Sr. Lead Business Development Officer, Vendor Finance-(065903)

Description

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.

Job Description Summary

Expert in identification and development of strategic equipment manufacturer finance programs. Establishes strategic development plan for target manufacturer prospects and is responsible for implementing the development plan.

Manufacturer programs can be large complex relationships that are highly competitive to capture and can involve working with multiple areas of EFD and other areas of the Bank to establish specific processes and system enhancements to support the program.

Frequently communicates with executives at target prospects and within the Bank. Must be very comfortable working with executives in the context of a complex sales process.

Is an expert in targeted equipment and industry segments, i.e. knows the leading manufacturers, channel partners, sales processes, finance products and support services specific to assigned equipment or industry segment(s).

Essential Job Functions

• Works within targeted equipment or industry segment to develop relationships with key executives at target prospects.
• Creates prospect development strategies by analyzing each prospect’s current vendor finance business model and determining how it may be improved by applying EFD’s and the Bank’s products and services.
• Makes frequent calls on target prospects and brings in EFD management and Division Executive as appropriate.
• Composes presentations for target prospects creating awareness of EFD / BoW capabilities and address specific prospect needs.

Prospect needs typically are somewhat unique and solutions can be complex involving organizational design, systems, processes, underwriting and finance structuring.

Often involves working with multiple functions for content and review.

• Drafts proposals for new programs and upgrading existing programs. Proposal composition requires working with multiple functions for content and review.
• Frequently works with BNP Paribas Leasing Solutions employees on joint business development efforts for large international prospects.
• Attends trade shows and industry events. Uses these opportunities to meet with prospects to cultivate relationships.
• Provides guidance and training to EFD employees with respect to equipment and industry segment developments and prospect program requirements.

Other Job Duties

• Responsible for managing program implementation which can be complex, involve multiple functions and require extensive planning, organization and project management.
• Following new program implementation maintains relationship with client executives and works with the Program Manager to transition client relationship.
• Performs other duties as assigned.

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Qualifications

Required Qualifications

• Bachelor’s Degree
• 10 years’ experience in Equipment Finance
• Presentation Skills
• Mature and Professional Attitude
• Proven Success in Business Development
• Dependability and Strong Work Ethic
• Analytical Skills
• Self-Reliance

This position is remote as long as it is in within our 27 state working footprint which includes AZ, CA, CO, FL, GA, ID, IA, IL, KS, MI, MN, MO, NE, NV, NM, NC, ND, OH, OK, OR, SD, TX, UT, WA, WI, WY, NY.

For Colorado-based roles : The Salary Minimum is $100,000.00, plus incentive compensation. Actual compensation offer to candidate may vary from posted hiring range based upon geographic location, work experience, education, and / or skill level.

The pay ratio between base pay and target incentive (if applicable) will be finalized at offer.

To protect the health and safety of our employees and customers, Bank of the West may require all U.S. employees to provide proof of their vaccination status, and employees who are not fully vaccinated may be required to undergo regular testing.

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.

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Primary Location

United States-Arizona-General AZ

Other Locations

United States-Wisconsin-General WI, United States-Ohio-General OH, United States-Iowa-General IA, United States-Minnesota-General MN, United States-Kansas-General KS, United States-Texas-General TX, United States-New York-General NY, United States-North Dakota-General ND, United States-South Dakota-General SD, United States-Wyoming-General WY, United States-Oregon-General OR, United States-Nebraska-General NE, United States-Georgia-General GA, United States-Washington-General WA, United States-Florida-General FL, United States-Oklahoma-General OK, United States-North Carolina-General NC, United States-Nevada-General NV, United States-Idaho-General ID, United States-Utah-General UT, United States-Michigan-General MI, United States-New Mexico-General NM, United States-California-General CA, United States-Missouri-General MO, United States-Illinois-General IL

Sales and Sales Related

Job Posting

Feb 13, 2023, 3 : 29 : 38 PM

Sr Lead Equipment Finance National Program Manager-(067970)

Description

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.

Bank of the West is now part of the BMO family, a leading North American bank with a 200+ year history of success. BMO offers abroad range of financial services to help customers achieve real financial progress and shares Bank of the Wests commitment in driving positive change for a thriving economy, a sustainable future, and an inclusive society.

