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Webster Bank · 12 hours ago

Managing Director - Relationship Manager, Equipment Finance

Oklahoma, United States

Full-time

Onsite

Mid, Senior Level

$110K/yr - $135K/yr

7+ years exp

Webster Bank is a financial institution seeking a Managing Director - Relationship Manager for Equipment Finance. This role involves soliciting lease and loan transactions, developing new business, and retaining existing customers to ensure profitable loan volume.

Banking

Hiring Manager

Robin Sukdeo, CPC

Responsibilities

Represent WCF in the lending community to develop profitable loan volume through direct channels as well as vendor/dealer market

Execute highly focused prospecting activities

Structure financing solutions for customers and prospects utilizing existing and new WCF products

Collect and submit all documentation necessary:a) to underwrite / obtain credit approvalb) to understand the business and know our customerc) to understand the equipment and the deal andd) to close the transaction

Aggressive follow-up with prospective customers and referral sources to secure new business

Draft and deliver proposals to prospective borrowers; close transactions

Ensure high quality service

Submit transactions to credit analyst for review providing write up and including purpose and justification

Facilitate closing of transactions via phone or in person

Develop customer base within assigned territory

Document calling activity using Salesforce

Qualification

Customer relationship developmentCredit structuringSalesforceMicrosoft OfficeEquipment finance knowledgeCommunicationOrganizational skillsInterpersonal skillsTeamworkSelf-starter