Sr. Leasing Sales Specialist - SW (henfp Equipment Finance)

Sr. Leasing Sales Specialist - SW (HENFP Equipment Finance)

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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 Southwest 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.

Locations: Southwest US including states of AR, OK, LA, MS, TX.

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.

Requirements

Must have these skills to be minimally qualified:

• 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%

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.

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 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.

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.

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.