About the role

  • 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

Job title

Equipment Finance Sales Executive

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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