Sales Representative III, PF

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!

If you are interested and qualified for this role, we invite you to apply.

The Sales Representative III is responsible, under the direct supervision of the Sales Manager, for the administration of all assigned account relationships and for the development of new business for the Premium Finance Company.

Essential Functions / Responsibilities

• Maintain and service assigned portfolios and appropriately cross sell other bank products.
• Maintain close customer contact to ensure continued satisfaction and to follow or anticipate additional financing needs.
• Negotiate to properly structured and priced credit facilities consistent with the Premium Finance Companies credit policies and lending practices.
• Ensure the agency profile is complete prior to submission.
• Recommend terms and pricing in line with the retail agencies size and volume.
• Help to resolve any high level collection issues.
• Ensure that lines of credit are renewed in a timely fashion.
• Respond to customer needs in a timely fashion.
• Ensure that customer requests with other departments are being properly followed clearly all service issues.
• Respond quickly and effectively on all new business referrals from Senior Management or other areas of the Premium Finance Company.
• Maintain and follow a list of prospective customers.
• Develop and maintain new business sources.
• Solicit new business as opportunities may arise from existing customers, at business social functions, or through state association events.
• Provide reports of information as required.
• Assist with problem resolution.
• Comply with all regulations pertaining to BSA, USA PATRIOT ACT, and OFAC. Complete annual BSA training. Report suspicions of criminal activity, or any attempt to avoid BSA reporting requirements on the part of customers or employees, to the AML / BSA Compliance Department.

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

Preferred Knowledge and Skills

Level of Complexity and Scope

Degree of Independence and Decision-Making

Required Supervisory Responsibilities

Physical Requirements

Compliance Statement

Development and Training

Benefits

We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our .

Incentive Eligibility

All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.

It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran / military service, or any other characteristic protected by law.

We are an E-Verify Employer.