Sr. Account Executive - Large Ticket Equipment Finance

Northwest Bank • Warren, PA • 1d ago

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

LI-EK1

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

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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