Equipment Financing Account Executive

M&T Bank; Orange (CA); On-site; USD 36,000 - 61,000; Full time

Job summary

LEAF Commercial Capital, part of M&T Bank, is seeking a Direct Sales Representative to expand client relationships and deliver equipment financing and leasing solutions. You’ll identify new business opportunities, prospect actively, and guide customers from origination through funding.

This role emphasizes collaboration with technology vendors, fast-paced growth, and a dedicated focus on risk-aware, compliant sales.

Qualifications

• Bachelor’s degree or equivalent experience.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office applications (Excel, Word, PowerPoint).
• Demonstrated analytical and problem-solving skills.
• Strong organizational skills with the ability to manage competing priorities.
• Detail-oriented with the ability to research, analyze, and interpret information.
• Ability to build relationships and communicate effectively with customers and business partners.

Responsibilities

• Generate new business opportunities through proactive outreach, including targeted prospecting and cold-calling efforts.
• Develop and maintain relationships with technology vendors, helping identify opportunities to expand financing solutions and drive revenue growth.
• Partner with customers and vendors to understand business needs and recommend appropriate leasing and financing products.
• Serve as the primary point of contact throughout the transaction lifecycle, ensuring a seamless experience from origination through booking and post-funding support.
• Manage multiple opportunities simultaneously while providing responsive, high-quality service.
• Document sales activities, customer interactions, and pipeline progress to support business development efforts.
• Collaborate with internal partners to ensure timely processing and resolution of financing requests.
• Support a culture of inclusion, teamwork, and customer focus that reflects the M&T Bank brand.
• Adhere to all risk management, compliance, and regulatory requirements while maintaining strong internal controls.
• Perform other duties as assigned.

Skills

Communication skills

Analytical thinking

Organizational skills

Detail orientation

Relationship building

Education

Bachelor’s degree

Tools

MS Office

Excel

Word

PowerPoint

Job description

LEAF Commercial Capital, part of M&T Bank, is seeking a Direct Sales Representative to expand client relationships and deliver equipment financing and leasing solutions. You’ll identify new business opportunities, prospect actively, and guide customers from origination through funding.

This role emphasizes collaboration with technology vendors, fast-paced growth, and a dedicated focus on risk-aware, compliant sales.