Job Description Summary

Execute relationship strategy with manufacturer partners including maximizing retail financing penetration and cross sale of commercial finance products and services to the manufacturer, dealers and end user customers.

Responsible for training field sales employees assigned to the manufacturer programs to ensure sales resources are actively engaged in increasing financing penetration at the dealer / reseller level.

Develops and maintains relationships with key executives of the manufacturer. Coordinates initiatives and projects related to extending new products, services and capabilities to the manufacturer, dealer and end user customers.

These projects can be complex and involve multiple functions across the Division and can involve resources from outside the Division.

Is the subject matter expert with regard to all aspects of manufacturer program and is the principal problem solver for challenges facing the program.

Responsible for program P&L.

Essential Job Functions

• Responsible for managing relationship with multiple manufacturers and executive teams involved in customer finance program.
• Central figure in establishing, updating and leading program strategy.
• Interacts with manufacturer and dealer contacts to originate and coordinate processing of new business flow. This includes making outbound calls to dealers to expand vendor program relationships.
• Works with manufacturer(s) to create and set up financing promotions, marketing programs and manage subsidy and recourse support that helps grow their business while also meeting the financial objectives of the Bank
• Responsible for maximizing program profitability by working to generate increasing revenue opportunities, appropriate expense management and optimize portfolio performance.
• Supports large or critical transaction processing by spearheading efforts to obtain credit approval, documentation generation, customer negotiation and closing.

Other Job Duties

• Creates monthly rate sheets and other program pricing and obtains pricing approval.
• Coordinates the creation of marketing materials with the manufacturer and the Bank.
• Trains and educates internal teams about vendor program relationships to ensure teams are executing as committed.
• Responsible for planning, scheduling and reporting for quarterly review meetings with manufacturer(s).
• Makes presentations to manufacturer’s sales organization on the use of customer financing and financing programs.
• Provides training to on the use of EFD’s web based dealer portal and is responsible for maximizing external access penetration in their assigned program(s).
• Leads projects which can be complex to add capabilities to the program offering. Projects can involve numerous functions and resources internal and external to EFD and may involve participants from the manufacturer.
• Attends trade shows in support of manufacturer(s) and dealers.

Qualifications

Required Experience

• Requires mastery level knowledge of job area typically obtained through advanced education combined with experience.
• May have deep knowledge of project management.
• Requires 10 years minimum prior relevant experience.

Education

Bachelor's Degree

Vaccination policy

To protect the health and safety of our employees and customers, Bank of the West may require all U.S. employees to provide proof of their vaccination status, and employees who are not fully vaccinated may be required to undergo regular testing.

Annual Hiring Range / Hourly Rate :

$90,000.00 - $125,000.00

The base salary opportunity can vary based on candidate’s geographic location, experience, knowledge, skills, and abilities.

In addition to base salary, this position is eligible for Monthly / Annual incentives.

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-California-General CA

Other Locations

United States-Georgia-General GA, United States-Missouri-General MO, United States-Iowa-General IA, United States-Kansas-General KS, United States-Minnesota-General MN, United States-Ohio-General OH, United States-New York-General NY, United States-Wisconsin-General WI, United States-North Dakota-General ND, United States-South Dakota-General SD, United States-Wyoming-General WY, United States-Arizona-General AZ, United States-Oregon-General OR, United States-Nebraska-General NE, United States-Florida-General FL, United States-Washington-General WA, United States-Oklahoma-General OK, United States-North Carolina-General NC, United States-Colorado-General CO, United States-Nevada-General NV, United States-Utah-General UT, United States-Michigan-General MI, United States-New Mexico-General NM, United States-Texas-General TX, United States-Idaho-General ID, United States-Illinois-General IL

Sales and Sales Related

Job Posting

Jun 2, 2023, 5 : 35 : 12 PM

Description of Work

As a Finance Specialist, you will :

• Serve in a consultative role and be responsible for providing finance support in a timely and accurate manner and in compliance with all applicable institutional, UNL, State, and Federal regulations, policies, and guidelines.
• Primarily execute and review routine and complex finance transactions.
• Work closely with employees within the departments served, as well as functional office staff, providing a high level of customer service and professionalism in all interactions.
• Function under limited supervision and be expected utilize technology to provide professional services.

Ranked as one of the best employers in the state of Nebraska , the University of Nebraska is committed to providing a work environment and culture that fosters personal and professional success and satisfaction.

