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Commerce Bank

Provides personal and business banking services

Equipment Finance Sales Officer

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeDallas, TX, USAIn-person

About the Job

Requirements

  • Basic knowledge of single investor tax, loans, TRAC, operating, synthetic, and debt transactions.
  • Basic knowledge of commercial products, credit policies and procedures, and terminology.
  • Well-developed sales and negotiation skills.
  • Basic credit analysis skills.
  • Ability to structure more complex credit requests.
  • Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements.
  • Ability to manage multiple priorities with attention to detail.
  • Ability to remain adaptable and resilient in varying situations.
  • Basic proficiency with Microsoft Word, Excel, and Outlook.
  • A bachelor's degree in Accounting, Finance, or an equivalent combination of education and experience is required.
  • At least 1 year of sales experience in the banking industry, specifically within equipment lease origination, is required.
  • Must be eligible to work in the United States without sponsorship now or in the future.

Responsibilities

  • Call assigned customers and targeted prospects to acquire new business.
  • Serve as the primary advisor for an assigned portfolio of diverse and complex commercial relationships, ensuring customer satisfaction and retention.
  • Coordinate with product partners to cross-sell a full range of products and services.
  • Review and analyze portfolios to reduce risk and enhance profitability.
  • Facilitate credit requests, including loan structuring, negotiating and pricing, collateral, ensuring adequate loan documentation, and analyzing industry and credit risk.
  • Facilitate the resolution of customer problems and engage product experts.
  • Participate in community and business functions or groups to establish referral contacts within the marketplace.
  • Ensure compliance with bank policies, procedures, regulations, and laws.
  • Perform other duties as assigned.
  • Authorize a motor vehicle driving-record review if considered for the position.

Desired Qualifications

  • Experience with tax-exempt products is preferred.

About the Company

Commerce Bank

Provides personal and business banking services

Commerce Bank provides a broad range of banking and financial services to individuals and businesses in the United States, including checking accounts, mortgages, loans, investment services, and credit cards. Its products work by offering deposits and lending products through branches and digital channels, earning revenue from interest on loans, account fees, and investment income. The bank distinguishes itself through a clear emphasis on diversity, equity, and inclusion, and by supporting community initiatives such as LGBTQIA nonprofits, alongside being recognized for regional banking performance. Its goal is to serve a diverse client base with accessible financial services while driving growth and positive community impact through responsible lending, deposit growth, and investments.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Kansas City, MO
Founded
1865

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