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Equipment Finance Territory Manager - Executive Director - Commercial Bank at JPMorgan Chase Bank, N.A.

Posted in General Business 30+ days ago.

Type: Full-Time
Location: Charlotte, North Carolina

Job Description:

The Territory Manager is primarily responsible for identifying, structuring, pricing and closing complex finance transactions for existing bank clients and prospects across a 1-3 state territory. This position will report to the Regional Coverage Manager.

Responsibilities include but are not limited to:

  • Work closely with assigned Product Specialists in order to effectively and efficiently meet new volume and revenue objectives for assigned coverage territory
  • Work together with Client/Relationship Managers from multiple areas of the firm in order to finance equipment of selected clients/prospects in a tax effective, efficient and low cost manner
  • Facilitate relationships with Bank Credit Managers and teams within assigned market coverage responsibilities
  • Cover territory consisting of 1-3 states
  • Provide in-depth education to Bank Client/Relationship Managers on products and processes
  • Perform portfolio reviews with all assigned Client/Relationship Managers and, in conjunction with their own market knowledge, identify customers/prospects with \"high probability\" for product sales
  • Track opportunities through the pipeline stage through closing/booking
  • Maintain contributory role in Bank Market meetings; Provide timely feedback and business activity results to Market Mangers
  • Develop a strong knowledge of overall products within the firm, allowing referral of clients/prospects to other product groups or lines of business when appropriate alternatives are identified


  • Minimum of 10 years' experience in leasing sales or equipment finance
  • Expert knowledge of lease finance products as well as industry standards and regulations
  • Strategic mindset and ability to drive both strategic and tactical efforts as necessary
  • Firm grasp of Present Value calculations, financial analysis and lease/finance pricing models
  • Preference will be given to candidates with the requisite leasing or equipment finance background and experience.
  • Must be able to work independently, and extensive travel is required
  • Bachelor's degree, or equivalent work experience required
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

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