Responsible for the development and expansion of equipment finance related customer relationships
Facilitates new client identification and develops tactical client/prospect sales strategy
Provides consultative support to Bankers and clients on specialized equipment financing options
Analyzes and develops marketing plans in cooperation with Bank Line of Business to identify current customer opportunities
Consults with Bankers and clients to understand capital equipment procurement relative to potential access to specialized capital markets

Bachelor’s Degree, major in Accounting or Finance preferred
Minimum 8 years of relationship management experience
Relevant Equipment Finance marketing experience in a bank, industrial or independent equipment finance company
Expert understanding of structured finance related to equipment financing
Proficient in credit underwriting fundamentals and prior credit experience including financial analysis

Equipment Finance Relationship Manager

Key skills