
Global financial services firm
Senior Territory Manager, Equipment Finance - Capital Advisory Solutions - Executive Director
필수 스킬
Excel
You are customer focused, enjoy building relationships and providing financial solutions to your clients. A role as a Sr. Territory Manager is for you.
As an Equipment Finance Territory Manager, in Capital Advisory Solutions, you are primarily responsible for identifying, structuring, pricing and closing complex finance transactions for existing bank clients and prospects across the assigned territory.
Equipment Finance works with clients in all lines of business within the Commercial Bank to provide customized equipment financing solutions. We have extensive knowledge covering a wide-range of asset types, including – but not limited to – trucking, manufacturing, medical, aircraft, rail and marine. Equipment Finance provides tax-advantaged and conventional equipment financing solutions including but not limited to: True Lease; Customized fixed and floating rate loans, including tax-exempt options; Conditional Sales Agreement; Terminal Rental Adjustment Clause (TRAC) Lease; and Synthetic Lease.
Job Responsibilities:
- Work together with Commercial Bankers and Credit Partners from multiple areas of the firm in order to finance equipment of selected clients/prospects in a tax effective, efficient and low-cost manner for assigned territory.
- Facilitate relationship with Commercial Bank Credit Managers and Teams within assigned market coverage responsibilities.
- Work closely with assigned Equipment Finance Associate to meet new volume and revenue objectives effectively and efficiently for assigned coverage territory.
- Provide in-depth education to Commercial Bankers on Equipment Finance products and processes.
- Perform portfolio reviews with all assigned Commercial Bankers and in conjunction with their own market knowledge will identify preferred prospects.
- Act as Equipment Finance subject matter expert in Bank Market meetings. Provide timely feedback and business activity results to Market Mangers.
- Have strong knowledge of overall Bank product offerings within the firm to help assist with client/prospect referrals to other product groups or lines of business when appropriate alternatives are identified.
- Must be able to work independently.
- Travel is required.
Required qualifications, capabilities and skills:
- 10+ years of experience in equipment financing or equipment leasing sales.
- Expert knowledge of lease finance products as well as industry standards and regulations.
- Strong communication, relationship management, negotiating and credit skills.
- Ability to excel within a team sales approach.
- Strategic mind-set and ability to drive both strategic and tactical efforts as necessary.
- Firm grasp of Present Value calculations, financial analysis, and lease/finance pricing models.
- Bachelor's degree, or equivalent work experience required (in an equipment finance focused role).
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JPMorgan Chase 소개

JPMorgan Chase
PublicJPMorgan Chase & Co. is an American multinational banking institution headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States, and the world's largest bank by market capitalization as of 2025.
300,000+
직원 수
New York City
본사 위치
$500B
기업 가치
리뷰
10개 리뷰
3.8
10개 리뷰
워라밸
3.5
보상
4.0
문화
3.8
커리어
3.2
경영진
2.8
68%
지인 추천률
장점
Good benefits and compensation
Supportive colleagues and environment
Flexible work arrangements
단점
Long hours and heavy workload
Management issues and lack of direction
High stress and expectations
연봉 정보
44개 데이터
Junior/L3
Mid/L4
Senior/L5
Junior/L3 · Analytics Solutions Associate
1개 리포트
$139,000
총 연봉
기본급
$107,000
주식
-
보너스
-
$139,000
$139,000
면접 후기
후기 4개
난이도
3.0
/ 5
소요 기간
14-28주
합격률
50%
경험
긍정 25%
보통 75%
부정 0%
면접 과정
1
Application Review
2
HR Screen
3
Hiring Manager Interview
4
In-person/Final Interview
5
Offer
자주 나오는 질문
Behavioral/STAR
Past Experience
Culture Fit
Financial Knowledge
Case Study
최근 소식
JPMorgan’s Jamie Dimon says a credit-led recession would be ‘worse than people think’ - MarketWatch
MarketWatch
News
·
1w ago
JPMorgan's Jamie Dimon warns of looming bond market crisis (JPM:NYSE) - Seeking Alpha
Seeking Alpha
News
·
1w ago
JPMorganChase becomes Official Bank of Team USA and LA28 Olympic and Paralympic Games - LA 2028
LA 2028
News
·
1w ago
JPMorgan Chase becomes global Olympic partner, includes LA28, Team USA - Yahoo Sports
Yahoo Sports
News
·
1w ago