The responsibilities for this role are developing and managing equipment finance accounts that meet established requirements, focus on customer service, and maximize profitability with minimal risk for the bank. Drive new business development both with bank clients and prospects as well as independent marketing on non-bank company names.
Responsibilities Create a marketing plan on a go to market strategy around client profiles, industry types, geographies, and asset typesWork with designated bank partners around joint names, marketing strategy and proper account planningDevelop proposals on new business while coordinating with the Underwriting teamCoordinate with Underwriting for required client information and onboarding proceduresNew business should adhere to appropriate risk, pricing, and profiling consistent with the overall EF strategyMaintain appropriate travel and entertainment expensesLook for opportunities to make cross sell and introductions to other bank LOBsResponsible for adding required new clients per year to their portfolioKeep all calling, client information and opportunities accurate and timely in the designated CRM system Qualifications 4-year degree preferably in finance, accounting, or business with emphasis in finance and accounting OR equivalent work experience.Minimum experience of 10 years in originating Equipment Finance clients.Be fluent in the approved and designated pricing softwareExcellent organizational and communication skills are requiredBe fluent in all loan and lease products and the overall equipment finance industryAdvanced Analytical SkillsStrong computer skills including Microsoft Products
Physical Requirements/Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.
Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.
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