Commercial Account Executive - Equipment Finance (Apex)

Job Duties And Responsibilities

• Generate sales opportunities by leveraging lead lists, individual networks, and organic calling activities.
• Work with Chief Lending Officer to monitor vendor performance on a monthly, quarterly, and annual basis.
• Collaborate with Chief Lending Officer and Marketing to create promotions suited for vendors and customers based on industry trends.
• Process customer applications in accordance with company guidelines.
• Cook with vendors and customers to obtain necessary financial and ancillary information when required.
• EFFECTIVELY work across departments to ensure a seamless customer and vendor experience.

Other Job Duties And Responsibilities

• Provide timely and consistent communication to customers and vendors.
• Monitor and respond to incoming calls and general sales inbox inquiries.
• Attending industry trade shows, conferences, and meetings.
• Maintain company database with accurate and relevant information.
• Completing administrative tasks including but not limited to Faxing, Scanning, Mailing, and Filing.

Physical And Sensory Requirements

• Prolonged periods sitting at a desk and working on a computer.
• Traveling to industry tradeshows and company events.
• Potential On-the-job-risks: None identified.

Education, Training And Experience

• BS or BA Preferred in Finance, Business, or related field.
• Minimum of 3 years of experience in finance, business, or related industry.
• Self-motivated with strong written, organization, time management, and communication skills.
• Basic ability of operating computer (PC) is necessary including Work, Excel, and PowerPoint.
• Ability to learn various company software platforms and CRM systems.
• Comfort level of interpreting financial data from company reports.

Firstrust Bank

• Provides equal employment opportunity without regard to race, color, creed, sex (including pregnancy), age, gender, (including gender nonconformity and status as a transgender or transsexual individual), physical or mental disability, religion, national origin, genetics, marital status, veteran’s status, ancestry, citizenship, sexual orientation, or other characteristics protected by applicable law.
• Equal Opportunity Employer.