Direct Sales Representative, Sr. (Banking) develops new business prospects in specific geographic areas through cold calls. Interacts with existing customers to increase sales of the bank's products and services. Being a Direct Sales Representative, Sr. (Banking) requires a high school diploma or equivalent. Typically reports to a manager or head of a unit/department. The Direct Sales Representative, Sr. (Banking) works independently within established procedures associated with the specific job function. Has gained proficiency in multiple competencies relevant to the job. To be a Direct Sales Representative, Sr. (Banking) typically requires 3-5 years of related experience. (Copyright 2024 Salary.com)
The Sr. Sales Representative of the Equipment Finance Division is responsible for all aspects of Source and Vendor Development and generation of originations and revenue. The Sr. Sales Representative is responsible for developing third party origination sources with vendors, dealers, brokers, banks and primarily end user direct customer relationships nationwide.
Achieve established goals through people and processes by bridging strategic objectives to behaviors and deliverables. Be an active participant in a motivated and diverse team environment. Positioning for success by establishing clear objectives to achieve established goals. Support the growth and development of their respective clientele, while ensuring consistency in delivering Exceptional Service and Sensible Advice.
Individual performance, sales growth, customer satisfaction and operational integrity through performance management, key partnerships, planning and execution.
Division Overview
The Equipment Finance (EF) Division is responsible for providing creative capital solutions for equipment acquisitions and leases to small and medium sized businesses through various referral channels to include OEM, dealers, vendors, distributors, brokers and captives. The Equipment Finance Division also works closely with other bank divisions, in a team/cross selling capacity to deliver first in class solutions to the banks clients while enhancing the banks brand and providing shareholder value.
Principal AccountabilitiesThis position is accountable for Equipment Finance Growth, Asset Quality and Market Expansion. Ensure proper maintenance of internal controls through a strong risk management focus. Represent the Bank to both internal and external customers in a courteous, professional manner in face-to-face, electronic and telephone communications. Accountable for adherence to regulatory compliance standards including Bank Secrecy Act (BSA), company policies and procedures, as well as the quality and timeliness of departmental activities. Actively protect confidentiality of customer and account information. Demonstrate Horizon Bank's commitment to the communities and industries we serve through active involvement in local organizations and events, upholding Horizon values throughout the market. Accountable for appropriate yield, spread and risk-based pricing goals.
DutiesSales and Marketing:
Learning & Development:
Enterprise Risk Management ("ERM"):
|
|
|
|
|
|
Physical Requirements
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions in compliance with the Americans with Disabilities Act (ADA)
Physical Demand: |
Percentage of Time: |
Communicate with advisors, customers, vendors and managers regarding banking transactions and issues. Able to exchange accurate information with others. |
90-100% |
Able to verify authenticity of financial instruments, forms, documents and signatures. Able to verify identity of customers, vendors and service providers. Able to observe actions of others to ensure safety and security of the facility. |
90-100% |
Able to grasp, move and sort forms and papers. |
90-100% |
Constantly operate a computer and other office machinery such as calculator, copy machine, fax machine, scanner, printer and telephone |
90-100% |
Able to remain stationary at a desk for long periods of time. |
75-100% |
Regularly move about the office to access file cabinets, storage drawers and various office equipment |
75-100% |
Occasionally position self to reach heights between floor and 6.' |
<25% |
Regularly travel to other locations such as customer office, restaurant or other Horizon locations to meet with customer. Some overnight travel may be required. |
50-75% |
Horizon Bank is a proud Equal Opportunity Employer | Disability | Veteran Employer.
0 Direct Sales Representative, Sr. (Banking) jobs found in Gary, IN area