Report directly to SVP, Director of Equipment Finance and independently generate new and profitable equipment finance and leasing business with existing bank customers and qualified prospects within a specific territory proposing on and eventually closing required amounts of business.
Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty.
Delivers a unique customer experience aimed to improve a customer's financial wellbeing and create loyalty while increasing share of wallet. From a variety of customer interactions, participates in proactive sales and service activities and identifies referral opportunities.
Develop the business plan and worldwide sales targets along with a management control system to capture orders, sales and profits; publish performance reports on same along with action plans where necessary.