Job Description
Description
Summary:
The Equipment Finance Sales Executive works closely with the Regional Bank to create Optimal Customer Relationships (OCR) through education on equipment finance and leasing products, capital planning with our customer base, and prospecting new relationships in the markets covered. This position acts as a centralized point of contact between Relationship Managers in the market and the Asset Finance organization. This role also acts as the Relationship Manager for all equipment related needs of our clients and prospects in their assigned geography.
Duties and Responsibilities:
+ Prepare and present Equipment Finance industry updates and product details to the Regional Bank markets
+ Generate new business through direct and joint calling to both customers and prospects around equipment financing solutions
+ Prepare credit packages for preview with the Portfolio Manager
+ Negotiate and propose finance terms and buyouts on s...
Summary:
The Equipment Finance Sales Executive works closely with the Regional Bank to create Optimal Customer Relationships (OCR) through education on equipment finance and leasing products, capital planning with our customer base, and prospecting new relationships in the markets covered. This position acts as a centralized point of contact between Relationship Managers in the market and the Asset Finance organization. This role also acts as the Relationship Manager for all equipment related needs of our clients and prospects in their assigned geography.
Duties and Responsibilities:
+ Prepare and present Equipment Finance industry updates and product details to the Regional Bank markets
+ Generate new business through direct and joint calling to both customers and prospects around equipment financing solutions
+ Prepare credit packages for preview with the Portfolio Manager
+ Negotiate and propose finance terms and buyouts on s...