Managing Director, Relationship Manager, Equipment Finance

Webster Bank; United States; Remote; USD 110,000 - 135,000; Full time

Job summary

Webster Bank is seeking a Managing Director, Relationship Manager specializing in Equipment Finance. The role requires responsibility for generating loan transactions through business development and managing customer relationships. Ideal candidates should possess a Bachelor's degree along with significant experience in the finance industry, coupled with strong communication and organizational skills. This remote position offers an opportunity to work within a values-oriented bank committed to serving diverse clientele.

Qualifications

• 7+ years related experience preferred.
• Self-starter with demonstrated ability to develop customer relationships.
• Ability to adjust priorities and work independently required.

Responsibilities

• Solicit lease and loan transactions ranging from $150,000 to $10,000,000.
• Develop customer base within assigned territory.
• Ensure high quality service and facilitate transaction closing.

Skills

Communication

Organizational

Interpersonal

Selling

Pricing

Education

Bachelor's degree in Finance, Business, Accounting, Economics or related field

Tools

Microsoft Office

Salesforce

Info Analysis

Job description

Managing Director, Relationship Manager, Equipment Finance page is loaded

Managing Director, Relationship Manager, Equipment Finance

Apply locations Remote-Texas Remote-Pennsylvania Remote-Massachusetts Remote-Michigan Remote-Minnesota time type Full time posted on Posted 12 Days Ago job requisition id R25_0000000056

If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster’s values, these set us apart as a bank and as an employer.

Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!

Position Summary:

Responsible for soliciting lease and loan transactions ranging from $150,000 to $10,000,000 through new business development and retention of current customers.

Responsibilities:

1. Represent WCF in the lending community to develop profitable loan volume through direct channels as well as vendor/dealer market.

2. Execute highly focused prospecting activities.

3. Structure financing solutions for customers and prospects utilizing existing and new WCF products.

4. Collect and submit all documentation necessary:

a) to underwrite / obtain credit approval

b) to understand the business and know our customer

c) to understand the equipment and the deal and

d) to close the transaction.

5. Aggressive follow-up with prospective customers and referral sources to secure new business.

6. Draft and deliver proposals to prospective borrowers; close transactions.

7. Ensure high quality service.

8. Submit transactions to credit analyst for review providing write up and including purpose and justification.

9. Facilitate closing of transactions via phone or in person.

10. Develop customer base within assigned territory.

11. Document calling activity using Salesforce.

Education, Experience and Skills

* Bachelor's degree required preferable in Finance, Business, Accounting, Economics or related field.

* Self-starter

* 7+ years related experience preferred.

* Demonstrated ability to develop new customer relationships

* Excellent communication (oral & written), organizational and interpersonal skills.

* The ability to work independently and to adjust priorities is necessary.

* Strong selling and pricing skills and experience in credit structuring.

* Product knowledge of legal and tax lease parameters.

* The ability to work in a team environment is necessary.

* PC skills -- experience in Microsoft Office, Salesforce and Info Analysis.

The estimated salary range for this position is $110,000 USD to $135,000 USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.

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All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

About Us

Being passionate about making a difference in people's lives is what working at Webster is all about. Since our founding in 1935, we've maintained a values-guided culture. Whether it’s helping someone buy their first home or build a business, you’ll be part of a caring team that goes above and beyond for our customers, communities and each other.

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