Equipment Finance Sales Executive

Role Overview

• 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