Citizens Business Bank

Sales

• Identify, develop, close, and retain factoring relationships for Bay View Funding
• Increase new business by identifying, sourcing, and closing viable factoring prospects across a variety of industries
• Expand Bay View Funding’s national footprint
• Conduct outreach, personal networking, and attend social/business events in the community and surrounding area
• Engage established local and national COI referral sources and manage a pipeline of appointments
• Source prospective clients requiring factoring services and maintain proactive communication to win relationships
• Leverage marketing tactics and techniques to achieve business development goals
• Develop revenue growth through generation of loans and fee income
• Liaise between prospective clients and underwriting/credit departments
• Prepare, present, and negotiate financing proposals and documents
• Cultivate relationships with senior team members and leverage resources across departments
• Mitigate risk and maintain a client-centric focus
• Maintain knowledge of industry, economy, market conditions, rates, vendors, and competition
• Comply with company policies, procedures, applicable federal and state laws, BSA, OFAC, vendor management, information and data security, and SEC regulations
• Provide, present, and promote the Citizens Experience to external and internal customers
• Perform other duties as assigned
• This position has no supervisory responsibilities

Regional Sales Manager