Enterprise Account Manager - Industrial

First Citizens Bank; Portsmouth (NH); On-site; USD 70,000 - 90,000; Full time

Job summary

First Citizens Bank in Portsmouth, NH seeks an Enterprise Account Manager to support the C&I team through structured lease, loan and installment payment transactions, building partner relationships and guiding deals from initiation to adjudication. The role requires a strong understanding of end-user interfaces, legal documentation, pricing, asset management, and cross-department collaboration.

Proficiency with Salesforce/CRM and sales acumen are essential, with a focus on achieving monthly

Qualifications

• Bachelor's degree or 7 years experience alternative path as listed in duties.
• Strong working knowledge of financial services processes and vendor relationships.
• Experience using Salesforce/CRM for sales and pipeline tracking.

Responsibilities

• Sales Support - meet or exceed monthly volume goals within risk guidelines.
• Main point of contact with partners and manage transactional aspects of relationships.
• Coordinate credit applications and act as conduit between vendors and FCB departments.
• Troubleshoot issues with servicing teams and maintain accurate documentation.

Skills

Vendor relationships

Internal stakeholder management

Salesforce/CRM experience

Education

Bachelor's degree

Tools

Salesforce CRM

Job description

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.