Position is located at 6306 E 101st ST South, Tulsa, OK 74137.

Hours are Monday through Friday 8:00 am to 5:00 pm.

Preferred Qualifications are 20 years experience in equipment finance industry, 5 years experience working with business/corporate commercial customers and previous management experience.

Pay is based on a number of factors including the successful candidate’s job-related knowledge and skills, qualifications, and prior experience. Arvest offers a comprehensive suite of benefits, including a full range of health and life, financial, and wellness benefits. For more information about benefits, please visit www.arvest.com/careers/benefits .

Summary:

SUMMARY: Under the limited direction of the Equipment Finance Director of Sales, the Equipment Finance Regional Sales Manager is responsible for collaborating and marketing of AEF’s lending and leasing programs and services. The incumbent will possess a thorough knowledge on specialized equipment, structuring, pricing and closing complex finance transactions. The incumbent will manage and direct the activities of the assigned sales team, along with setting the production goals that align with sales strategies for AEF. The incumbent must also protect the bank by providing continual supervision of the equipment lending and/or leasing agreements under his/her accountability.

We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

ESSENTIAL DUTIES and RESPONSIBILITIES include the following. Other duties may be assigned.

1. Responsible for organizing, directing, and implementing marketing strategies and sales initiatives of AEF financial services.

2. Set production goals for AEF sales department and lead the sales team in their marketing efforts by keeping current with changing trends, economic indicators and competitors.

3. Develop commercial relationships. Work within underwriting authority and exercise appropriate discretion daily to analyze equipment finance prospects.

4. Manage and maintain a profitable individual commercial lease and loan portfolio. Perform ongoing reviews of the portfolio for appropriate customer alignment and focus on new opportunities using market data.

5. Analyze current financial information on existing loans for the purpose of conducting periodic reviews to determine the ongoing credit worthiness of clients. Manage past due accounts and keep management abreast of any significant issues.

6. Possess a thorough knowledge on specialized equipment, structuring, pricing and closing complex finance transactions. Provide consultation to equipment dealers and commercial customers on legal and structural issues unique to specific equipment types.

7. Manage sales team by selecting, orienting and training; planning, goal setting, monitoring and appraising results of assigned team. Complete sales operational requirements by scheduling and assigning associates; following up on performance results.

8. Focus on continuous improvement of sales staff by assessing, analyzing, and monitoring the actions of the sales team, providing ongoing feedback and reinforcement.

9. Develop methods to track and report results of growth initiatives, analyze and evaluate the results, and recommend changes moving forward.

10. Collaborate with senior leadership and equipment dealers to meet company goals and initiatives.

11. Frequent travel to equipment dealers to insure collaboration and teamwork between AEF and dealership sales team. Additional travel as necessary to meet with prospective clients and to attend various trade shows.

12. Keep the AEF President and the AEF Board of Directors thoroughly informed with progress in all phases of the bank’s equipment finance activities.

13. Prepare and present monthly production & financial reports to the AEF Board of Directors.

14. Interview and determine desirability of applicants and potential Vendor Partnership opportunities, including gathering all necessary information and making available all relevant information. Decide if the Vendor prospect has the appropriate product lines, asset types and adequate volume to warrant partnership. Detailed knowledge of the many products offered is critical to allow for proper evaluation of all loan products available.

15. Attend various officer meetings, peer group sessions, seminars, training programs, schools, etc. as may be directed from time to time.

16. Analyze potential equipment finance markets to develop prospects for Equipment Finance business

17. Respond to and resolve client complaints and/or questions.

18. Develop and maintain an effective relationship with those sectors of the community and within the bank that offer a market potential for equipment financing.

19. Maintain professional and technical knowledge by attending workshops; reviewing professional publications; establishing personal networks and participating in professional societies.

20. Maintain knowledge and adherence to all federal and state regulations and Arvest Loan Policy and Procedures.

21. Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.

TEAM ACCOUNTABILITIES:

• Cross-sell other services of the bank.

• Support and uphold the Arvest Mission Statement

• Uphold the Arvest Code of Ethics and ensure that confidential information is safeguarded.

• Maintain a high level of cooperation and rapport with all associates in order to ensure accurate and efficient operations and service.

• Formulate and communicate new ideas and suggestions that will improve profitability and efficiency for the bank’s overall operation.

• Promote professionalism at all times.

SUPERVISORY RESPONSIBILITIES: Directly supervise two or more associates as assigned by the Manager. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Ensure direct reports have completed required compliance training and are adhering to all internal procedures and controls as it relates to bank policy, laws, regulations and Arvest’s BSA/AML Program. Responsibilities include interviewing, hiring, appraising performance, rewarding, and disciplining associates. The incumbent has the authority and the appropriate influence to make recommendations regarding hiring, firing, advancement, promotion, or any other change of status of other associates within the guidelines of the bank’s procedures and guidelines for such change of status events. The incumbent provides training, planning, assigning, and directing work assignments and schedules; addressing complaints and resolving problems.

Responsibilities:

QUALIFICATION REQUIREMENTS;

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE:

• Bachelor’s Degree in business, finance, or equivalent degree or equivalent military or experience required. Relevant military experience is considered for veterans and transitioning service members.

• 8 years commercial lending or commercial equipment finance experience with emphasis in evaluation/origination of large/complex credits required.

• Completion of CFB4 training within the first year required.

• Completion of Certified Lease & Financial Professional (CLFP) within first 24 months required.

• Previous experience in a banking/or finance environment required.

• Supervisory and/or management level experience preferred.

• Master’s Degree, Lending School, or graduate banking school preferred.

OTHER SKILLS and ABILITIES:

· Must be able to arrive at work on time, work on site and have regular work attendance

• Must be able to work cooperatively with other co-workers regardless of personality, presence or communication style

• Must be able to provide cordial customer service regardless of customer personality, presence or communication style

• Must be able to perform several tasks at once

• Must be able to work in a stressful atmosphere

• Must be able to rotate job tasks

• Must be able to greet others cordially

• Must be able to coordinate multiple and changing priorities

• Must be able to verbally communicate with all other associates

• Must be able to operate telephone, scanner, copier and FAX machines

• Must be able to occasionally work outside of normal business hours

• Must be able to move from department, division, or bank to department, division, or bank to attend meetings

• Must be able to operate personal computer keyboard in order to create reports, schedules and other appropriate documentation

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

While performing the duties of this job, the associate is regularly required to sit, talk and hear. The associate is occasionally required to stand; walk; use hands to finger, handle, or feel objects; and reach with hands and arms.

The associate must occasionally lift and/or move up to 25 pounds.

Specific vision abilities required by this job include close vision.

The associate must be able to travel frequently by themselves within the US, including overnight, and via automobile and air.

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

Grade 18C

Pay Range: $162940 - $193487 per year