and maintain calling activity logs via contact management system to provide a record of activity.
  • Navigate complex deals and sensitive client relationship matters in conjunction with other appropriate GCM and banking partners.
  • Assist with sales coaching of less experienced sales personnel to improve overall team performance.
  • Lead preparation and development of effective sales promotional materials for client meetings, leveraging marketing and other internal resources as appropriate.
  • Remain current on market developments and trends while providing guidance to less experienced sales personnel.
  • Recognize market trends and implement new product ideas as market conditions dictate.
  • Identify and recommend to management sales and/or administration talent to augment our capacity and capabilities, including helping create highly functioning sales partnerships where more resources are needed to maximize coverage and results.
  • 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 may lead sales partnerships consisting of 2 or more Client Development Officers working together to achieve one sales goal for the group. This requires handling day-to-day coordination of sales calling by the partnership members to guard against underutilization of sales resources or inadequate market coverage. In a sense, the people in this position may serve as a player/coach, since they remain primarily front-line Client Development Officers with sales calling responsibilities. This position also handles the more delicate, difficult, and significant client relationship problems when they develop. This requires establishing a thorough understanding of the issues from both GCM’s and the clients’ perspectives, and leading the discussions with a high degree of professionalism.

Supervisory/Managerial Responsibilities

Not Applicable

Requirements

  • Education and Experience:
    • Bachelor's degree and a minimum of 7 years’ professional work, sales, and/or leadership experience.
    • OR, in lieu of a degree, a combined minimum of 11 years’ higher education and/or work experience, including a minimum of 7 years’ professional work, sales, and/or leadership experience.
  • Skills:
    • Strong verbal and written communication skills.
    • Prior experience conducting and understanding individual needs analysis of clients.

Preferred Qualifications

  • Minimum of 10 years’ professional work, sales, and/or leadership experience.
  • Corporate Trust sales or administration experience.
  • Institutional sales experience in other related financial services businesses.
  • Advanced degree.
  • Certified Corporate Trust Specialist (CCTS) certification.

Employment Type

Full time

Salary

$130,795.52 - $217,992.53 Annual (USD)

Location Type

[Information not provided]

Company Information

M&T Bank is committed to fair, competitive, and market-informed pay for our employees.

Skills

Sales Strategy
Client Needs Analysis
Prospecting
Relationship Management
Deal Navigation
Sales Coaching
Marketing Materials Development
Market Trend Analysis
Product Development
Risk Management
Regulatory Compliance
Internal Controls

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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