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Title: Account Executive
Code: 1480022201
Type: Account Executive
Status: Full Time
Location: Chico - Chico
Description:

POSITION SUMMARY

 

The Account Executive generates new equipment lease transactions for the Bank through telemarketing, direct mail and visits to prospective customers and equipment vendors.

 

MAJOR RESPONSIBILITIES

 

  • Establish and maintain strong relationships with customers and referral sources within an assigned geographic territory.
  • Evaluate all aspects of a potential transaction including the financial position of clients and transaction structure.
  • Maintains a pipeline of 30 transaction opportunities on a rolling ninety-day cycle, while closing two to four transactions per month.
  • Consistently source and close $5 million in business annually.
  • Maintains current knowledge of and complies with Reg B, Fair Lending, privacy- Gramm-Leach-Bliley Act (GLBA) and Non-public Personal Information (NPPI) regulations.

 

OTHER RESPONSIBILITIES

 

  • Attend on-going seminars and trade shows regarding leasing, financing and equipment knowledge.
  • Maintains a positive, pro-active approach to presenting and selling our product within the various departments which support our efforts.
  • Work independently, be a self starter, limited travel required.

 

TriCo Bancshares and Tri Counties Bank are headquartered in Chico, California. From a single bank on a tree-lined street in Chico 38 years ago, Tri Counties Bank has grown to 61 branches serving communities from Bakersfield to the Oregon border, from the Sierra Nevada to the wild north coast, with assets over $2.5 billion.

 

Tri Counties Bank offers financial services and provides a diversified line of products and services to consumers and businesses, which include demand, savings and time deposits, consumer finance, online banking, mortgage lending, and commercial banking throughout its market area. It operates a network of 67 ATMs and provides a 24-hour, seven days automated Customer Service Department. Brokerage services are provided at the Bank’s office by the Bank’s association with Raymond James Financial, Inc.

 

How has Tri Counties remained strong and profitable? A top-down commitment to responsible lending and sound business practices. Plus a dedication to service, convenience, and technology, including online and mobile banking, supermarket branches open seven days a week, and a 24-hour automated Customer Service Department.

 

But we know that our success is really based on our presence in the towns and cities we serve. We’ve always treated customers the way we want to be treated. Which makes sense, because we live here too. You may recognize us at baseball games and local eateries, skiing in the mountains, boating on the lakes, and fishing the local streams. The personal touch comes naturally to us.

 

Tri Counties Bank is an equal opportunity employer of women, minorities, protected veterans, and individuals with disabilities.

Prerequisites:

EDUCATION, EXPERIENCE AND OTHER SKILLS REQUIRED

 

  • High school diploma or GED required.
  • Undergraduate degree preferred with an emphasis in Business/Finance/Marketing.
  • Previous sales experience preferred.
  • Strong math skills and ability to utilize personal computers and Windows driven programs.
  • Ability to read and understand financial statements and tax returns.
  • Excellent verbal and written communication skills.
Benefits:

Medical, dental and vision, Prescription Drug, Group Term Life/AD&D, Dependent Life and Supplemental Life Plans, Flex 125 Plans, Long Term Disability, Employee Assistance Plan, 401k Retirement Plan, Employee Stock Ownership Plan, Time Off Plans