Sr. Account Executive - Large Ticket Equipment Finance

Northwest Bank; Pennsylvania; On-site; USD 90,000 - 130,000; Full time

Job summary

A leading bank is seeking a Senior Account Executive specialized in Large Ticket Equipment Finance. The role involves prospecting and selling loan products to both private and public middle market companies. Candidates should have a strong background in sales and finance, along with excellent relationship-building skills. This position offers opportunities for significant commission through the development and management of client accounts.

Benefits

Equal opportunity employer

Qualifications

• 5-6 years of Marketing/Sales experience within a Commercial Finance Company or Bank.
• Background in building and maintaining long-term relationships with senior level managers.
• Successful track record in corporate financial sales.

Responsibilities

• Prospecting and selling loan/lease products to middle market companies.
• Achieving and exceeding volume quota on financing transactions.
• Managing ongoing customer relationships and ensuring compliance.

Skills

Communication

Analytical skills

Sales

Customer relationship management

Education

Bachelor’s degree in business, finance, or related

Tools

Microsoft Office Software

CRM program

Job description

Sr. Account Executive - Large Ticket Equipment Finance

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Sr. Account Executive - Large Ticket Equipment Finance

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Join to apply for the Sr. Account Executive - Large Ticket Equipment Finance role at Northwest Bank

Job Description

The Senior Account Executive will be responsible for prospecting and selling loan/lease as well as turn-key bank loan products to new prospects and existing relationships with both private and public middle market companies. New business is developed through direct sales origination with generally middle market companies, both private and publicly traded, in the areas of – manufacturing, wholesalers, distributors and service companies, etc. Transaction sizes range from $3 million to $30 million, with the average transaction size of $3 - $10 million.

Job Description

The Senior Account Executive will be responsible for prospecting and selling loan/lease as well as turn-key bank loan products to new prospects and existing relationships with both private and public middle market companies. New business is developed through direct sales origination with generally middle market companies, both private and publicly traded, in the areas of – manufacturing, wholesalers, distributors and service companies, etc. Transaction sizes range from $3 million to $30 million, with the average transaction size of $3 - $10 million.

Essential Functions

• Initiate and identify new business opportunities, which may include existing customers as well as prospecting for new clients thru cold calls and in-person meetings
• Arrange personal meetings with prospects to explain Northwest’s products, rates, and terms of finance agreements
• Achieve and exceed volume quota by effectively targeting, qualifying, and closing equipment financing transactions in the assigned territory on a direct basis
• Use industry insight, analytical skills, product knowledge and communication skills to identify, develop, activate, and maintain customer relationships
• Structure, design, propose and close viable finance transactions
• Manage customer relationships on an on-going basis by monitoring and being pro-active with respect to changing dynamics of both market conditions and competition
• Assist the credit function and personnel as required and requested
• Knowledge of Excel and experience utilizing a CRM program a plus
• Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
• Navigate Microsoft Office Software, computer applications, and software specific to the department to maximize technology tools and gain efficiency
• Work as part of a team
• Work with on-site equipment
  
  

Education + Experience preferred

• Bachelor’s degree in business, finance, or related
• 5-6 years of Marketing/Sales experience within a Commercial Finance Company or Bank
• Background in building and maintaining long term relationships with senior level managers of middle market companies
• Independent and tenacious marketer with an entrepreneurial spirit and extensive experience with originating, qualifying, and closing a variety of financing products.
• Successful track record in corporate financial sales and a proven ability to meet volume quota requirements and establish solid relationships
• Ability to consistently identify opportunities and develop relationships with candidate's existing base of contacts as well as developing new customers
  
  

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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