[Remote] Sr Account Executive – Equipment Finance

Note: The job is a remote job and is open to candidates in USA. Northwest Bank is seeking a Senior Account Executive in Equipment Finance to create and maintain relationships with middle market companies. The role involves direct sales origination, structuring finance transactions, and managing ongoing customer relationships.

Responsibilities

• Initiate and identify new business opportunities which may include existing customers as well as rigorous prospecting for new clients through cold calls, COI and in-person presentations
• 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 on a direct deal basis. Brokered transactions are not preferred
• 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 proactive with respect to changing dynamics of both market conditions and competition
• Effective communication attributes to communicate deal structure and customer to leadership and credit
• Knowledge of Excel and effective use of a CRM
• 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 and effectively add to a performance culture
• Work with on-site equipment

Skills

• Creating new equipment finance relationships and maintaining existing bank relationships
• Developing new business through direct sales origination with generally middle market companies
• Transaction sizes range from $3 million to $30 million
• Initiate and identify new business opportunities which may include existing customers as well as rigorous prospecting for new clients through cold calls, COI and in-person presentations
• 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 on a direct deal 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 proactive with respect to changing dynamics of both market conditions and competition
• Effective communication attributes to communicate deal structure and customer to leadership and credit
• Knowledge of Excel and effective use of a CRM
• 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 and effectively add to a performance culture
• Work with on-site equipment
• Bachelor's degree in Business, Finance, or related
• 5+ years of equipment finance origination experience
• Ability to travel to customer sites

Company Overview