By joining our team, you will be given opportunities to grow as an individual and contribute to the significant impact that we make within the University of Nebraska community and Nebraska’s economy each year.

We invest in our employees :

• Vacation, sick, and holiday pay
• Medical, dental, and vision insurance
• No-cost life insurance
• Employee Assistance Program
• Retirement plans
• Tuition assistance for full-time employees and dependents
• Exclusive staff discounts
• Continuous improvement and innovation
• Professional development through training and education
• A diverse and inclusive workplace
• And much more!

The University of Nebraska-Lincoln seeks to attract and retain a high performing and diverse workforce in which employees’ differences are respected and valued to better meet the varying needs of the diverse populations we serve.

The university fosters a diverse and inclusive work environment that promotes collaboration so that all individuals are able to participate and contribute to their full potential.

As an EO / AA employer, qualified applicants are considered for employment without regard to race, color, ethnicity, national origin, sex, pregnancy, sexual orientation, gender identity, religion, disability, age, genetic information, veteran status, marital status, and / or political affiliation

What you'll do :

• Develop unique ways to drive sales through events, community activities and local marketing campaigns
• Plan and manage budgets by initiating and assessing cost control techniques
• Maintain in-stock levels through precise inventory management
• Obtain and analyze customer feedback to ensure high service levels are maintained
• Display strong leadership qualities that show commitment to a no-pressure, high integrity sales approach with each customer
• Serve as a liaison between customers and all departments
• Stay on top of market trends, the RV industry and current dealership inventory What we're looking for :
• Bachelor’s degree or relevant work experience
• Demonstrated dealership sales experience and management of a revenue generating team
• Comprehensive knowledge of sales management, merchandising, inventory, shrinkage control, security methods and consumer behavior
• Strong organizational skills and the ability to remain focused in a fast-paced environment
• Excellent interpersonal, planning and communication skills
• Strong computer skills with previous exposure to customer data and inventory systems
• An awesome attitude!
• Neat, clean, and professional appearance
• Demonstrate behaviors consistent with the Company’s Vision, Mission, and Value in all interactions with customers and co-workers Who we are : Bish’s RV is one of the largest family-owned RV dealers in the country.

We are dedicated to providing quality products and services that exceed the expectations of our customers and creating an atmosphere where our customers can enjoy a positive experience as friends of our family business.

Our company is currently experiencing record growth with more expansion on the way.

The opportunities to grow within our organization are outstanding and our dedication to each employee’s success is unparalleled.

We are looking for top performers who set high expectations for themselves and are willing to put in the time and effort to achieve them.

We are a goal-driven company with a high-performance culture and believe in setting ourselves apart by being "Different with a Purpose.

Our culture is built upon the foundation of these three core values : Being Genuine, Having Fun, and Driven by Results. Perks :

• Comprehensive benefits package including medical, vision, dental, and other supplemental coverages
• 401K with 5% match
• Employee discounts
• Company-paid life insurance
• Gym membership reimbursement
• Opportunities for advancement
• Annual Incentive Trip for Top Performers
• RV Borrowing Program
• Incredible Team Culture We are an equal opportunity employer and prohibit discrimination / harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Bish’s RV honors our military service members, veterans, and their family members by being a military friendly workplace.

Many of the positions within our organization are transferable from previous military occupations.

Description of Work

The Finance Coordinator is responsible for ensuring finance transactions are completed in a timely and accurate manner and in compliance with all applicable institutional, UNL, State, and Federal regulations, policies, and guidelines.

The Finance Coordinator primarily executes and reviews non-catalogue purchase orders, standard contracts, individual journal entries and internal charges, batch journal entries and internal charges, service center budgets and service center rate development.

They will also provide guidance for sole source justification purchases, capitalized asset purchases, provide financial review and approval of travel expenses and basic funds management.

The Finance Coordinator will work closely with employees within the departments served, as well as functional office staff, providing a high level of customer service and professionalism in all interactions.

This position functions under general supervision and is expected utilize technology to provide professional services.

The University of Nebraska-Lincoln seeks to attract and retain a high performing and diverse workforce in which employees’ differences are respected and valued to better meet the varying needs of the diverse populations we serve.

The university fosters a diverse and inclusive work environment that promotes collaboration so that all individuals are able to participate and contribute to their full potential.