Affluent Market Sales Assistant at M&T Bank in Buffalo, NY

Summary: M&T Bank is seeking an Affluent Market Sales Assistant to provide administrative and sales support to Financial Advisors in a designated branch or region. The role involves maintaining customer relationships, coordinating sales activities, and ensuring compliance with company standards. 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 Required Qualifications: - Associate's degree, or in lieu of a degree, a combined minimum of 2 years' higher education and/or work experience Preferred Qualifications: - Minimum Of 1 Years' Sales And/or Sales Administration Experience - FINRA Series 99 license Required Skills: FINRA Series 99 license, Sales Administration, Customer Relationship Management