Equipment Finance Regional Account Manager jobs in United States
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Arvest Bank · 4 days ago

Equipment Finance Regional Account Manager

Arvest Bank is a financial institution seeking a Regional Account Manager for their Equipment Finance Division. The role involves developing new vendor and dealer relationships, generating commercial loans and leases, and managing a profitable loan portfolio while traveling extensively within assigned territories.

BankingFinanceFinancial Services

Responsibilities

Market equipment finance products in assigned territories and market segments
Develop new business relationships through direct calling efforts and through frequent travel to prospective clients and to various trade shows. Prospect new business in accordance with Arvest policies and procedures to achieve growth goals
Generate commercial loans and leases with an emphasis on building and maintaining a high quality and profitable loan portfolio that has sustainability for the long term
Underwrite credit requests in a prompt manner. Exercise appropriate discretion daily to analyze data gathered and approve, deny, or recommend alternative products or services
Manage and maintain a profitable commercial loan and leasing portfolio. Perform ongoing review of portfolio for appropriate customer alignment and focus based on opportunities and market data
Conceive, develop, and establish personal objectives and overall plans for implementation in line with bank objectives that are acceptable to management
Make credit presentations to loan committee/senior management with recommendation for approval or denial of loan requests
Work cooperatively with internal staff to prescreen, propose, approve, negotiate, document and fund equipment financing transactions
Assist the President and Regional Sales Manager as a facilitator or moderator in product/service seminars in bank locations
Analyze current financial information on existing loans for the purpose of conducting periodic reviews to determine the ongoing credit worthiness of clients. Manage past due accounts and keep management abreast of any significant issues
Set up prospective client seminars and luncheons
Stay current on industry issues and regulations
Demonstrate critical thinking, time management, and the ability to prioritize client’s needs and customer service. Make sound financial recommendations for qualifying services
Participate in CFB4 sales meetings and appointments as assigned
Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity
Support and uphold the Arvest Mission Statement
Uphold the Arvest Code of Ethics and ensure that confidential information is safeguarded
Maintain a high level of cooperation and rapport with all associates in order to ensure accurate and efficient operations and service
Formulate and communicate new ideas and suggestions that will improve profitability and efficiency for the bank’s overall operation
Promote professionalism at all times

Qualification

Equipment FinanceCommercial LoansSales DevelopmentCLFP CertificationConstruction Industry KnowledgeAg Manufacturing KnowledgeCredit AnalysisBachelor's DegreeCustomer ServiceRelationship BuildingTime ManagementCritical Thinking

Required

Bachelor's Degree in Business Administration, Finance or related field, or equivalent military or work experience
5 years commercial loan or commercial lease transactions experience or 5 years sales, business development, relationship building, or comparable role experience
Exhibit a background and experience in selling, originating, qualifying, and closing a variety of loan and/or lease financing products
Completion of CFB4 training within first year
Completion of Certified Lease & Finance Professional (CLFP) designation within 24 months of employment
Must be able to arrive at work on time, work on site and have regular work attendance
Must be able to work cooperatively with other co-workers regardless of personality, presence or communication style
Must be able to provide cordial customer service regardless of customer personality, presence or communication style
Must be able to perform several tasks at once
Must be able to work in a stressful atmosphere
Must be able to rotate job tasks
Must be able to greet others cordially
Must be able to coordinate multiple and changing priorities
Must be able to verbally communicate with all other associates
Must be able to operate telephone, scanner, copier and FAX machines
Must be able to occasionally work outside of normal business hours
Must be able to move from department, division, or bank to department, division, or bank to attend meetings
Must be able to operate personal computer keyboard in order to create reports, schedules and other appropriate documentation
The associate is regularly required to sit, talk and hear
The associate is occasionally required to stand, walk, use hands to finger, handle, or feel objects, and reach with hands and arms
The associate must occasionally lift and/or move up to 25 pounds
The associate must be able to travel extensively by themselves within the US, including overnight, and via automobile and air

Preferred

5 years of Equipment Finance experience
Knowledge with Industry experience in Construction and Ag. Manufacturing with existing customer and dealership relationships
Knowledge of terminology associated with commercial lending and/or leasing
Master's Degree, Lending School, or graduate banking school

Benefits

Comprehensive suite of benefits
Full range of health and life, financial, and wellness benefits

Company

Arvest Bank

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Arvest Bank is a community-based financial institution serving more than 110 communities in Arkansas, Kansas, Missouri and Oklahoma.

Funding

Current Stage
Late Stage

Leadership Team

M
Matt Machen
President & COO
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Y
Yurik Paroubek
Chief Operating Officer
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Recent News

Arkansas Business — Business News, Real Estate, Law, Construction
Arkansas Business — Business News, Real Estate, Law, Construction
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