Senior GCM Client Development Officer I
Apply NowCompany: M&T Bank Corporation
Location: Costa Mesa, CA 92627
Description:
Overview:
Responsible for sales strategy including development, implementation, and execution for assigned Global Capital Markets (GCM) product line and meeting individually assigned sales goals.
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.
Participate in preparing and developing effective sales promotional materials for meetings with clients.
Recognize market trends and implement new product ideas as market conditions dictate.
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 diversity 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 emphasizes the ability to maximize market coverage through smart prioritization of client focus and time management. It requires a high degree of autonomy and extending one-self to meet clients where they are-in their markets, offices, at conferences and other industry events. It also requires a consistent level of collaboration with account administration colleagues to ensure transparency of sales efforts and client interactions.
Supervisory/Managerial Responsibilities:
Not Applicable
Education and Experience Required:
Bachelor's degree and a minimum of 5 years' professional work, sales and/or leadership experience, or in lieu of a degree, a combined minimum of 9 years' higher education and/or work experience, including a minimum of 5 years' professional work, sales and/or leadership experience
Strong verbal and written communication skills
Experience understanding individual needs analysis of potential clients
Education and Experience Preferred:
Minimum of 7 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
Physical Requirements:
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $128,337.00 - $213,895.01 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
Location:
Costa Mesa, California, United States of America
Responsible for sales strategy including development, implementation, and execution for assigned Global Capital Markets (GCM) product line and meeting individually assigned sales goals.
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.
Participate in preparing and developing effective sales promotional materials for meetings with clients.
Recognize market trends and implement new product ideas as market conditions dictate.
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 diversity 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 emphasizes the ability to maximize market coverage through smart prioritization of client focus and time management. It requires a high degree of autonomy and extending one-self to meet clients where they are-in their markets, offices, at conferences and other industry events. It also requires a consistent level of collaboration with account administration colleagues to ensure transparency of sales efforts and client interactions.
Supervisory/Managerial Responsibilities:
Not Applicable
Education and Experience Required:
Bachelor's degree and a minimum of 5 years' professional work, sales and/or leadership experience, or in lieu of a degree, a combined minimum of 9 years' higher education and/or work experience, including a minimum of 5 years' professional work, sales and/or leadership experience
Strong verbal and written communication skills
Experience understanding individual needs analysis of potential clients
Education and Experience Preferred:
Minimum of 7 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
Physical Requirements:
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $128,337.00 - $213,895.01 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
Location:
Costa Mesa, California, United States of America