Equipment Finance Relationship Manager

2 weeks ago

Villanova PA USA, United States Raymond James Financial Services Full time
Job Summary

The Equipment Finance Relationship Manager will execute the Equipment Finance Direct Corporate Sales Strategy. This role involves developing credit relationships with qualified bank and non-bank customers and prospects on a direct basis, and providing Equipment Financing Solutions through the utilization of Tax and Non-Tax lease products in the territory of Central, Eastern PA, Delaware, and NY.

Key Responsibilities
  • Maintain a scheduled calling program with clients and prospects to actively sell Equipment Finance services.
  • Identify and address areas of competition, as well as potential new markets in assigned areas that would maximize the volume and earnings of the direct corporate Equipment Finance portfolio.
  • Target calling efforts directed towards financial executives or other C-Suite officers of privately owned or publicly owned companies with revenues of $50MM+.
  • Structure equipment finance transactions ranging from $2MM to $15MM to meet tax, accounting, or asset management demands of clients. Equipment Finance may act as sole investor, lead syndicator, or participant.
  • Partner with Relationship Managers on Bank referrals to structure proposed transactions, obtain approval, endorse the transaction, and close the transaction. Work directly with Senior Management and internal partners in Bank Operations, Credit Management, and Legal throughout the process.
  • Maintain current Equipment Finance clients within assigned Bank territories by profiling, generating new leases, and replacing old leases. Lead calls with the product or service most appropriate to the client's situation based on knowledge of business, with emphasis on leasing.
  • Attain or exceed annual assigned budgets for volume and fees.
  • Analyze client's financial information available through company systems to assess and summarize risk information of client's equipment financing strategy.
  • Manage all actives in CRM, keeping business pipeline current and pending items/activities up to date.
  • Attend Bank meetings in assigned regions to provide training and regularly participate in joint calls.

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