Overview
First Citizens Equipment Finance is a full-service, vendor-centric lending/leasing business unit. FCB EF provides a wide array of lending and leasing products/solutions to customers ranging in size from small/medium businesses to enterprise entities through its affiliation/alignment with OEM equipment vendors, their distributors, resellers, and dealers.
This position is responsible for managing a team of sales professionals with a focus on driving end-user customer engagement, discovering and managing future cap-ex funding requirements, refinance opportunities, new working capital loan products and general bank products.
Responsibilities
- Responsible for managing a team of sales professionals with a focus on driving customer engagement, discovering and managing future cap-ex funding requirements, refinance opportunities, new working capital loan products, general bank products
- Facilitate Sales Representative Account Activity by managing lead distribution, account call reviews, and customer distribution, Portfolio targeting
- Manage teams KPI's including monthly funded volume, pricing, conversions, pipeline management and sales team development
- Provide tactical/ coaching support in employee level meetings on a daily/weekly basis
- Manage Rep Level performance management to target production standards
- Provide training on the CRM / Salesforce.com and basic utilization and navigation
- Coach sales team to exceed sales goals
- Collaborate with management team to execute the vertical's strategic initiatives
- Lead by example with passion, effort and positivity.
- Be a steward of the FCB true north and treat our customers and their transactions with respect, care and diligence
Qualifications
Basic Qualifications:
Bachelor''s Degree and 4 years of experience in Financial Services
High School Diploma or GED and 8 years of experience in Financial Services
Required Experience:
- 4 years in a prior sales role- prior leadership experience preferred
- Strong written and verbal communication skills with an ability to communicate effectively across business levels
- Strong Customer Service skills with exceptional attention to detail
- Salesforce / CRM experience
- Strong influencing and negotiation skills
- Client-focused, proactive, and results-oriented.
- Proficient with Microsoft Office Suite; Excel, PowerPoint, Word
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
Basic Qualifications:
Bachelor''s Degree and 4 years of experience in Financial Services
High School Diploma or GED and 8 years of experience in Financial Services
Required Experience:
- 4 years in a prior sales role- prior leadership experience preferred
- Strong written and verbal communication skills with an ability to communicate effectively across business levels
- Strong Customer Service skills with exceptional attention to detail
- Salesforce / CRM experience
- Strong influencing and negotiation skills
- Client-focused, proactive, and results-oriented.
- Proficient with Microsoft Office Suite; Excel, PowerPoint, Word
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.