Regional Business Manager

Sales Management (25%)

• The RBM must be highly organized and self-directed, managing and reporting on sales and market activities through broker visits and industry networking events.  
• Develop and maintain a Key Account list of 15-20 brokerages within a defined region, updated annually based on business volume. 
• Conduct quarterly meetings with key accounts to review their volumes and funding ratios. 
• Discuss performance with the Regional Director of Business Development monthly. 
• RBMs (Regional Business Manager) are expected to assist brokers with deals in the pipeline or those who are unresponsive, fostering stronger relationships. They must also complete monthly expense reports accurately and submit them by the deadline within their approved budgets. 
• The RBM is responsible for documenting feedback from weekly meetings in the CRM and analyzing efficiency ratios from Tableau to identify and address current trends.
• Active participation in weekly departmental meetings to discuss market trends, challenges, successes, and product/service improvements is also required. 

Sales Activities and Achievements (30%)

• The RBM is expected to spend at least four days per week out of the office, making proactive sales calls to generate new business and visiting existing brokers to provide updates on product enhancements, services, and promotional materials 
• Schedule a minimum of 15 broker meetings weekly, documenting discussions and feedback in the CRM. 
• Continuously update broker contact information in the CRM. 
• Manage the region to achieve structured and effective results. 
• Provide mid-level analysis to enhance business development functions.   
• Interact with the credit team bi-weekly (monthly if remote) to gain insights into the quality of business submitted by specific brokerages and to strengthen sales-credit relationships. 
• Attend major industry events to increase company visibility.   
• Participate in joint BDM and RBM meetings weekly to foster collaborative efforts toward regional goals. 
• Collaborate with BDM and Reverse Mortgage Channel Managers (RCM) within the region to provide best-in-class service, product knowledge, and support for all brokerages.

Product Development

• Each RBM will be assigned a competitor to monitor and report on any changes to their programs. 
• Discuss competitor products with brokers, focusing on satisfaction, differences, and new market offerings. 
• Analyze feedback on Equitable Bank’s products regarding pricing, flexibility, and credit requirements. 
• Collect materials from brokers for competitive intelligence at industry events. 

External & Internal Relationship Management (10%)

• Participating in brokerage events, including sales presentations and lender appreciation programs. 
• Engaging in industry associations to represent Equitable Bank and gather industry insights. 
• Speaking at company-sponsored events with messaging provided by the Marketing & Communications department. 
• Expanding relationships through lunch meetings, and introducing other team members to brokers. 
• Involving regional team members in presentations beyond a mere appearance. 
• Covering for other RBMs and BDMs during their time off. 

Administration and Organization (10%)

• Enter at least 15 CRM activities by the end of each Friday . 
• Submit expense reports within 7 business days of the month’s end. 
• Complete regulatory courses within deadlines on EQ University, as failure to do so may affect bonus payouts. 

Let's Talk About You!

• Strong written and verbal communication skills. 
• Proficiency in Microsoft Office (Word, Excel, PowerPoint). 
• Previous sales and/or underwriting experience in the industry. 
• Self-directed and highly organized with the ability to multi-task. 
• Valid driver’s license and a clean driving record.
• Completion of a college or equivalent post-secondary degree.
• At least 5 years of industry-related experience. 
• Outstanding interpersonal skills.