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
Multi - Discipline Placement Intern at AGCO Finance exploring finance and risk operations. Responsible for various tasks in finance, risk management, and commercial operations.
Internship in Financial Services with PwC, focusing on audit work and gaining practical experience in the financial sector. Collaborative environment with mentors and team events.
Part - Time Financial Adviser supplementing income by providing financial advice in South Africa. Role involves building trust, identifying sales opportunities, and driving customer engagement.
Financial Analyst III at ONEOK performing advanced financial planning and analysis. Compiling, analyzing financial models and providing insights for various business segments.
Senior Financial Analyst preparing and reporting financial results for Freudenberg's divisions. Collaborating with business units to support financial planning and analysis tasks in a growing technology group.
Senior Finance Analyst providing financial support for Supply Chain North America. Responsible for forecasting, performance tracking, and financial insights to drive business growth.
Financial Services Representative engaging clients in a fast - paced Banking Centre. Providing tailored financial solutions while building meaningful relationships with clients.
Senior Financial Advisor managing and growing client portfolios for CIBC. Creating financial plans and delivering exceptional client service with a focus on relationship management.