Bank of the West Equipment Finance Customer Service Supervisor in Tempe, Arizona

Equipment Finance Customer Service Supervisor


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

Coordinates and manages the diverse operating activities of the Equipment Finance Divison Customer Service Department. Strives to ensure professional, friendly, and efficient service to our customers within six or more distinct portfolios. Responds to internal questions and requests from internal bank departments. Maintains and creates unique products and procedures for growing portfolios.

Essential Job Functions

  • Performs buyout calculations on multiple portfolios which have their own unique requirements. Identifies if and why a loss is occurring and how to resolve the loss if possible.

  • Manages End of Term activities on multiple portfolios, approving all disposals before submission to accounting, terminating UCC’s when required, issuance of Bill of Sales, or release of Titles.

  • Manages insurance tracking on multiple portfolios with differing requirements, including follow-up on expired and or cancelled certificates, processing of claims, which includes interfacing with insurance companies and their agents.

  • Manages UCC tracking for multiple portfolios. Tracking includes continuations, terminations, and amendments.

  • Manages Title paperwork, when to release and how to release.

  • Responds to questions involving property taxes and sales tax on multiple portfolios.

  • Manages or conducts on-the-job training and cross-training for employees to maximize effectiveness and efficiencies in performance of job duties and for compliance with the bank’s policy. Assures that the staff is provided with adequate product knowledge of all Bank services and procedures. This allows the staff to address most customer questions.

  • Monitors daily work assignments and adjusts staffing as needed to meet deadlines.

Other Job Duties

  • Implements operating procedures and ensures that procedures are updated and followed in accordance with bank policy, portfolio requirements, and internal requirements.

  • Reviews and approves non-monetary, monetary contract changes, misapplied payments, dispositions, and refunds.

  • Ensures that the staff provides courteous responses to customers, helping to answer their questions or concerns quickly and accurately.

  • Resolves personnel problems regarding work performance or interpersonal relations at work.

  • Enforces dual and single custody procedures to avoid loss exposure.

  • Performs other duties as assigned



Required Experience

  • Associates Degree

  • A minimum of 7 years experience managing an inbound calling team

  • Responsible for handling customer call volume and inquiries, including: General inquiry, payment status, buyout quote, insurance status/claim, tax questions, complaints, etc

  • Also direct liaison with other servicing units in Equipment Finance Division

  • Experience managing work schedules

  • Experience coaching and process execution

  • Experience working off of call system and 1-800 directory


  • Good knowledge of policies, procedures and processes of customer service operations.

  • Working knowledge of lease documents, familiarity with UCC filings, understanding of assignments, and other general business law topics.

  • Ability to effectively communicate with people at all levels.

  • Ability to address any difficult customer in a professional manner, help resolve most issues, and address any complaints.

  • Ability to share all knowledge and or experience when new programs are introduced into the bank.

  • Excellent customer service skills.

  • Computer skills in Word and Excel.

  • Excellent verbal and written communications skills.

  • Commitment to excellence and high standards.

  • Strong planning and organizational skills.

  • Bank product and service knowledge.

  • Compose letters/memorandum.

  • Coordinates meetings.

  • Bilingual skills a plus, but not required.

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: Business / Commercial Banking

Location: United States-Arizona-Tempe

Requisition ID: 038706