Equipment Finance Sales
Equipment Finance Sales
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Job Description
COMPANY BACKGROUND
Overview
Scale Bank formerly known as Fidelity Bank is a locally owned bank that has served a community of business owners for more than 50 years. Located in Edina MN Scale Bank is focused on our clients vision of success and how we can help them achieve it. The bank has a legacy of stability growth and superior financial performance with over $500 million in assets
Led by a strong and tenured leadership team and a private ownership group the bank offers a diverse portfolio of services that is unique for a commercial community bank. In addition to offering traditional business lending and banking services our business lines include equipment financing and two national lines mortgage warehouse funding and accounts receivable financing.
This is an exciting time for our dedicated team that is working in concert to elevate the bank to a level unrivaled by other community business banks. With a focus on growth and whiteglove service the bank is investing in continuous improvement to align our services and products with the needs of our clients.
Core Focus
- Purpose: Helping business owners overcome challenges grow and succeed. We are not just bankers; we are business experts and advocates for our clients. We take a genuine interest in our clients business work to understand their goals and provide solutions for their business needs. Clients have access to decisionmakers and receive quick responses to their requests along with proactive advice.
- What We Do: Provide creative simple quick and flexible banking solutions and add real value to relationships.
- How We Do It: Listen intently. Assess thoroughly. Anticipate needs. Solve creatively.
Workplace Philosophy
The average employee tenure is 11 years which is evidence of our workplace philosophy: We believe our culture of longterm employees is a fundamental core competency driving our outstanding business results. It is our desire to foster longterm relationships with our employees and ultimately our customers by attracting and retaining the best employees.
Core Values
- Creativity: Getting to Yes. Problemsolving. Being curious. Adding value to relationships.
- Teamwork: Being humble. Being hungry. Being people smart. Winning together by respecting different viewpoints sharing ideas and combining skills.
- Excellence: Continuous improvement. Exceeding high expectations by delivering a Next Level Experience.
- Integrity: Doing what is right. Being transparent. Being honest.
POSITION BACKGROUND
Scale Bank is excited to expand its team with the addition of an Equipment Finance Sales Representative. This is a terrific opportunity if you want to be an integral part of building the banks book of business while having an opportunity to grow in your career. You will get exposure to all areas of the bank with key departments operating on a national playing field. To ensure your success you will have a formal onboarding program ongoing mentorship and access to additional training. How will you know you are succeeding once onboarded You will be building strong relationships with commercial lenders following your lead generation process achieving your key metrics that lead to opportunity flow and building credibility with your team.
POSITION OVERVIEW
Generating high quality equipment finance loan and lease assets (65% of your time)
- Generate leads and build relationships by organizing daily work schedule to call on existing and potential customers.
- Meet and exceed monthly and annual sales goals and performance metrics by successfully implementing sales and marketing strategies and tactics.
- Identify prospects set appointments make effective qualifying sales calls and manage the sales cycle to close new equipment finance opportunities.
- Develop and maintain a robust network of highcaliber industry professionals by implementing strategic plans designed to strengthen and cultivate relationships with key referral sources
- Develop and maintain strong relationships with commercial lenders to drive equipment financing opportunities.
- Provide regular product training and market updates for the commercial lenders to improve their equipment finance cross sell efforts.
- Present and sell equipment financing solutions to customers ensuring that they understand the benefits and terms of the financing option(s).
- Work closely with the credit and underwriting teams to ensure that financing applications are processed efficiently and accurately.
- Attend industry association and professional organization events to grow the banks market presence.
- Keep up to date with industry trends and market conditions to identify new business opportunities.
Managing growing and retaining customer relationships (25% of your time)
- Create and maintain a positive customer experience to deepen relationships develop loyalty and increase opportunities.
- Identify opportunities to grow equipment finance customers into full commercial customers of the Bank.
- Collaborate with commercial lenders to deepen customer relationships and increase lending opportunities.
Ensuring a positive customer experience (10% of your time)
- Utilize a consultative selling and trusted advisor sales approach to serve prospects and customers.
- Cultivate multiple relationship connections within the bank to strengthen bonds to increase customer retention.
- Work with other internal resources to ensure efficient positive experiences minimize frustrations and rapidly troubleshoot problems that may arise.
TECHNOLOGY USED IN YOUR ROLE
- MS Office Excel Teams Outlook PowerPoint
- Salesforce Enterprise
- DocuSign
- ZoomInfo or similar tool
LOCATION
7600 Parklawn Avenue Edina MN 55435
HOURS
8 am to 5 pm
As you get acclimated to the team and Scale Banks systems you will spend time onsite. Once you are ramped up you will have the opportunity to work a hybrid schedule (2 days/week at home).
TRAVEL
Minimal (less than 5%)
BACKGROUND & CREDIT CHECK
A full credit and background check will be performed should you accept an offer. The offer will be contingent on successfully passing these checks.
Search Led by Henderson Search and Consulting Company
All applicants will be vetted through Henderson Search
Derek Dissell Senior Recruiter
Jennifer Henderson President & Owner
DESIRED EXPERIENCE & EDUCATION
- BS/BA or equivalent
- 3 years of experience in sales preferred within the equipment finance industry a plus
- Formal credit training a plus
REQUIRED TRAITS & SKILLS
- Orientation toward internal and external customer care and providing an exceptional experience
- Able to organize work be disciplined in accomplishing tasks and to persevere in the face of difficulty
- Able to generate and close new equipment finance loans/leases
- Able to quickly establish trust and nurture/cultivate longterm relationships
- Strong communication and negotiation skills
- Able to work independently and as part of a team
- Energetic curious motivated proactive and humble
Employment Type
Full-Time
