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LEAF Account Associate

mtb
United, CA Full Time
POSTED ON 6/23/2026 CLOSED ON 6/27/2026

What are the responsibilities and job description for the LEAF Account Associate position at mtb?

Overview: Responsible for originating and booking direct customer transactions, including heavy cold calling efforts to repeat direct customer contacts not currently assigned to a salesperson. Primary Responsibilities: Work with the technology vendor to understand their needs to contribute to the generation of revenue from the re-sellers through cross-selling, upselling, and add-on and promotional sales. Serve as single point of contact to ensure the timely and proper handling of the processing of lease and finance transactions and any related issues from origination to booking through post-termination of agreements. Complete cold-calling to potential vendors via phone to generate new business opportunities. Document sales-related activities to provide a record for future reference. 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: Supervisory/Managerial Responsibilities: Not Applicable Education and Experience Required: Bachelor’s degree, or in lieu of a degree, a combined minimum of 4 years’ higher education and/or work experience Proficiency with personal computers as well as pertinent spreadsheet, word processing and presentation software Detail-oriented Experience researching and collecting data Proven critical thinking skills Proven analytical skills Proven organizational skills Proven presentation skills Education and Experience Preferred: Bachelor’s degree in Business or Finance Physical Requirements: M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $26.23 - $43.71 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation. Location Orange, California, United States of America Great companies have an enduring sense of purpose. At M&T, our purpose is a simple one: make a difference in people’s lives and uplift the communities we serve. M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&T’s affiliates offer advice, guidance, expertise and solutions across the entire financial spectrum, combining M&T Bank’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. M&T Bank has a network of over 1,000 branches and 2,200 ATMs that span 12 states from Maine to Virginia and Washington, D.C. For more than 165 years, M&T has strived to take an active role in our communities and build long-lasting relationships with our customers. We are a bank for communities—combining the capabilities of a large bank with the care of a locally focused institution. As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time, each year. Our core values – integrity, ownership, collaboration, curiosity, and candor – drive the work we do. We seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members. View M&T’s Human Capital Report to learn more. Ready to join our team? Submit your application today! If you are unable to apply through this site due to technical issues or need an accommodation to apply, please contact us at careersitesupport@mtb.com for assistance. M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws. M&T Bank Corporation has policies and procedures in place to promote a drug free workplace. Career Site Privacy Notice

Salary : $26 - $44

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