Inside Sales Representative

Bank of Cardiff
San Diego, CA
Apr 08, 2017
Jobs Outside Higher Education
Businesses & Consultants
Institution Type
Outside Academe

Job Description


Inside Sales Representatives (ISRs) work in a fast-paced sales environment interfacing with clients, senior management, operations, and institutional capital sources. ISRs market the firm's suite of financial products directly to our client base of equipment dealers and businesses. Our employees gain financial aptitude, industry expertise, and refined business-to-business sales techniques suitable for communicating with business owners and managers. ISRs also gain expertise in financial statement and credit analysis, making them among the most valued sales professionals in the financial services industry.

We are looking to add both experienced and emerging sales professionals to our team of lending veterans.

• You have strong phone sales skills and love to win
• You have an interest in finance and lending
• You want to provide capital to small businesses through the US
• You need a stable employer with a wide range of products
• You prefer a short sales cycle under 30 days
• You are comfortable with inbound and outbound marketing campaigns


• Educate and advise customers on Bank of Cardiff's suite of financing solutions
• Analyze credit risk, compliance, underwriter options, and cash flow scenarios
• Understand clients' corporate structures, business plans, operational strategies
• Convert high value, proprietary vendor leads into recurring revenue from vendor-referred financing transactions
• Participate in targeted marketing campaigns while working leads through the sales process
• Establish and maintain a strong client based through consistent inbound and outbound communication
• Develop diverse industry expertise including specific product and technical knowledge
• Actively maintain contacts in client relationship management application (CRM)


• Bachelors degree required - All majors considered; Greek system affiliation a plus
• Some sales experience preferred
• Strong phone presence and ability to communicate financial concepts required
• Strong work ethic, motivation, and ambition to set and exceed goals required
• Familiarity with rudimentary finance concepts, formulas and applications preferred
• Ability to exceed expectations under pressure in a fast paced, competitive environment required
• Strong oral and written communication skills required
• Ability to work effectively in a team framework required
• Proficiency with Microsoft Excel and Outlook preferred

Company Description
Commercial Finance & Leasing Bank of Cardiff started life a decade ago as an equipment finance specialist serving equipment dealers across the US. In 2007, we adopted a full service approach to business lending with new product offerings including consumer and business credit cards, credit card processing, merchant cash advance, business term loans, and lines of credit. Over the past five years, we redoubled our marketing efforts to millions of small businesses across hundreds of industries, bringing cost-effective financial solutions to the Fortune 1000 as well as the burgeoning entrepreneur.

San Diego, CA


Fri, 7 Apr 2017 11:26:47 PDT