Sales Assistant
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 $21.49 - $35.81 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.Location
Lewisburg, Pennsylvania, United States of AmericaAverage salary estimate
If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.
M&T Bank seeks an experienced Mainframe Systems Programmer IV - Middleware to manage, tune, and automate IBM z/OS middleware (CICS/IMS/MQ/WAS) across hybrid and remote environments.
Senior-market access leader needed to drive payer engagement and reimbursement strategy across North America for diagnostics and healthcare solutions in a remote, cross-functional role.
High-energy Commercial Account Executive to sell QA Wolf’s automated testing SaaS to engineering leaders and drive enterprise deals from NYC.
Experienced sales leader needed to manage and grow influenza vaccine sales across the North Central region while coaching a field team and delivering on P&L targets.
Experienced sales leader needed to grow dealer relationships and lead a team in Central and South Texas, bringing deep reinsurance and dealer-services expertise to Brown & Brown's Arlington region.
Lead and build OpenAI’s inaugural enterprise Sales Development organization to turn usage and pilots into qualified, high-quality enterprise pipeline across regulated industries.
Lead strategic business development initiatives for the Finance Business Unit, crafting pitches, RFP responses, and market-driven campaigns to expand client relationships and revenue remotely across Texas.
Rite Window is hiring field-based Retail Associates in New Haven to drive in-store event sales and generate qualified leads with uncapped commission and growth opportunities.
A mission-driven Sales Development Representative is needed to build pipeline and support direct and channel sales for SWTCH’s EV charging solutions across the Central and East U.S.
Tremendous seeks an experienced Enterprise Account Executive to lead go-to-market for multiple verticals, build senior relationships, and close high-impact, complex deals.
High-impact Enterprise Account Executive role at Atlan selling an active metadata platform into large, complex organisations across the South East US, operating remotely.
Experienced sales executive sought to drive revenue and deepen relationships with Credit Union clients for Experian's analytics, risk and fraud solutions across Southern California.
Lead and scale high-visibility consumer partnerships at 1Password with full P&L-style ownership to drive self-serve revenue and user adoption.
Proofpoint is hiring an experienced Vice President of Commercial Sales to lead and scale the commercial SaaS sales organization and accelerate predictable ARR growth from the Sunnyvale office.
🔮
Hi, I'm Risa! Your AI Career Copilot
you, just ask me below!
