Managing Director - Relationship Manager, Equipment Finance (, OH, United States)

Managing Director - Relationship Manager, Equipment Finance

Join to apply for the Managing Director - Relationship Manager, Equipment Finance role at Webster Bank

Managing Director - Relationship Manager, Equipment Finance

3 days ago Be among the first 25 applicants

Join to apply for the Managing Director - Relationship Manager, Equipment Finance role at Webster Bank

Direct message the job poster from Webster Bank

Responsible for soliciting lease and loan transactions ranging from $150,000 to $10,000,000 through new business development and retention of current customers.

Responsibilities:

1. Represent WCF in the lending community to develop profitable loan volume through direct channels as well as vendor/dealer market.

2. Execute highly focused prospecting activities.

3. Structure financing solutions for customers and prospects utilizing existing and new WCF products.

4. Collect and submit all documentation necessary:

a) to underwrite / obtain credit approval

b) to understand the business and know our customer

c) to understand the equipment and the deal and

d) to close the transaction.

5. Aggressive follow-up with prospective customers and referral sources to secure new business.

6. Draft and deliver proposals to prospective borrowers; close transactions.

7. Ensure high quality service.

8. Submit transactions to credit analyst for review providing write up and including purpose and justification.

9. Facilitate closing of transactions via phone or in person.

10. Develop customer base within assigned territory.

11. Document calling activity using Salesforce.

Education, Experience and Skills

* Bachelor's degree required preferable in Finance, Business, Accounting, Economics or related field.

* Self-starter

* 7+ years related experience preferred.

* Demonstrated ability to develop new customer relationships

* Excellent communication (oral & written), organizational and interpersonal skills.

* The ability to work independently and to adjust priorities is necessary.

* Strong selling and pricing skills and experience in credit structuring.

* Product knowledge of legal and tax lease parameters.

* The ability to work in a team environment is necessary.

* PC skills -- experience in Microsoft Office, Salesforce and Info Analysis.

The estimated salary range for this position is $110,000 USD to $135,000 USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Industries

  Banking

Referrals increase your chances of interviewing at Webster Bank by 2x

Inferred from the description for this job

401(k)

Vision insurance

Medical insurance

Paid maternity leave

Tuition assistance

Paid paternity leave

Get notified when a new job is posted.

Sign in to set job alerts for Relationship Manager roles.

Cincinnati, OH $80,000.00-$155,000.00 1 day ago

Client Manager, Customer Success & Insights

Cincinnati, OH $76,500.00-$92,000.00 2 weeks ago

Customer Relationship Management (CRM) Manager

Columbus, OH $70,000.00-$100,000.00 1 week ago

Cleveland, OH $60,000.00-$80,000.00 4 days ago

REMOTE - Commercial Lines Account Manager (Must live in MA or RI)

Cleveland, OH $60,000.00-$80,000.00 1 week ago

REMOTE - Commercial Lines Account Manager (Must live in MA or RI)

Columbus, OH $60,000.00-$80,000.00 22 hours ago

Account Executive-MHS (Southern OH Region)

Strategic Account Executive - Consumer Packaged Goods (CPG)

Cincinnati, OH $133,000.00-$239,800.00 2 weeks ago

Major & Strategic Account Executive - Hospital Software Solution Sales *Remote*

Columbus, OH $95,560.00-$133,750.00 6 hours ago

Columbus, OH $150,000.00-$160,000.00 4 weeks ago

Enterprise Account Executive - Great Lakes + Ohio Valley

Ohio, United States $210,500.00-$495,000.00 3 weeks ago

Mid-Market Account Executive (Restaurant Technology)

Columbus, OH $100,000.00-$290,000.00 2 weeks ago

Cleveland, OH $50,000.00-$55,000.00 1 month ago

B2B Media - Customer Success & Growth Manager

Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.