Meridian Equipment Finance – Business Development Account Executive
Job Type: Full Time
Location: Exton, PA
Department: Meridian Equipment Finance
Position Summary:
Drive high‑value vendor referral partnerships by proactively engaging essential‑use equipment resellers and positioning Meridian Equipment Finance as their go‑to financing solution. Champion seamless coordination across internal teams to keep deals moving and relationships strong, while consistently operating within established policies and performance standards. Deliver timely insights to leadership and provide responsive, solutions‑focused support to vendors and internal stakeholders to fuel growth and maximize opportunity.
Qualifications Required:
- Bachelor’s degree in Finance or related field; or equivalent work experience
- 5+ years of equipment financing experience
- Goal and results oriented
- Ability to work in a team environment
- Strong computer skills (Microsoft, CRM, etc.)
- High degree of attention to detail and ability to multitask
Essential functions and responsibilities:
- Organizes and implements sales campaigns to increase vendor referral business. Campaigns to consist of emails, phone calls, customer visits as needed and attendance at industry trade shows and conferences
- Responsible for identifying and soliciting manufactures, dealers, distributors and independent equipment resellers and establishing referral relationships
- Ability to uncover customer needs, develop equipment financing solutions and successfully implement through the referring relationship
- Assists in identifying vendor referral targets
- Ability to calculate interest rates and apply basic concepts of finance
- Assists other departments of MEF on a temporary basis as needed for peak hours.
- Demonstrates and promotes Meridian Bank’s Core Values: Our Partners, Our People, Our Bank and Our Communities
- Coordinates specific work tasks with other employees within the department as well as with other departments in order to ensure the smooth and efficient flow of information
- Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place
- Communicates with management and coworkers in order to integrate goals and activities
- Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank’s compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
- Other duties as assigned
Success factors/job competencies:
- Organizational and time management skills
- Ability to work with little or no supervision
- Excellent interpersonal and communication skills
- Actively seeks coaching
Physical demands, work environment, and location:
- Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the necessary functions. This is a largely sedentary role, requiring the use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment. Some travel required to attend trade shows and for customer visits.
- Work environment: The noise level in this environment is minimal
- Location: Various Meridian location(s) as assigned including but not limited to the following job-related travel requirements: Customer/Client locations, work events, charity events, loan closings and site visits, etc.
Equal Opportunity Statement
- Meridian Bank supports a diverse workforce and is an Equal Opportunity Employer
Performance standards:
- Annual review
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