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Senior Account Manager

Role overview

Qualifications

  • Four-year college degree, preferably in business, finance, or equivalent
  • Two-plus years of vendor, end-user leasing, or equivalent sales experience
  • Proven track record and demonstrated expertise in Navitas’s target markets
  • Strong written and oral communication skills

Responsibilities

  • Identify and qualify vendor, Mfg’s and end-user customers that fit Navitas’s objectives
  • Manage the origination and transaction closing process with customer, vendor, and captive/referral source programs
  • Manage relationships with referral sources by providing training, support and follow-up
  • Attend industry trade shows, develop and cold call customer lists

Key facts

Other skills

  • Negotiation
  • Communication
  • Teamwork
  • Problem Solving
  • Time Management

About the company

United Community logo

United Community

Banking

Since 1950, United Community has been driven to provide best-in-class service as we work to improve the financial well-being of the people and communities we serve. As a top 100 U.S. financial institution, we offer comprehensive banking, wealth management, and mortgage services, serving clients across the Southeast with more than 200 locations throughout Alabama, Georgia, North Carolina, South Carolina, Tennessee, and Florida. Our commitment to service has earned us numerous accolades, including ten J.D. Power awards for #1 in customer satisfaction in the Southeast, and consistent recognition from Forbes, including multiple appearances on their lists of World's Best Banks and America's Best Banks. We were also recognized by Newsweek as one of America's Most Trusted Companies and are a multi-year recipient of American Banker's "Best Banks to Work For" award. We are an Equal Housing Lender and Member FDIC. For a better banking experience, visit your local United Community branch today. For more information about our products and services, please visit ucbi.com.

Company details

IndustryBanking
Company size1001 - 5000

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Job description

Overview:

The Senior Account Manager is primarily responsible for originating and executing transactions in specific regions, industry segments, and origination channels (primarily vendor-driven).

What You’ll Do:
  • Identify and qualify vendor, Mfg’s and end-user customers that fit Navitas’s objectives with respect to volume, application quality and pricing.
  • Create and present vendor and customer quotes.
  • Manage the origination and transaction closing process with customer, vendor, and captive/referral source programs.
  • Manage relationships with referral sources by providing training, support and follow-up in order to enhance and grow the business relationship with Navitas.
  • Disseminate internally market and competitive information relating to credit, rate, structure and performance trends in target markets.
  • Collect, organize and submit internally customer and vendor due diligence information; participate in credit committee as requested and attend various departmental meetings.
  • Provide Supervisor with weekly prospect and origination reports.
  • Attend industry trade shows, develop and cold call customer lists, research through Internet and various media.
  • Assist in maintaining and expanding the existing customer database.
  • Monitor accounts to ensure continuing customer satisfaction.
  • Aid in customer care and collection activities as requested.
  • Heavy phone communication and some travel is required.
Requirements For Success:
  • Four-year college degree, preferably in business, finance, or equivalent.
  • Two-plus years of vendor, end-user leasing, or equivalent sales experience.
  • Proven track record and demonstrated expertise in Navitas’s target markets.
  • Flexibility to work effectively both individually and as part of a team.
  • Ability to establish and maintain professional relationships externally with vendors, referral sources, and customers as well as with all other Departments.
  • Ability to identify, develop prospects and gain access to decision makers.
  • Skilled as assessing competitive and financial strength of vendors, referral sources, and customers.
  • Solid understanding of equipment finance process and procedures, including credit, pricing, yield calculations, and collections.
  • Ability to successfully manage multiple tasks and relationships.
  • Ability to make multiple sales calls and comfortably propose our products to new customers.
  • Commitment to forge ahead when faced with rejection.
  • Experience and willingness in working with delinquent customers and help resolve customer service issues.
  • Persuasive negotiation skills to finalize and close transactions.
  • Strong written and oral communication skills.
  • Strong presentation skills utilizing PowerPoint and other presentation programs.
  • Computer literate in standard office applications.
  • Experienced user of software for CRM (Salesforce.com a plus), workflow management (Leaseworks a plus) and database management.
  • Able to rapidly learn custom-designed tools such as Internet-based application entry and field quoting tools.
  • Skilled with calculator to compute yields and rate factors.
Conditions of Employment:

Conditions of Employment:

  • Must be able to pass a background & credit check
  • This is a full-time, non-remote position.

FLSA Status: Exempt

 

Ready to take your career to the next level? Apply now and become a vital part of our team!

 

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.

 

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

 

Pay Range: USD $0.00 - USD $0.00 /Yr.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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