EFG Sales Officer

1 week ago

Berwyn, United States First Commonwealth Bank Full time

The Equipment Finance Group Sales Officer is a senior salesperson responsible for developing and managing relationships with original equipment manufacturers (OEMs), vendors and end users. In addition, the Sales Officer will collaborate with portfolio managers, asset managers and credit managers within the company for all matters related to the creation of new vendor programs and managing existing vendor and client relationships. This role requires the ability to coordinate with and influence multiple parties while driving toward the shared goal of an excellent client experience.

Essential Job Responsibilities

1. Strives to provide extraordinary client service by exercising the Perfect Client Experience (PCE)

2. Ensures Service Level Agreements are met with regard to client service for both internal and external clients

3. Actively prospects and develops new relationships with original equipment manufacturers, dealers and end users that produce a consistent source of equipment financing opportunities

4. Develops tailored programs to meet the unique needs of equipment manufacturers and vendors

5. Nurtures existing dealer/ vendor relationships and programs

6. Trains vendor salespeople on our processes and technological products

7. Develops strong business relationships with both senior management and day-to-day contacts at established and newly developed vendor customers

8. Manages multi-state territory with minimal supervision

9. Ability to sell value-added finance solutions

10. Meets and exceeds sales production goals

11. Establishes and nurtures customer relationships by initiating outbound calls, in person presentations, regular field sales calling, and participation in industry events

12. Evaluates customer needs, and develop financing solutions and structures to meet their needs

13. Utilizes the CRM platform to build and maintain a customer/ prospect database

14. Follows to be certain all required documentation are accurately processed, completed and submitted to the appropriate parties

15. Understands the client's industry, essential equipment and its value as well as the various transaction structures that balance client needs and the company's risk management strategy

16. Assists in any requested collection and remarketing efforts

17. Works with customers identified by business partners to assist in securing financing

18. Actively promotes the reputation of First Commonwealth Bank by building relationships with clients, handling each client with personal interest and respect

Bona Fide Occupational Qualifications

1. Bachelor's degree in Business Management, Finance, or related field, preferred

2. Ten (10) years of demonstrated success selling equipment lease and loan products, preferred

3. Demonstrated capability managing a multi-state territory

4. Excellent verbal and email communication, interpersonal, problem-solving, and organizational skills

5. Proficiency with Salesforce CRM software and prospecting databases preferred

6. Demonstrated strength in building and maintaining prospective and existing OEM, dealer and customer relationships

7. Understanding of lease and loan structures, contracts and concepts as well as the ability to price transactions to meet client needs within the risk/reward expectations of the company

8. Proficient with all Microsoft Office products

9. Effective problem solving and analytical skills, with ability to handle and prioritize multiple tasks required, along with initiative and ability to work independently

10. A valid driver's license and the ability to travel are required

11. May be eligible for Telecommuting.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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