Bank of the West Veterans

Job Information

Bank of the West Regional Account Manager in Raleigh, North Carolina

Regional Account Manager


At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people’s lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, we’re a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth.

JobDescription Summary

Provide front line field based sales of finance

products for a global technology manufacturer and its reseller channel. Develop

and maintain relationships with the manufacturer’s direct sales teams and

resellers in an assigned geographic territory. Handle all aspects of sellers’ and

end user customer interaction in the field including negotiate lease terms,

pricing and facilitate the necessary credit information to underwrite

transactions. Participates in planning for business segment and strategic

programs. Responsible for monthly/annual new business production and margin

budget for assigned territory. Work within designated market segments and

provide the necessary expertise to protect assets from potential fraud and

credit loss.

Essential Job Functions

  • MarketEFD Vendor Finance equipment finance and leasing products and services to the manufacturer’s direct sales teams andresellers in an assigned geographic territory.

  • Establishin-person marketing calls with direct and reseller sales teams in assignedterritory. Expected to visit all assigned dealers and resellers multipletimes each year.

  • Makepresentations to sales teams and end users to support manufacturerprograms and financing promotions.

  • Developand nurture manufacturer and reseller relationships to continuouslyimprove financing penetration through superior service levels.

  • Workwith manufacturer, resellers and end users on new credit applications toobtain required underwriting information for new business development.

  • Mediatetransaction structuring between end user, manufacturer, reseller, and EFDCredit to maximize credit approvals.

  • Supportand collaborate with internal EFD partners/stakeholders throughout theentire transaction process. This process includes, but is not limited to, timelycredit approvals, accurate documentation generation, booking, funding andadherence to compliance protocols.

  • Interactingwith end user C-Level executives while in complex, dynamicand highly competitive sales campaigns

OtherJob Duties

  • Participate inmanufacturer and reseller sales activities and meetings.

  • Assistas necessary in the processing of transactions through the fundingprocess.

  • Abilityto use equipment finance and leasing software.

  • Abilityto accurately forecast monthly new business volume in assigned territory.

  • Familiaritywith equipment finance and leasing credit underwriting methods includingscorecard driven and financial statement driven methodologies.

  • Requiredto participate in manufacturer strategy planning and execution forassigned territory.

  • Requiredto participate in annual budgeting and forecasting with respect toassigned territory.

  • Performsother duties as assigned.



  • Bachelor's Degree Business andor equivalent work experience

  • Minimum 7-10 years oftechnology/finance focused sales experience with demonstrated successachieving sales objectives.

  • Vendor relationship and salesterritory management experience

  • Expert in transactionmanagement, negotiations, structuring, pricing, and closure

  • Established businessdevelopment, pipeline management, and forecasting skills

  • Proven ability to workcollaboratively and productively within a cross-functional team.

  • Strategic thinker with provenability to establish goals and meet them.

  • Demonstrated ability to balancemultiple competing priorities.

  • Sense of urgency combined withstrong collaboration and teamwork abilities

  • Strong verbal and writtencommunication skills.

Equal Employment Opportunity Policy

Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.

Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.


Job: Sales and Sales Related

Location: United States-North Carolina-General NC

Requisition ID: 046942