Client Relationship Specialist

🕒 il y a 1 mois

⛰️ Colorado – Distant

⛰️ Colorado – Remote

💵 $71 000 - $125 000 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

🦅 Parrain de Visa H1B

Cette entreprise a parrainé des visas H1B par le passé.

👻 Score fantôme 6%

Ce que ça veut dire : la probabilité que cette offre reste ouverte sans recrutement actif.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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KeyBank

Site WebLinkedInTous les Emplois

10 000+ employés

Fondée en 1994

🛡️ Assurance

💼 Conseil

🏦 Banque

Insurance • Consulting • Banking

KeyBank est une banque de services complets offrant une large gamme de services financiers pour les particuliers, les petites entreprises et les grandes institutions. Les services comprennent des solutions bancaires personnelles et professionnelles, la gestion de patrimoine, des prêts, des lignes de crédit, des hypothèques, des cartes de crédit et des services d'investissement. KeyBank fournit également des outils bancaires en ligne et mobiles pour aider les clients à gérer efficacement leurs finances. Avec un accent sur le bien-être financier, KeyBank propose des ressources pour aider les clients à comprendre les bases bancaires, gérer leurs dettes et atteindre leurs objectifs financiers.

Description

• Work within a Bank-Channel specific region(s) to play a pivotal role within the Sales team, providing sales support from transaction identification to closing. • Oversee all administrative activity for the Region team, including transaction inputs, review of pricing and rate locks, proposal generation, asset management request, and providing the KEF credit submission form for Bank underwriting. • Review credit approvals prior to completion to ensure accuracy of all transaction variables. • Establish relationships with client operations staff to ensure complete and accurate documentation submittals through the collection of invoices, proof of payment, insurance, required UCC releases and other factors as identified. • Participate in cross functional activities and act as a liaison between clients and internal stakeholders (credit, asset management, pricing, contract/account managers, bankers, etc.) for transaction structuring and submittals through the entire sales process to closing.

🎯 Exigences

• Bachelor's Degree (required) • Minimum 5 years of experience of documentation and account management in equipment leasing, secured lending, or commercial banking (required) • Knowledge of both commercial & Industrial financing sectors as well as syndications buy/sell is preferred (required) • Thorough knowledge of the equipment finance sales process, including prospect identification, prospecting, pre-qualification, identification of key issues, proposal development and presentation skills (required) • Thorough knowledge of equipment finance documentation and processes, knowledge of Titled vehicle requirements and Aircraft Finance and KYC knowledge is a plus (required) • Superior time management skills, training and presentation skills, computer skills and strategic thinking (required) • A working knowledge of computer-based pricing models, customer relationship management software, nCino, SuperTrump & Tableau reporting (required) • Proactive, detail-oriented, driven to work in a fast-learning environment (required) • Ability to prioritize and reallocate workload in a dynamic, deadline-focused environment (required) • Experience working with customers and remote sales teams (required) • Ability to set appropriate and realistic expectations, both internally and externally, regarding transaction conditions and turn times (required) • Maintain and update pipeline activity, as needed, through online sales management tool to produce a timely and accurate forecast (required)

🏖️ Avantages

• Eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.