Job Details
DescriptionJob SummaryThe Equipment Finance Relationship Manager, VP will execute the Equipment Finance Direct Corporate Sales Strategy. Successful candidates will proactively develop credit relationships with qualified bank and non-bank customers and prospects on a direct basis, and provide Equipment Financing Solutions, through the utilization of Tax, and Non-Tax lease products throughout the territory of Eastern PA, NJ and NY.Essential Duties and ResponsibilitiesMaintains a scheduled calling program with clients and prospects to actively sell Equipment Finance (EF) servicesIdentifies and addresses areas of competition, as well as potential new markets in assigned area that would maximize the volume and earnings of the direct corporate EF portfolioTargets calling efforts directed towards financial executives, or other C-Suite officers, of privately owned or publicly owned companies with revenues of $50MMStructures equipment finance transactions ranging from $2MM - $15MM to meet tax, accounting, or asset management demands of client. EF may act as sole investor, lead syndicator, or participantPartners with Relationship Managers on Bank referrals to structure proposed transactions, obtain approval, endorse the transaction, and close the transaction. Works directly with Senior Management and internal partners in Bank Operations, Credit Management, and Legal throughout the processMaintains current EF clients within the assigned Bank territories by profiling, generating new leases, and replacing old leases. Leads calls with the product or service that is most appropriate to the client's situation based on knowledge of business, with emphasis on leasingAttains or exceeds annual assigned budgets for volume and feesAnalyzes client's financial information available through company systems to assess and summarize risk information of client's equipment financing strategyManages all actives in CRM, keeping business pipeline current and pending items / activities up to dateAttends Bank meetings in assigned regions to provide training and regularly participate in joint callsQualificationsKnowledge, Skills, and AbilitiesKnowledge ofKnowledge of the principles of equipment financing structure, credit analysis and tax lawProficient in most aspects of business finance; demonstrated knowledge of credit products and structuringProficient in managing large and complex corporate relationshipsAbility to use a Loan Pricing Model in conjunction with general industry knowledgeDemonstrated proficiency in basic computer applications, such as Microsoft Office software productsSkill inExcellent interpersonal, analytical, and organizational skillsExcellent verbal and written communication skillsAbility toWillingness and ability to travel, occasionally overnightHighly energetic with a strong desire to succeed in adverse situationsPossess an innovative, courageous approach to problem-solving and market analysisPossess a high standard of personal accountability in meeting assigned sales objectivesEducational/Previous Experience RequirementsEducation/Previous ExperienceBachelor s Degree in a Finance-related field, or equivalent combination of education and related trainingMinimum 6-8 years of combined experience in finance or corporate sales; experience in the Equipment Finance banking market preferredJob: BankingPrimary Location: US-PA-Pittsburgh-PittsburghOrganization TriState Capital BankSchedule Full-timeJob Shift Day JobTravel NoReq ID: 2401773