Sales Support Representative

Division Overview

The Equipment Finance (EF) Division is responsible for providing creative capital solutions for equipment acquisitions and leases to small and medium sized businesses through various referral channels to include OEM, dealers, vendors, distributors, brokers and captives. The Equipment Finance Division also works closely with other bank divisions, in a team/cross selling capacity to deliver first in class solutions to the banks clients while enhancing the banks brand and providing shareholder value.

JOB OVERVIEW

The Sales Support Representative of the Equipment Finance Division is responsible for all aspects of assistance and support for existing Source and Vendor Relationships along with acting as a liaison between sales and the various functional areas in each aspect of the workflow for transactions. The Sales Support Representative is shared resource across the Direct Source and Vendor platform interacting with vendors, dealers, brokers and primarily end user direct customer relationships nationwide.

Support and assist with the established goals through people and processes by bridging strategic objectives to behaviors and deliverables. Be an active participant in a motivated and diverse team environment. Support the growth and development of their respective Sr. Sales and Sales Representatives, while ensuring consistency in delivering Exceptional Service and Sensible Advice.

Individual performance, sales satisfaction, customer satisfaction and operational integrity and efficiency through performance management, key partnerships, planning and execution.

This position is accountable for supporting Equipment Finance Growth, Asset Quality and Market Expansion. Ensure proper maintenance of internal controls through a strong risk management focus. Represent the Bank to both internal and external customers in a courteous, professional manner in face-to-face, electronic and telephone communications. Accountable for adherence to regulatory compliance standards including Bank Secrecy Act (BSA), company policies and procedures, as well as the quality and timeliness of departmental activities. Actively protect confidentiality of customer and account information. Demonstrate Horizon Bank's commitment to the communities and industries we serve through active involvement in local organizations and events, upholding Horizon values throughout the market. Support the group for the desired outcomes of appropriate yield, spread and risk-based pricing goals.

Sales and Marketing:

• Support and Assist Sales efforts to achieve or exceed the Equipment Finance origination goals.
• Support Horizon's "Sales Principles" by action, deed and communications. Utilize and support Horizon's sales team, sales management and CRM platform.
• Responsible for accurate data entry and data integrity in the sales CRM database
• Assist the sales team with application review and submittals along with assisting in each phase of the sales origination workflow process from initial application entry to final funding of respective transactions.
• Horizon's culture revolves around the belief in measurement and sharing results with the team. Financial and sales results must be consistently and regularly communicated with the various sales personal and management team.
• Support and assist sales in appropriate pricing strategies for national programs and individual transactions

Learning & Development:

• Responsible for completing all assigned regional learning and development programs.
• Engage in personal development by participating in ongoing skill, compliance, product, market, risk management and security training as required for the position.

Enterprise Risk Management ("ERM"):

• Participate in ERM within their assigned markets, including other losses, credit losses, compliance with all rules, regulations and policies and on-going ERM training. In addition, responsible for supporting Horizon's Code of Conduct and Duty to Report
• Perform all work in compliance with established regulations, policies, Standard Operating Procedures (SOPs) and instructions.
• All other duties as assigned

• Bachelor's degree or in active pursuit of said degree in related field or equivalent education and experience.
• Proven track record of strong performance in a team environment.
• Customer centric focus and ability to multitask in a fast-paced environment to support a successful portfolio of sources and vendors.
• Community supporter - recognizes the importance of a community bank and is active in supporting the bank's involvement in the community.
• Solid knowledge of relevant PC software applications, such as Word and Excel as well as CRM solutions.
• Articulate with ability to communicate at all levels within in the organization and with external customers.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions in compliance with the Americans with Disabilities Act (ADA)

Horizon Bank is a proud Equal Opportunity Employer | Disability | Veteran Employer.

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