Equipment Finance Relationship Manager, VP

Equipment Finance Relationship Manager, VP

Department: Commercial Banking

Location: Pittsburgh, PA

Job Title: Equipment Finance Relationship Manager, VP

Department: Commercial Banking

Location: Pittsburgh, PA

Summary of the Position:

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.

Primary Functions of the Position:

• 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 $25MM+

• 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

Education and Experience Requirements:

• Bachelor's Degree in a Finance-related field, or equivalent combination of education and related training

• Minimum 10 years of combined experience in finance or corporate sales; experience in the Equipment Finance banking market preferred

Essential Skills and Abilities:

• 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

• Excellent interpersonal, analytical, and organizational skills

• Excellent verbal and written communication skills

• Willingness and ability to travel, occasionally overnight

• Highly energetic with a strong desire to succeed in adverse situations

• Possess an innovative, courageous approach to problem-solving and market analysis

• Possess a high standard of personal accountability in meeting assigned sales objectives

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TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

TriState Capital Bank is an Equal Opportunity Employer.