Equipment Finance Sales Officer

Commerce Bancshares
Dallas
Workplace: OnsiteFull timeUSD 112,000 - 203,750 annuallyFunction: Finance & AccountingExperience: 1+ yearsEducation: bachelorsSkills: ["Sales","Negotiation","Communication","Attention to detail","Self-starter"]

Directly solicit equipment finance and leasing opportunities from companies in an assigned territory, acquiring new business through prospecting and customer calling. Serve as a primary advisor for a portfolio of complex commercial relationships, cross-sell related products, and analyze portfolios to reduce risk and enhance profitability. Facilitate credit requests from structuring through documentation and help resolve customer problems while ensuring compliance with all applicable policies and regulations.

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Commerce Bancshares
Commerce Bancshares
5 months ago

Equipment Finance Sales Officer

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Source: Company careers pageValidated by: Fursa AI
Last checked: 7 hours agoStatus: Live

Job Summary

Directly solicit equipment finance and leasing opportunities from companies in an assigned territory, acquiring new business through prospecting and customer calling. Serve as a primary advisor for a portfolio of complex commercial relationships, cross-sell related products, and analyze portfolios to reduce risk and enhance profitability. Facilitate credit requests from structuring through documentation and help resolve customer problems while ensuring compliance with all applicable policies and regulations.
Location: Dallas
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Entry level

Key Responsibilities

  • •Primarily call assigned customers and targeted prospects to acquire new business.
  • •Advise an assigned portfolio of diverse, complex commercial relationships to drive 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, including loan structuring, negotiating/pricing, collateral, and documentation, and resolve customer problems with product experts.

Pay and Benefits

Salary: USD 112,000 - 203,750 annually
Perks:Health InsuranceDentalVision401kLife InsurancePaid LeavePaid PersonalEducation Assistance

Key Requirements

  • •Bachelor’s degree in Accounting, Finance, or an equivalent combination of education and experience.
  • •1+ years of sales experience in the banking/financial services industry; equipment lease origination sales experience preferred.
  • •Knowledge of single investor tax, loans, TRAC, operating, synthetic, and debt transactions.
  • •Basic credit analysis skills and ability to structure more complex credit requests.
  • •Basic proficiency with Microsoft Word, Excel, and Outlook.
Experience:1+ yearsBankingFinancial services
Education:Bachelor's in Accounting, Finance
Skills:SalesNegotiationCommunicationAttention to detailSelf-starter
Tech Stack:Microsoft WordExcelOutlook

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