• Collaborate with the sales and customer success teams to understand client requirements • Conduct comprehensive client discovery assessments of client needs • Conduct product demonstrations and presentations to showcase the functionality and value of our fintech products • Support post-sales activities, including product integration and troubleshooting • Stay updated on industry trends

• Sells products and services to existing and prospective customers in a centralized call center environment. • Receives inbound sales calls. • Discusses and assesses a wide range of personal financial needs and recommends and sells products or services that meet or exceed the customer's needs. • Products include but are not limited to business and consumer deposit and credit products. • Develops customer profiles for other products such as trust, investments, etc. and sends profile to appropriate product line support for follow-up sales calls. • Interfaces with other sales staff and ensures referrals are responded to in a timely manner. • May assist customer service unit during peak times ensuring a commitment to quality customer service.

• Build, manage, and expand relationships with existing DFS clients through regular, consultative engagement • Identify, analyze, and qualify new retail leasing opportunities, including limited prospecting within approved channels • Process and manage retail equipment finance transactions from inquiry through funding • Explain leasing products, pricing, rates, and terms to clients in a clear and consultative manner • Partner closely with internal sales support and operations teams to ensure customer satisfaction and seamless execution • Respond to inbound referrals and inquiries, including occasional requests from Business Banking partners • Maintain accurate pipeline activity and client information using internal systems and tools • Consult with clients on business strategies and demonstrate how Equipment Finance solutions can support profitability, competitiveness, and risk reduction • Participate in ongoing sales training and peer collaboration as the business continues to scale and grow

• Exceed sales targets by driving new opportunities and selling solutions into enterprise accounts • Develop a set of assigned accounts with an ownership mindset • Manage the entire sales process to ensure delivery against key performance metrics • Identify customer buying processes and engage senior leadership • Create and maintain a sales pipeline to ensure over-achievement • Engage with prospect organizations through value-based selling • Provide accurate monthly forecasting and revenue delivery • Work with management to develop a strategic account plan