Bank of the West Sr. Equipment Finance Inside Sales, Manager in San Francisco, California
Sr. Equipment Finance Inside Sales, Manager
What sets Bank of the West apart from other banks is our team members–they embody the optimistic spirit of the West. There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of our Bank. They reflect our modern western values—straightforward, entrepreneurial and optimistic. We seek to create a corporate culture that fosters and rewards excellence, encourages creative thinking and respects diversity – an environment where team members are engaged, supportive of one another and enthusiastic about serving our customers. Bank of the West offers the stability of a company that has a 135 year history and is part of BNP Paribas, a European leader in global banking and financial services and one of the 6 strongest banks in the world. We offer opportunities across our diverse business lines – Retail Banking, Commercial Banking, National Finance, and Wealth Management.
Job Description Summary
General: Primarily responsible for overseeing the Inside Sales department within the Vendor business group of the Equipment Finance Division, while developing and improving policies and procedures to properly support high production volume.
Essential Job Functions
Manage Inside Sales personnel and supervise functional responsibilities of staff.
Interact with other department managers (Credit, Contract Administration, etc.) to ensure strong efficiency and accuracy in processing transactions throughout the workflow.
Document business procedures and review regularly to maintain compliance.
Assist with the development and implementation of new programs to establish clear processes. Produce utilization analysis reports to optimally allocate resources.
Act as escalation point for appeals of credit decisions and negotiations of counter-offers.
Communicate with external dealers, customers, or program partners as necessary to cultivate relationships with the Inside Sales group
Ensure inside sales business process follows all compliance requirements including AML/BSA
Consistently monitor workflow and ensure service level requirements with respect to app entry, credit decision-making and documentation preparation are met or exceeded.
Other Job Duties
- Performs other duties as assigned.
Requires broad management knowledge to lead project teams in one department.
Typically has mastery level knowledge and skills within a specific technical or professional discipline with broad understanding of other areas within the job function.
Requires 10-12 years minimum prior relevant experience.
- Bachelor's Degree Business Administration, Accounting or Finance
Field of Experience - Leadership of a business team in a large multi-faceted financial services organization, i.e. strategic planning, team building, coaching and collaboration, decision making, communicating, and leading by example.
Strong sales and customer service skills.
Highly analytical skillset with financial statement knowledge.
Excellent understanding of equipment leasing and vendor finance marketplace.
Personal computer skills in MS Excel, MS PowerPoint, and MS Word .
Administrative/Technical Skills - Ability to work in a cross-functional, collaborative team environment with various department managers in areas of EFD and Bank of the West.
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-California-San Francisco
Requisition ID: 037436