Bank of the West Jobs

Job Information

Bank of the West Account Manager in San Francisco, California

Account Manager


At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people’s lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, we’re a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth.

JobDescription Summary

Represent products to the equipment

dealers/resellers and end users in our core segments. Work independently of the

National Accounts Manager's (NAM) to develop relationships with

dealers/resellers to be managed with minimal support. Provide support to

National Account Managers to facilitate growth opportunities in new business

production and margin. Assist in the pursuit of ongoing opportunities to hone

sales and marketing skills in the vendor-leasing arena. Complement the overall

management of the accounts and overall territory. Assist with the validation of

compliance items in connection with incoming credit apps.

Essential Job Functions

  • Make outbound calls to assigned dealers/resellers toidentify new financing opportunities

  • Assist with any transactions as directed by theNational Account Manager.

  • Receive inbound calls from dealers/resellers to assistwith general inquiries

  • Act as liaison between Equipment Finance Divisionscredit team and the dealer/reseller to create and negotiate acceptablefinancing solutions.

  • Assist with clearing any pre and post credit requiredcompliance items.

  • Following credit approval, create and submitdocumentation requests

  • Assist dealer/reseller and end user customers withreviewing and executing transaction documentation.

OtherJob Duties

  • Assist dealer/reseller with pricing and quoting oftransactions

  • Train and answer dealer/reseller questions on EquipmentFinance Division’s external app entry and pricing portal.

  • Act as back up for National Account Managers when theyare not available.

  • Monitor dealer/reseller feedback and report to NationalAccount Manager and Program Managers to identify opportunities for servicelevel improvement and increased financing penetration.

  • Occasionally participate in trade shows.

  • Cultivate strong relationships with manufacturer anddealers throughout the assigned territory

  • Performs other duties as assigned.


Required Experience

  • Bachelor's Degree Business (BA/BS)

  • Requires 3 years minimum prior relevant experience as Sales Associate in financial sales

Equal Employment Opportunity Policy

Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.

Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.

Job: Sales and Sales Related

Location: United States-California-San Francisco

Requisition ID: 046006