Sr Lead Equipment Finance National Program Manager

Full-time

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.
  • Performs other duties as assigned.

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.

Benefits : Visit for benefits information.

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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.
  • Performs other duties as assigned.

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.

Benefits : Visit for benefits information.

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