The bank for a changing world

We are looking for

Regional Account Manager

Apply REF: 046942
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.

Job Description Summary

Provide front line field based sales of finance products for a global technology manufacturer and its reseller channel. Develop and maintain relationships with the manufacturer’s direct sales teams and resellers in an assigned geographic territory. Handle all aspects of sellers’ and end user customer interaction in the field including negotiate lease terms, pricing and facilitate the necessary credit information to underwrite transactions. Participates in planning for business segment and strategic programs. Responsible for monthly/annual new business production and margin budget for assigned territory. Work within designated market segments and provide the necessary expertise to protect assets from potential fraud and credit loss.

Essential Job Functions

  • Market EFD Vendor Finance equipment finance and leasing products and services to the manufacturer’s direct sales teams and resellers in an assigned geographic territory.
  • Establish in-person marketing calls with direct and reseller sales teams in assigned territory. Expected to visit all assigned dealers and resellers multiple times each year.
  • Make presentations to sales teams and end users to support manufacturer programs and financing promotions.
  • Develop and nurture manufacturer and reseller relationships to continuously improve financing penetration through superior service levels.
  • Work with manufacturer, resellers and end users on new credit applications to obtain required underwriting information for new business development.
  • Mediate transaction structuring between end user, manufacturer, reseller, and EFD Credit to maximize credit approvals.
  • Support and collaborate with internal EFD partners/stakeholders throughout the entire transaction process. This process includes, but is not limited to, timely credit approvals, accurate documentation generation, booking, funding and adherence to compliance protocols.
  • Interacting with end user C-Level executives while in complex, dynamic  and highly competitive sales campaigns


Other Job Duties

  • Participate in manufacturer and reseller sales activities and meetings.
  • Assist as necessary in the processing of transactions through the funding process.
  • Ability to use equipment finance and leasing software.
  • Ability to accurately forecast monthly new business volume in assigned territory.
  • Familiarity with equipment finance and leasing credit underwriting methods including scorecard driven and financial statement driven methodologies.
  • Required to participate in manufacturer strategy planning and execution for assigned territory.
  • Required to participate in annual budgeting and forecasting with respect to assigned territory.
  • Performs other duties as assigned.

Required Qualifications

  • Bachelor's Degree Business and or equivalent work experience
  • Minimum 7-10 years of technology/finance focused sales experience with demonstrated success achieving sales objectives.
  • Vendor relationship and sales territory management experience
  • Expert in transaction management, negotiations, structuring, pricing, and closure
  • Established business development, pipeline management,  and forecasting skills
  • Proven ability to work collaboratively and productively within a cross-functional team.
  • Strategic thinker with proven ability to establish goals and meet them.
  • Demonstrated ability to balance multiple competing priorities.
  • Sense of urgency combined with strong collaboration and teamwork abilities
  • Strong verbal and written communication skills.

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.

Primary Location: United States-North Carolina-General NCJob Type: Full-timeJob: Sales and Sales Related