高级客户经理 - 设备金融
Sr. Account Executive - Equipment Finance
IN0534 俄亥俄州费舍尔 0523 宾夕法尼亚州独立公交办公室 0728 匹兹堡商务办公室 职位描述
该职位将负责建立新的设备融资关系并维护现有的银行关系。新业务通过直接销售发起，主要面向制造、分销/仓储、建筑、航空、运输、海运、设备租赁公司等领域的中型公司，包括私营和上市公司。交易金额从300万美元到3000万美元不等。较大交易需要联合融资策略。平均交易金额为500万到1000万美元。
产品包括传统贷款、循环信用额度、进度付款、资本/融资租赁。
主要职责
- 发起并识别新的业务机会，可能包括现有客户以及通过冷电访、COI和面对面演示进行严格的客户拓展
- 与潜在客户安排个人会议，解释西北的金融产品、利率和条款
- 通过有效定位、评估和完成直接交易来实现并超越交易量配额。不优先考虑中介交易
- 利用行业洞察力、分析能力、产品知识和沟通技巧，识别、开发、激活并维护客户关系
- 结构化、设计、提出并完成可行的金融交易
- 持续管理客户关系，主动关注市场状况和竞争动态的变化
- 具备有效的沟通能力，向领导和信贷部门传达交易结构和客户信息
- 熟悉Excel，并有效使用CRM系统
- 确保遵守西北的政策和程序以及联邦和州法规
- 熟练使用Microsoft Office软件、计算机应用及部门特定软件，以最大化利用技术工具并提高效率
- 作为团队一员，有效推动绩效文化
- 与现场设备合作
教育与经验要求
- 商业、金融或相关专业的学士学位
- 5年以上设备融资发起经验
- 能够前往客户现场
西北是平权雇主。我们致力于为所有员工创造一个包容的环境。
最初发布于喜马拉雅山
查看英文原文
IN0534 Fishers, OH0523 Independence Bus Office, PA0728 Pittsburgh Business OfficeJob Description
This role will be responsible for creating new equipment finance relationships and maintaining existing bank relationships. New business is developed through direct sales origination with generally middle market companies, both private and publicly traded, in the areas of manufacturing, distribution/warehouse, construction, aviation, trucking, marine, equipment lease houses, etc. Transaction sizes range from $3 million to $30 million. Larger transactions will require syndication strategy. The average transaction size is $5 - $10 million.
Product offerings include traditional loans, guidance lines of credit, progress payment, capital/finance leases.
Essential Functions
- Initiate and identify new business opportunities which may include existing customers as well as rigorous prospecting for new clients through cold calls, COI and in-person presentations
- Arrange personal meetings with prospects to explain Northwest’s products, rates and terms of finance agreements
- Achieve and exceed volume quota by effectively targeting, qualifying and closing equipment financing transactions on a direct deal basis. Brokered transactions are not preferred.
- Use industry insight, analytical skills, product knowledge and communication skills to identify, develop, activate and maintain customer relationships
- Structure, design, propose and close viable finance transactions
- Manage customer relationships on an on-going basis by monitoring and being proactive with respect to changing dynamics of both market conditions and competition
- Effective communication attributes to communicate deal structure and customer to leadership and credit.
- Knowledge of Excel and effective use of a CRM
- Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
- Navigate Microsoft Office Software, computer applications, and software specific to the department to maximize technology tools and gain efficiency
- Work as part of a team and effectively add to a performance culture
- Work with on-site equipment
Education + Experience preferred
- Bachelor’s degree in Business, Finance, or related
- 5+ years of equipment finance origination experience
- Ability to travel to customer sites
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Originally posted on Himalayas