EFG Sales Officer

First Commonwealth Bank•Berwyn, PA

54d

About The Position

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.

Requirements

Bachelor's degree in Business Management, Finance, or related field, preferred
Ten (10) years of demonstrated success selling equipment lease and loan products, preferred
Demonstrated capability managing a multi-state territory
Excellent verbal and email communication, interpersonal, problem-solving, and organizational skills
Proficiency with Salesforce CRM software and prospecting databases preferred
Demonstrated strength in building and maintaining prospective and existing OEM, dealer and customer relationships
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
Proficient with all Microsoft Office products
Effective problem solving and analytical skills, with ability to handle and prioritize multiple tasks required, along with initiative and ability to work independently
A valid driver's license and the ability to travel are required

Responsibilities

Strives to provide extraordinary client service by exercising the Perfect Client Experience (PCE)
Ensures Service Level Agreements are met with regard to client service for both internal and external clients
Actively prospects and develops new relationships with original equipment manufacturers, dealers and end users that produce a consistent source of equipment financing opportunities
Develops tailored programs to meet the unique needs of equipment manufacturers and vendors
Nurtures existing dealer/ vendor relationships and programs
Trains vendor salespeople on our processes and technological products
Develops strong business relationships with both senior management and day-to-day contacts at established and newly developed vendor customers
Manages multi-state territory with minimal supervision
Ability to sell value-added finance solutions
Meets and exceeds sales production goals
Establishes and nurtures customer relationships by initiating outbound calls, in person presentations, regular field sales calling, and participation in industry events
Evaluates customer needs, and develop financing solutions and structures to meet their needs
Utilizes the CRM platform to build and maintain a customer/ prospect database
Follows to be certain all required documentation are accurately processed, completed and submitted to the appropriate parties
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
Assists in any requested collection and remarketing efforts
Works with customers identified by business partners to assist in securing financing
Actively promotes the reputation of First Commonwealth Bank by building relationships with clients, handling each client with personal interest and respect