Bank of the West Military and Veterans Banking Jobs

Job Information

Bank of the West Account Manager in Tempe, Arizona

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

Expand and maintain presence in our core

vertical markets. Represent products to the equipment dealers/resellers and end

users in our core segments. Work independently of the National Accounts

Manager's (NAM) to develop relationships with dealers/resellers to be managed

with minimal support. Provide support to National Account Managers to

facilitate growth opportunities in new business production and margin. Assist

in the pursuit of ongoing opportunities to hone sales and marketing skills in

the vendor-leasing arena. Complement the overall management of the accounts and

overall territory. Assist with the validation of compliance items in connection

with incoming credit apps.

Essential Job Functions

  • Make outbound calls to assigned dealers/resellers topull in new credit applications.

  • Assist with any transactions as directed by theNational Account Manager.

  • Take inbound calls from dealers/resellers to assistwith questions and new credit applications.

  • Obtain required information and financial disclosure onall credit applications including answers to Credit’s follow up questions.

  • Act as liaison between Equipment Finance Division (EFD)Credit and dealer/reseller to assist with negotiating acceptable transactionsstructures.

  • Assist with clearing any pre and post credit requiredcompliance items.

  • Following credit approval, create documentationrequests on front end system.

  • Assist dealer/reseller and end user customers withreviewing and executing transaction documentation.

OtherJob Duties

  • Assist dealer/reseller with pricing and quoting.

  • Answer dealer/reseller questions on EFD’s external appentry and pricing portal.

  • Act as back up for National Account Managers when theyare not available.

  • Monitor dealer/reseller feedback and report to NationalAccount Manager and Program Managers to identify opportunities for servicelevel improvement and increased financing penetration.

  • Occasionally participate in trade shows.

  • Cultivate strong relationships with manufacturer salesstaff.

  • Performs other duties as assigned.



  • Requires Bachelor’s Degree in Business or Financeand/or equivalent experience

  • Requires 3 years minimum prior relevant experience asSales Associate in equipment sales or leasing.

  • This position is required to be in San Francisco, CA or Tempe, AZ

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

Other Locations: United States-Arizona-Tempe

Requisition ID: 048929