Bank of the West Equipment Finance - Account Manager in San Francisco, California

Equipment Finance - Account Manager


At Bank of the West the customer is at the core of everything we do, and we take a real and human approach to banking. Our brand personality is reflective of modern Western values: open, straightforward, entrepreneurial, optimistic and innovative. We seek to create a corporate culture that fosters and rewards excellence, encourages creative thinking and respects diversity.

Bank of the West is a fast-growth, super-regional bank owned by BNP Paribas (BNPP), a top 6 global financial services institution with $2.5 trillion in assets and offices in 80 countries. We are a strong, well-capitalized and prudently managed FDIC-insured bank. Through holding company BancWest Corporation, the bank is a subsidiary of BNP Paribas, one of the six highest rated banks globally. Diverse business lines include Commercial Banking, Retail Banking, National Finance, and Wealth Management.

Our Commercial Banking Group (CBG) meets the rapidly changing needs of growing businesses. With BNP Paribas as our parent, CBG has the advantage of being big and small, global and local concurrently. We were recently voted Best Commercial Bank in the Western United States by World Finance Magazine.

The Equipment Finance Division (EFD) includes:

  • Vendor Equipment Finance

  • Direct Equipment Finance

  • Indirect Equipment Finance

This position offers a base salary of 50,000 plus monthly commissions

Position Summary - EFD Account Manager – Vendor Finance Group (Inside Sales)

Within the Equipment Finance Division - Vendor Finance Group, we are currently seeking a qualified, motivated individual to expand and maintain our market presence. This person will represent products to equipment dealers and end users in our core segments. He or she will:

  • Develop relationships with our dealer network and business partners

  • Provide support to Program and Regional Sales Managers facilitating transactions and growth opportunities in both Volume and NPV

  • Assist pursuit of ongoing opportunities in the vendor finance arena

  • Complement the overall management of assigned accounts and territory

  • Assist with transactions as directed by the Inside Sales Manager

  • Negotiate lease pricing and structures that are within bank guidelines

  • Make outbound calls to targeted vendors and develop business relationships

  • Prepare and present thorough and clear credit packages for approval

  • Evaluate and assemble financial statements for presentation to the Credit Department

  • Represent interests in scrutinizing lower tier vendors or customers

  • Assist in entering credit applications and customer data as necessary

  • Identify industry marketing trends and make recommendations for action

  • LI-AS1



  • Bachelor’s Degree in Business or Finance

  • Will also consider equivalent combination of training and experience

Required Experience

  • Sales Experience preferred

  • Basic understanding of leasing and financial lending; esp. concepts of loans and loan origination

  • Able to review financial statements and tax returns

  • Top tier customer service skills

  • Strong organizational and follow-up skills

  • Interpersonal skills and strong collaborator

  • Good business writing and grammar

  • Comfortable working with myriad personalities, at all departmental levels

  • Able to work with internal customers including credit, contract administration, customer service etc.

  • Professional attitude, strong business ethics, self-motivated

  • Administrative/Technical Skills- Able to work independently toward clear objectives and goals

  • Prioritizes tasks while keeping focused on goals and timelines

  • Strong multi-tasking ability

  • Develops good working partnerships and a teamwork approach with other Departments

  • Advanced Excel skills

Leadership Competencies/ Personal Attributes:

  • Strong communication skills

  • Strong execution

  • Strong decision making and analysis

  • Adaptable and Optimistic

  • Responds competently to work challenges

  • Personal Ownership; Meets objectives, gets the job done

  • Organized, detail oriented and productive

  • Seeks knowledge, ideas and feedback in order to improve effectiveness

  • Holds self-accountable for following policies, guidelines, and procedures

Industry Expertise:

Preferred industry background includes: Equipment Finance, Vendor Leasing, Underwriting, Leasing, Banking (including Commercial and Retail banking), and Business Lending

Level Supervised

Individual Contributor

Physical Requirements

  • Frequent walking and standing is required.

  • Occasional travel may be required to attend trade shows and visit customers.


  • The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

  • 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-California-San Francisco

Requisition ID: 038250