Finance Growth Director

Finance Growth Director

Job Overview:

The Finance Growth Director is responsible for driving the promotion of equipment finance lending and leasing solutions to medium and large commercial clients within a defined territory. This role is highly performance-oriented and requires the ability to independently identify new business opportunities while maintaining a structured and consistent outreach strategy.

The position integrates key market factors such as credit evaluation, pricing strategy, and deal structuring into strategic decision-making. It requires strong capabilities in sales execution, credit analysis, lead generation, and closing complex transactions. The role also involves close collaboration with Middle Market Relationship Managers and Treasury Management Officers to support cross-selling of commercial banking products and services.

Responsibilities:

• Work closely with internal teams to develop new business partnerships and expand existing client relationships
• Maintain and grow established customer portfolios
• Build long-term relationships with companies generating more than $15M in annual revenue
• Collaborate with Relationship Managers and Treasury Officers to drive cross-selling of banking solutions
• Prepare proposals, commitment letters, credit applications, and supporting documentation
• Stay updated on equipment finance products, lending policies, structuring standards, and regulatory requirements
• Ensure portfolio management and risk compliance align with credit policies and regulatory guidelines
• Identify and execute cross-selling opportunities within existing client accounts
• Develop and implement outreach and calling strategies to generate new business
• Maintain a strong pipeline of prospects and manage ongoing client relationships
• Support team members in prospecting, credit evaluation, financial analysis, and underwriting processes
• Ensure full compliance with applicable laws, policies, and regulations
• Perform additional duties as assigned

Organizational Relationship:

This position reports directly to the Managing Director of Direct Originations.

Position Qualifications Education and Experience:

• Bachelor’s degree in finance, banking, or related field required; MBA preferred
• Minimum of 10 years of experience in equipment finance sales
• Experience with SuperTrump, TValue, InfoAnalysis, and CRM systems

Knowledge and Skills:

• Strong expertise in credit analysis and financial evaluation
• Ability to independently manage complex lending structures
• Excellent written and verbal communication skills
• Strong problem-solving and interpersonal abilities
• Deep understanding of equipment finance lending and leasing products
• Ability to structure loans and make sound credit decisions
• Proven track record in sales and business development
• Ability to perform in a competitive, sales-driven environment
• Strong multitasking and organizational skills
• Knowledge of commercial lending laws and regulatory compliance
• Proficiency in Microsoft Office tools including Excel, Word, and Outlook

Additional Information:

Compensation will be based on education, experience, certifications, and other relevant factors. This role may also include eligibility for performance-based incentives or discretionary profit-sharing programs.

Atlantic Union Bank is committed to Equal Employment Opportunity and maintains a drug-free workplace.

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