Equipment Finance Sales Associate managing Retail Bank relationships and presenting finance products effectively. Collaborating with teams for financial package completions and maintaining high-quality portfolios.
Responsibilities
Prepare and present Equipment Finance industry updates and product details to the Retail Bank markets and Business Solutions team
Work with Portfolio Manager to secure complete financial packages and deliver credit decisions in a concise manner
Prepare and present equipment finance proposals
Work closely with Sales Coordinators to help prepare documentation that meets internal and external regulatory requirements
Maintain and manage a high-quality equipment financing portfolio
Perform other duties as assigned
Requirements
Bachelor’s degree or additional 3+ years in commercial banking, equipment finance, or bank branch management
3+ years of customer-facing experience in Commercial Bank or Equipment Finance Relationship Management or bank branch management
Experience working for a financial institution
Knowledge of credit reporting and financial statement analysis
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