Equipment Finance Sales Executive working closely with Regional Bank for optimal customer relationships and equipment financing. Prepare industry updates and generate new business while managing a high-quality financing portfolio.
Responsibilities
The Equipment Finance Sales Executive works closely with the Regional Bank to create Optimal Customer Relationships (OCR)
Prepare and present Equipment Finance industry updates and product details
Generate new business through direct and joint calling to both customers and prospects
Prepare credit packages for preview with the Portfolio Manager
Negotiate and propose finance terms and buyouts on specific lease products
Work closely with Sales Coordinators to help prepare documentation
Actively identify and act on cross-sell opportunities for other bank products
Maintain and manage a high-quality equipment financing portfolio
Requirements
Bachelor’s degree or equivalent education and/or experience
5+ years of customer facing experience in Commercial Bank Relationship Management or Equipment Finance
Benefits
workplace may be flexible, post indicates hybrid options
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