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 Responsibilities
Maintains a scheduled calling program with clients and prospects to actively sell Equipment Finance (EF) services
Identifies 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 portfolio
Targets calling efforts directed towards financial executives, or other C-Suite officers, of privately owned or publicly owned companies with revenues of $50MM
Structures 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 participant
Partners 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 process
Maintains 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 leasing
Attains or exceeds annual assigned budgets for volume and fees
Analyzes client's financial information available through company systems to assess and summarize risk information of client's equipment financing strategy
Manages all actives in CRM, keeping business pipeline current and pending items / activities up to date
Attends Bank meetings in assigned regions to provide training and regularly participate in joint calls
QualificationsKnowledge, Skills, and AbilitiesKnowledge of
Knowledge of the principles of equipment financing structure, credit analysis and tax law
Proficient in most aspects of business finance; demonstrated knowledge of credit products and structuring
Proficient in managing large and complex corporate relationships
Ability to use a Loan Pricing Model in conjunction with general industry knowledge
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Skill in
Excellent interpersonal, analytical, and organizational skills
Excellent verbal and written communication skills
Ability to
Willingness and ability to travel, occasionally overnight
Highly energetic with a strong desire to succeed in adverse situations
Possess an innovative, courageous approach to problem-solving and market analysis
Possess a high standard of personal accountability in meeting assigned sales objectives
Educational/Previous Experience RequirementsEducation/Previous Experience
Bachelor’s Degree in a Finance-related field, or equivalent combination of education and related training
Minimum 6-8 years of combined experience in finance or corporate sales; experience in the Equipment Finance banking market preferred
Job: BankingPrimary Location: US-PA-Pittsburgh-PittsburghOrganization TriState Capital BankSchedule Full-timeJob Shift Day JobTravel NoReq ID: 2401773
