Equipment Finance Relationship Director

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The role of the Equipment Finance (EF) Relationship Director operates in the Middle Market Enterprises (MME) sector and will be tasked with structuring high income, funding solutions that require face to face delivery due to either customer demand or by virtue of the nature of the deal.

The role holder will identify, negotiate & effect the sale of hire purchase and leasing products of new customers and an established portfolio of facility customers. Central to the strategy of the Equipment Finance business is the delivery of a significant proportion of the product range via a field based mobile sales force, aligned to the Corporate and Commercial proposition. This strategy demands the development of a customer centric ideology that encompasses the needs-based sales approach, as it impacts across the Commercial sector.

Your responsibilities will include:

• Maximising revenue growth through new business development sales
• Develop effective strategies for winning new clients to generate new income for EF Leasing and the Group.
• Develop an appropriate calling plan to achieve goals and objectives efficiently and effectively
• Work in partnership with colleagues across the HSBC network to deliver exceptional standards and quality of service
• Provide leadership, support and coaching to junior and support staff as appropriate.
• Demonstrate effective influencing skills with the Relationship Management (RM) population/wider Bank on a relationship level to utilise HSBC EF products or the most suitable method for structuring a transaction in any given set of circumstances.
• Maintain and observe all HSBC control standards and implement and observe the Group Compliance Policy, including the timely implementation of recommendations made by internal/external auditors and external regulators.
• Ensure all completed sales and prospecting activity documentation is appropriately completed, approved, and stored to provide performance tracking, targeted future sales efforts and compliance with sales and transactional suitability guidelines and requirements.

The ideal candidate for this role will have:

• Relevant product knowledge along with Equipment Finance knowledge would be advantageous.
• Experience working in relevant environment/s, i.e. Business development is essential.
• Experience working in relevant market/context, i.e. Commercial banking is essential
• Experience of working towards sales targets and a willingness to be assessed against sales achievements is essential.
• Proven experience of leading the delivery of an excellent customer service and proactively look for innovative ways to improve the service delivered to customers. Together with experience in managing relationships with complex and significant customers.
• Excellent written and spoken communication skills; an ability to communicate with impact, ensuring complex information is articulated to a range of audiences with accuracy.
• Experience of effectively using your knowledge of credit products, processes, and risks to make fair and informed lending decisions that meet customers' needs
• An extensive knowledge of credit & risk.

This is a hybrid role with coverage required for an area spanning Central and South East of England and into Wales. The successful candidate could be based at the following locations: Birmingham, Bristol, Cambridge, Cardiff, London, Gatwick, Reading and the Thames Valley. This list is not exhaustive.

Due to the nature of this business development role, there is an expectation of extensive, frequent travel across the client patch, so it is important that the successful candidate can travel on a regular basis.

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk:

Email: [email protected]

Telephone: +44 207 832 8500