Sr. Leasing Sales Specialist (SE Equipment Finance)
Charlotte, North Carolina;Nashville, Tennessee; Raleigh, North Carolina; Atlanta, Georgia; Tampa, Florida
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Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
The associate at this level will be a Senior Financial Sales Specialist responsible for handling all aspects of territory development and client management within the Southeast region of the US focusing on Healthcare, Private Education and Not for Profits (HENFP). Associate will possess prospecting, client acquisition, client development, relationship management, execution skills and tax exempt capital knowledge. Individual must demonstrate ability to create and execute a complex territory management plan to bring a unique "Medium Term Capital" alternative to market while complying with all Bank, Municipal Advisory and Lobbying regulations.
Direct sales role located in Southeast US including states of GA, NC, TN, FL.
Serve goals of HENFP Bank teams (client acquisition, solutions per relationship, calling)
Territory development, deal creation, solutions selling, negotiation and closing skills
Develop and foster relationships with internal teams: Credit, Risk, Documentation, Legal, Pricing, Syndication and Marketing.
Compliant focus on external NFP/501c3 centers of influence (COI's): Financial Advisors, legal counsel, accounting firms, equipment vendors, IT Lessors which are required to identify, create, develop and close qualified opportunities
Required Skills:
5+ years field sales experience creating, structuring and negotiating credit deals. A proven track record of success with healthcare and other not for profit sectors.
Self-starter with successful track record developing prospects in target HENFP sectors
Client Management skills - HENFP Bank, clients, prospects and COI's
Effective communication skills (oral and written) along with group presentation finesse
History of working within a complex framework of structured internal and external organizational teams.
Detailed deal management skills and ability to meet deadlines.
Ability to meet multiple goals: Volume, Fee, Spread, New Clients, Calling, Compliance
Thorough understanding of complex pricing and transaction structuring - taxable loans, leases and tax exempt loans; SuperTrump experience preferred
Understanding of financial and accounting concepts (Financial Statements, ASC 842)
Healthcare industry knowledge - HITECH Act, EMR, ACA, DIC's, ASC's, JV's, etc.
Bachelor's degree or equivalent work experience, MBA preferred.
Travel - 50-75%
Shift:
1st shift (United States of America)
Hours Per Week:
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your "Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\EEOC\KnowYourRights6.12.pdf) " poster.
View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
