Enterprise Account Manager - Industrial

First Citizens; Portsmouth (NH); Sur place; USD 65 000 - 95 000; Plein temps

Résumé du poste

First Citizens Bank in Portsmouth, NH is seeking an Enterprise Account Manager to support the C&I team by managing vendor relationships and driving volume through structured leases, loans and installment agreements. You will guide applications from initiation to adjudication, gathering credit information and coordinating with Credit, Pricing, End of Lease, Asset Management, and Legal.

The role emphasizes client relationship management, cross-functional collaboration, and process improvement to

Qualifications

• Bachelor's degree and 3 years of experience in Financial Services.
• Or a High School Diploma with 7 years in Financial Services and 3 years of sales experience.
• Strong understanding of end-to-end credit and transaction processes.

Responsabilités

• Sales Support - Meet or exceed monthly volume goals within risk guidelines.
• Relationship Management - be the main contact with partners and own the transactional side.
• Business Support - manage credit applications and coordinate with Credit, Pricing, End of Lease, Asset Management, Portfolio/Collections, Legal.
• Operational Support - troubleshoot issues, improve processes, and maintain complete documentation.

Connaissances

Vendor management

Relationship management

CRM experience

Sales support

Formation

Bachelor's degree

Outils

Salesforce

MS Excel

Description du poste

Overview

The principal focus is to support the FCB C&I team in achieving volume and sales goals through structured lease, loan and installment payment agreement transactions. Enterprise Account Managers (EAM’s) are expected to establish relationships with each vendor partner and subsequently support new transactions from initiation through submitting applications and requesting documentation which includes obtaining comprehensive credit information on applications, interfacing with all FCB departments through final adjudication and communicating regularly with the originating vendor. All potential transactions are evaluated by the Originations to ensure all documentary and non-documentary FCB criteria is met prior to commencement. In addition, should any current customer service-related issue be escalated through the vendor, they will work directly with the various FCB departments to trouble shoot and resolve the issue. Requires a good understanding of end user interface, legal documentation, pricing, asset management, customer needs, problem solving capabilities, and end of lease knowledge.

Responsibilities & Qualifications

Duties & Responsibilities:

• Sales Support - Meet or exceed monthly budgeted volume goals while remaining within FCB risk management guidelines. Increase volume through better close ratios driven by daily sales support activities. Ensure transactions meet minimum FCB yield requirements.
• Relationship Management - Main point of contact with partners and take ownership of the transactional side of each relationship.
• Business Support - Efficiently and effectively manages the credit application process, acting as a conduit between vendors and FCB for all transactional information. Communicates across and understands the functionality of departments such as: Credit, Pricing, End of Lease, Asset Management, Portfolio/Collections, and Legal.
• Operational Support - Troubleshoot related issues to resolution and return communication, working closely with servicing colleagues. Improve current process and communicate ideas and strategies with team members and management. Create and maintain accurate and complete documentation requests.

Basic Qualifications

Bachelor's Degree and 3 years of experience in Financial Services

-OR-

High School Diploma or GED/Equivalent and 7 years of experience in Financial Services as well as 3 years prior sales experience

Position Specific Skills

• Ability to lead a vendor relationship
• Represent sales effectively internally with other internal departments
• Salesforce / CRM experience

Additional Information

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.