Senior Equipment Finance Relationship Executive

First Commonwealth Bank; Powell (OH); Hybrid; USD 120,000 - 150,000; Full time

Benefits offered by this job

Telecommuting possible

Job summary

First Commonwealth Bank seeks a senior Equipment Finance Group Middle Market Sales Officer to develop and manage relationships with middle-market clients and bank partners. The role collaborates with portfolio, asset, and credit teams to create new direct end-user financing relationships.

This senior professional will coordinate multiple stakeholders, drive referrals, and maintain an exceptional client experience, including travel within a designated territory and industry events.

Qualifications

• Bachelor's degree in Business Management, Finance, or related field preferred.
• Seven (7) years of success selling equipment lease and loan products preferred.
• Demonstrated capability managing a large territory with multiple banking partners.
• Excellent verbal and email communication, interpersonal, problem-solving, and organizational skills.
• Proficiency with Salesforce CRM software and prospecting databases preferred.
• Demonstrated strength in building and maintaining OEM, dealer and customer relationships.
• Understanding of lease and loan structures, contracts and concepts, and pricing transactions within risk/reward.

Responsibilities

• Delivers exceptional client service and upholds the Perfect Client Experience (PCE).
• Builds and expands relationships with clients, prospects, Bank Relationship Managers, and senior management to drive referrals and sales.
• Develops and manages a designated territory with regular travel and industry events.
• Meets or exceeds sales goals with disciplined calling and accountability.
• Identifies customer needs and presents equipment finance solutions, including structuring credit products and lines of credit.
• Possesses strong knowledge of equipment financing structures, credit analysis, tax considerations, and essential equipment values.
• Manages large, complex corporate relationships with $30M+ revenue.
• Demonstrates contract negotiation skills and structures financing balancing client needs and risk.
• Uses CRM tools to build and maintain a client/prospect database.
• Ensures accurate processing and submission of required documentation; assists in collections/remarketing when needed.
• Trains Relationship Managers on equipment finance products, processes, and market opportunities.
• Promotes the bank's reputation through professional client interactions.

Skills

Relationship building

Territory management

Communication

Problem solving

Negotiation

Education

Bachelor's degree in Business/Finance

Seven years of equipment lease/loan sales experience

Tools

Salesforce CRM

Microsoft Office

Prospecting databases

Job description

First Commonwealth Bank seeks a senior Equipment Finance Group Middle Market Sales Officer to develop and manage relationships with middle-market clients and bank partners. The role collaborates with portfolio, asset, and credit teams to create new direct end-user financing relationships.

This senior professional will coordinate multiple stakeholders, drive referrals, and maintain an exceptional client experience, including travel within a designated territory and industry events.