设备金融直接承销官 III
Equipment Finance Direct Originations Officer III
概述
该职位职责包括开发和管理符合既定要求的设备融资账户，注重客户服务，并在最小风险的情况下最大化银行的盈利能力。推动与银行客户和潜在客户的新业务发展，以及针对非银行公司名称的独立营销。
职责
- 围绕客户档案、行业类型、地理区域和资产类型制定市场推广计划
- 与指定的银行合作伙伴共同确定联合名称、营销策略和适当的账户规划
- 在新业务方面制定提案，并与承销团队协调
- 与承销团队协调所需客户信息和开户流程
- 新业务应符合整体设备融资策略中的适当风险、定价和客户画像
- 保持适当的差旅和招待费用
- 寻找机会向其他银行业务线进行交叉销售和介绍
- 负责每年在其投资组合中添加所需的新增客户
- 在指定的CRM系统中准确及时地记录所有联系、客户信息和机会
资格
- 4年制学位，最好是金融、会计或商业专业，重点在金融和会计，或同等的工作经验
- 至少10年的设备融资客户开发经验
- 熟练使用批准和指定的定价软件
- 需要具备出色的组织和沟通能力
- 熟悉所有贷款和租赁产品及整个设备融资行业
- 高级分析能力
- 强大的计算机技能，包括微软产品
身体要求/工作条件：能够长时间坐着并使用电脑键盘和/或鼠标，同时查看电脑屏幕。
注：本职位描述是简要说明，不限于本文所述内容。管理层保留随时在雇佣期间添加、删除或修改任何职责的权利。
Trustmark Bank不接受任何代理机构和/或招聘公司的未请求简历，针对本网站上的任何职位发布。未经Trustmark书面授权的第三方代理机构和/或招聘公司提交给Trustmark Bank任何员工的简历，将归Trustmark Bank独家所有。如果因第三方代理机构和/或招聘公司推荐的候选人被聘用，将不支付任何费用。
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Overview
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 types
- Work with designated bank partners around joint names, marketing strategy and proper account planning
- Develop proposals on new business while coordinating with the Underwriting team
- Coordinate with Underwriting for required client information and onboarding procedures
- New business should adhere to appropriate risk, pricing, and profiling consistent with the overall EF strategy
- Maintain appropriate travel and entertainment expenses
- Look for opportunities to make cross sell and introductions to other bank LOBs
- Responsible for adding required new clients per year to their portfolio
- Keep 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 software
- Excellent organizational and communication skills are required
- Be fluent in all loan and lease products and the overall equipment finance industry
- Advanced Analytical Skills
- Strong 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.
Trustmark Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Trustmark Bank employee by a third-party agency and/or search firm without a valid, written search agreement signed by Trustmark, will become the sole property of Trustmark Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
Originally posted on Himalayas