Senior Equipment Finance Sales Officer

Commerce Bancshares
Houston
Workplace: HybridFull timeUSD 171,250 - 203,750 annuallyFunction: Finance & AccountingEducation: bachelorsSkills: ["Sales and negotiation","Attention to detail","Communication","Self-starter","Adaptability"]

Directly solicit equipment finance and leasing opportunities for companies in an assigned territory, calling on customers and targeted prospects to acquire new business. Serve as the primary advisor for a portfolio of complex commercial relationships, coordinating with product partners to cross-sell. Review and analyze portfolios to reduce risk and enhance profitability, facilitate credit requests and structuring, and resolve customer problems while ensuring compliance with bank policies and regulations.

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Commerce Bancshares
Commerce Bancshares
2 months ago

Senior Equipment Finance Sales Officer

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Directly solicit equipment finance and leasing opportunities for companies in an assigned territory, calling on customers and targeted prospects to acquire new business. Serve as the primary advisor for a portfolio of complex commercial relationships, coordinating with product partners to cross-sell. Review and analyze portfolios to reduce risk and enhance profitability, facilitate credit requests and structuring, and resolve customer problems while ensuring compliance with bank policies and regulations.
Location: Houston
Workplace: Hybrid
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Call assigned customers and targeted prospects to acquire new business.
  • •Advise an assigned portfolio of diverse and complex commercial relationships to ensure customer satisfaction and retention.
  • •Coordinate with product partners to cross-sell a full range of products and services.
  • •Review and analyze portfolios to reduce risk and enhance profitability.
  • •Facilitate credit requests and loan structuring, including negotiating/pricing, collateral, loan documentation, and industry/credit risk analysis.

Pay and Benefits

Salary: USD 171,250 - 203,750 annually
Schedule:4-Day Week
Perks:Health InsuranceDentalVision401kLife InsurancePaid LeaveLearning Budget

Key Requirements

  • •Bachelor’s degree in Accounting, Finance or an equivalent combination of education and experience.
  • •7+ years of sales experience in the banking/financial services industry; equipment lease origination experience preferred.
  • •Strong knowledge of commercial products, credit policies/procedures/terminology and the ability to conduct credit analysis.
  • •Ability to structure more complex credit requests, including negotiating/pricing and collateral documentation.
  • •Maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; advance proficiency with Microsoft Word, Excel, and Outlook.
Experience:BankingFinancial servicesEquipment financeEquipment leasing
Education:Bachelor's in Accounting, Finance
Skills:Sales and negotiationAttention to detailCommunicationSelf-starterAdaptability
Licenses:Valid driver’s license
Tech Stack:Microsoft WordMicrosoft ExcelMicrosoft Outlook

Company Brief

Commerce Bancshares
Provides commercial, retail, wealth management, and payment services through its regional banking operations. Commerce Bancshares serves individuals, businesses, and institutions across the Midwest with deposit accounts, lending, treasury, and card solutions.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Kansas City, United States
Founded: 1865
WebsiteLinkedIn