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Senior Finanical Consultant: M & T Bank

Company NameM & T Bank
Job CategorySales; Banking/Mortgage
LocationFishkill, NY
Position TypeFull-Time, Employee
Experience2-5 Years Experience
Desired Education LevelBachelor of Arts
Date PostedOctober 30, 2009 (Reposted Nov 30)
M & T Bank
View M & T Bank profile and job listings


There has been a lot of turbulence in the financial markets recently. That’s why it is important for a talented sales professional to work for a bank they can count on. At M&T, we promote motivated, creative thinkers with the opportunity to direct their own career paths within a rapidly evolving industry, while affording a balanced work and personal life. Among the top 20 banks in the U.S., with over $64 billion in assets and more than 150 years of experience behind us, this bank is committed to be the best company our employees ever work for, the best bank customers ever do business with and the best investment our shareholders ever make.

The role:

We are looking for a strong, licensed sale professional who is interested in working with a territory of branches within M&T Securities. We need a motivated team player with a track record of sales success to manage and grow a high performing book of business.


This role requires Series 7, 63 and 24 licenses, with the ability to provide a needs-based approach to selling financial solutions to our bank clients. This Financial Consultant will be key to supporting the management of an existing book, including components of compliance and sales. In this fast-paced environment, the financial Consultant I will be given mentorship and opportunities to advance their career!

Responsibilities:
Actively propose needs-based financial solutions to new Bank clients as well as servicing current relationships through ongoing account reviews and re-evaluation of client needs.

  • Analyze customer situation, determining best advice and product approach for customer contact situations.
  • Maintain, on a weekly basis, activity log to substantiate advisory and referral activity; follows up on the activity levels of all products.
  • Market, service, and promote the bank's financial products.
  • Coordinate promotions, communications and training of investment products with assigned branches.
  • Follow up on sales calls to maintain continued relationships.
  • Consult with experienced Senior Financial Consultant as necessary.

Basic Qualifications:

  • Minimum of one year sales experience
  • Series 6/63 or Series 7 License
  • Proficient PC skills including Microsoft Access, Excel, and Word
  • Excellent verbal and written communications skills
  • Strong presentation skills with ability to phrase technical jargon to simple explanations
  • Ability to work under pressure and adapt to a changing environment

Ideal Qualifications:

  • Series 7 license
  • Series 24 license
  • Use of ezLeads Software Program.
  • Excellent knowledge of Bank products




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