Inside Sales Rep - Construction & Industrial Equipment Finance
First Citizens Bank
Senior Lending Solutions Manager
At First Citizens Bank, we're committed to helping our clients achieve their ambitions, and we bring that same commitment to our associates. For more than 125 years, our relationship-based culture has created opportunities to build lasting connections, grow professionally and make a meaningful impact for our clients, communities and one another.
First Citizens Equipment Finance is a full-service, vendor-centric lending/leasing business unit. FCB EF provides a wide array of lending and leasing products/solutions to customers ranging in size from small/medium businesses to enterprise entities through its affiliation/alignment with OEM equipment vendors, their distributors, resellers, and dealers.
The primary purpose of the Senior Lending Solutions Manager role is to maintain and grow existing key industrial vendors and assist in developing new regional dealer relationships and business development with new wholesale opportunities to meet quota of new business volume ($25.0MM) and other targets. These relationships will result in generating profitable finance transactions that produce new business volume. This role is the point of contact with the vendor, therefore responsible for all aspects of the vendor business. Responsible for assisting the regionals reps with closing business and being a relationship hand-off to our business development representative.
Responsibilities & Qualifications
- Sales - Prospect, qualify and close business opportunities within the construction and industrial sector, working with manufacturers, vendors and end user customers. Develop, implement, and maintain sales plans to meet/exceed assigned sales and margin quotas including strategies to grow existing accounts and develop new customer relationships.
- Service - Offer financing products to vendors in assigned area. Advise customers on financing solutions for their business and effectively address the customer's business needs, offer appropriate value proposition solutions, negotiate price, and close accounts over the phone.
- Documentation - Maintain a database of customers by recording activity on statistics on each outbound call, ensure all information and documentation are upheld to standards.
- Business Proficiency - Provides knowledge in area of work. Reviews and maintain knowledge of any laws, regulations, and policies, that affect specific job duties to produce work that is accurate, efficient, and compliant. Utilizes product, system, or process familiarity, to resolve problems and handle customer requests. May offer guidance and direction to less experienced specialist through knowledge in area of work.
Basic Qualifications:
Bachelor's Degree and 4 years' experience in Sales or Marketing, Leasing/Financial Services
-OR-
High School Diploma or GED/Equivalent and 8 years' experience in Sales or Marketing, Leasing/Financial Services
Preferred Qualifications:
- Strong written and verbal communication skills with an ability to communicate effectively across business levels.
- Strong Customer Service skills with exceptional attention to detail
- Salesforce / CRM experience preferred.
- Technologically savvy
- Client-focused, proactive, and results-oriented
- Proficient with Microsoft Office Suite; Excel, PowerPoint, Word
Position Specific Skills:
- Ability to lead a vendor relationship
- Maintains Strategic Perspective
- Negotiating
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at
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