Requisition
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Purpose
Contributes to the overall success of Equipment Financing in Canadian Commercial Banking ensuring specific individual goals, plans, initiatives are executed/delivered in support of the team’s business strategies and objectives. Ensures all activities are conducted in compliance with governing regulations, internal policies, and procedures.
The focus of sales efforts will be on equipment finance and lease transactions from $250,000+ for Canadian Commercial Banking, Corporate, Institutions and Government.
The Relationship Manager, Equipment Financing is a product specialist who possesses a strong understanding of equipment financing products. He or She is responsible for negotiating and structuring directly with the client to ensure equipment finance or lease structure meets client's financing, accounting, and taxation requirements in a manner consistent with the overall Canadian Commercial Banking strategy of developing a customer focused sales culture and adhering to governing regulations, internal policies, and procedures.
He or She will have a detailed and current knowledge of all aspects of equipment finance and leasing specifically with special emphasis on accounting, taxation, credit pricing, and security.
The incumbent will work closely with Client Relationship Manager to ensure the structure is properly advised in credit submissions and is responsible for recommending pricing, preparing proposals and input to credits, high level review of financial statements to ensure client will meet Bank's credit criteria, as well as coordinating that documentation is prepared and accurate.
Accountabilities
Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
Acquires good quality and profitable equipment finance and lease transactions. Influence and assist Canadian Commercial Banking & Branches to identify and acquire good quality profitable equipment finance / leases. Maintaining an appropriate ongoing sales pipeline and calling program. Maintaining effective follow-up with prospects/referrals on any unsuccessful opportunities. Sales Reporting on monthly activities including but not limited to prospect calls, customer calls, joint calling with partners and COI calls.
Planning and completing relationship activities that generate sales opportunities and/or provide value to clients. Building and maintaining an awareness of local market and general economic conditions. Meeting with business leaders and other centres of influence. Participating in local professional and community events and associations to develop and expand network of contacts. Liaising and utilizing Bank product specialists to stay abreast of new enhancements, products, and services, and to fulfill identified client needs.
Understanding changes to services and products and communicating this team members and clients. Developing strategies to implement new services and deposit products to best fit with client’s needs. Being a well-informed expert and champion of Equipment Financing options.…
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