Bank of the West Account Manager in San Francisco, California
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.
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.
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.
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