What are the responsibilities and job description for the EFG Sales Officer position at First Commonwealth Bank?
The Equipment Finance Group Sales Officer is a senior salesperson responsible for developing and managing relationships with original equipment manufacturers (OEMs), vendors and end users. In addition, the Sales Officer will collaborate with portfolio managers, asset managers and credit managers within the company for all matters related to the creation of new vendor programs and managing existing vendor and client relationships. This role requires the ability to coordinate with and influence multiple parties while driving toward the shared goal of an excellent client experience.
Compensation includes base salary plus commissions paid monthly based on funded production.
Essential Job Responsibilities__________________________________
1. Strives to provide extraordinary client service by exercising the Perfect Client Experience (PCE)
2. Ensures Service Level Agreements are met with regard to client service for both internal and external clients
3. Actively prospects and develops new relationships with original equipment manufacturers, dealers and end users that produce a consistent source of equipment financing opportunities
4. Develops tailored programs to meet the unique needs of equipment manufacturers and vendors
5. Nurtures existing dealer/ vendor relationships and programs
6. Trains vendor salespeople on our processes and technological products
7. Develops strong business relationships with both senior management and day-to-day contacts at established and newly developed vendor customers
8. Manages multi-state territory with minimal supervision
9. Ability to sell value-added finance solutions
10. Meets and exceeds sales production goals
11. Establishes and nurtures customer relationships by initiating outbound calls, in person presentations, regular field sales calling, and participation in industry events
12. Evaluates customer needs, and develop financing solutions and structures to meet their needs
13. Utilizes the CRM platform to build and maintain a customer/ prospect database
14. Follows to be certain all required documentation are accurately processed, completed and submitted to the appropriate parties
15. Understands the client’s industry, essential equipment and its value as well as the various transaction structures that balance client needs and the company’s risk management strategy
16. Assists in any requested collection and remarketing efforts
17. Works with customers identified by business partners to assist in securing financing
18. Actively promotes the reputation of First Commonwealth Bank by building relationships with clients, handling each client with personal interest and respect
Bona Fide Occupational Qualifications___________________________
1. Bachelor’s degree in Business Management, Finance, or related field, preferred
2. Ten (10) years of demonstrated success selling equipment lease and loan products, preferred
3. Demonstrated capability managing a multi-state territory
4. Excellent verbal and email communication, interpersonal, problem-solving, and organizational skills
5. Proficiency with Salesforce CRM software and prospecting databases preferred
6. Demonstrated strength in building and maintaining prospective and existing OEM, dealer and customer relationships
7. Understanding of lease and loan structures, contracts and concepts as well as the ability to price transactions to meet client needs within the risk/reward expectations of the company
8. Proficient with all Microsoft Office products
9. Effective problem solving and analytical skills, with ability to handle and prioritize multiple tasks required, along with initiative and ability to work independently
10. A valid driver’s license and the ability to travel are required
11. May be eligible for Telecommuting.
