Finance Sales Officer III
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Job Description
Equipment Finance Sales Officer creating marketing plans and securing finance deals at TD Bank. Responsible for developing new equipment finance business through prospecting and maintaining networks.
Responsibilities:
- Creating and executing a marketing plan to achieve specific target volume objectives
- Developing new equipment finance business via internal and external sources
- Achieving a determined percentage of sales volume from direct prospecting
- Maintaining an internal referral network and working from a prospect list
- Gathering prospect financial and general business information
- Providing support and assistance to credit decision process
- Communicating with prospects to close sales
- Identifying, structuring, and closing leases and other equipment finance transactions
- Developing new leasing business independently
- Marketing the Leasing products internally to Bank lenders and other TD Bank product partners
Requirements:
- 4 year Degree or equivalent experience
- 7-10+ years of related EF experience
- In-depth understanding of leasing business development techniques
- Proven business development track record of outperforming goals
- Ability to conceptualize and implement effective new business strategies
- Extensive network of outside referral sources for new business
- Very strong credit and financial analysis skills
- Strong negotiation skills
- Excellent communication skills, both verbal and written
- Previous experience with lease pricing software
- Strong knowledge of factors affecting Tax Leases
- Strong knowledge of off balance sheet lease accounting
Benefits:
- Health and well-being benefits
- Savings and retirement programs
- Paid time off (including Vacation PTO, Flex PTO, and Holiday PTO)
- Banking benefits and discounts
- Career development opportunities
- Training and onboarding sessions
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