2 Relationship Manager-Equipment Finance, VP Jobs in Pittsburgh, PA
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Relationship Manager-Equipment Finance, VP
$113k-149k (estimate)
Full Time | Securities
3 Weeks Ago
Raymond James Financial is Hiring a Relationship Manager-Equipment Finance, VP Near Pittsburgh, PA
Relationship Manager-Equipment Finance, VP-2401773
Description
Job Summary
The Equipment Finance Relationship Manager, VP will execute the Equipment Finance Direct Corporate Sales Strategy. Successful candidates will proactively develop credit relationships with qualified bank and non-bank customers and prospects on a direct basis, and provide Equipment Financing Solutions, through the utilization of Tax, and Non-Tax lease products throughout the territory of Eastern PA, NJ and NY.
Essential Duties and Responsibilities
- Maintains a scheduled calling program with clients and prospects to actively sell Equipment Finance (EF) services
- Identifies and addresses areas of competition, as well as potential new markets in assigned area that would maximize the volume and earnings of the direct corporate EF portfolio
- Targets calling efforts directed towards financial executives, or other C-Suite officers, of privately owned or publicly owned companies with revenues of $50MM
- Structures equipment finance transactions ranging from $2MM - $15MM to meet tax, accounting, or asset management demands of client. EF may act as sole investor, lead syndicator, or participant
- Partners with Relationship Managers on Bank referrals to structure proposed transactions, obtain approval, endorse the transaction, and close the transaction. Works directly with Senior Management and internal partners in Bank Operations, Credit Management, and Legal throughout the process
- Maintains current EF clients within the assigned Bank territories by profiling, generating new leases, and replacing old leases. Leads calls with the product or service that is most appropriate to the client's situation based on knowledge of business, with emphasis on leasing
- Attains or exceeds annual assigned budgets for volume and fees
- Analyzes client's financial information available through company systems to assess and summarize risk information of client's equipment financing strategy
- Manages all actives in CRM, keeping business pipeline current and pending items / activities up to date
- Attends Bank meetings in assigned regions to provide training and regularly participate in joint calls
Qualifications
Knowledge, Skills, and Abilities
Knowledge of
- Knowledge of the principles of equipment financing structure, credit analysis and tax law
- Proficient in most aspects of business finance; demonstrated knowledge of credit products and structuring
- Proficient in managing large and complex corporate relationships
- Ability to use a Loan Pricing Model in conjunction with general industry knowledge
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Skill in
- Excellent interpersonal, analytical, and organizational skills
- Excellent verbal and written communication skills
Ability to
- Willingness and ability to travel, occasionally overnight
- Highly energetic with a strong desire to succeed in adverse situations
- Possess a high standard of personal accountability in meeting assigned sales objectives
Educational/Previous Experience Requirements
Education/Previous Experience
Education/Previous Experience
- Bachelor’s Degree in a Finance-related field, or equivalent combination of education and related training
- Minimum 6-8 years of combined experience in finance or corporate sales; experience in the Equipment Finance banking market preferred
Raymond James Guiding Behaviors
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Job Banking
Primary Location US-PA-Pittsburgh-Pittsburgh
Organization TriState Capital Bank
Schedule Full-time
Shift Day Job
Travel No
Thank You
Job Summary
JOB TYPE
Full Time
INDUSTRY
Securities
SALARY
$113k-149k (estimate)
POST DATE
05/26/2024
EXPIRATION DATE
07/25/2024
WEBSITE
raymondjames.com
HEADQUARTERS
SAINT PETERSBURG, FL
SIZE
7,500 - 15,000
FOUNDED
1962
TYPE
Public
CEO
PAUL C REILLY
REVENUE
$5B - $10B
INDUSTRY
Securities
Related Companies
About Raymond James Financial
Raymond James is a Florida-based investment bank that provides financial planning, wealth management, and asset management services.
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