Bank of America

Senior Leasing Sales Specialist – SE Equipment Finance

Bank of America

full-time

Posted on:

Location Type: Office

Location: Charlotte • Florida • North Carolina • United States

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Job Level

Senior

About the role

  • 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

Requirements

  • 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 a 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%
Benefits
  • Health insurance
  • Wellness programs
  • Professional development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
field sales experiencecredit deal structuringnegotiation skillsdeal managementtransaction structuringtaxable loanstax exempt loansSuperTrump experiencefinancial statementsASC 842
Soft Skills
client managementeffective communicationgroup presentationself-starterrelationship managementnegotiationexecution skillsability to meet deadlinesability to meet multiple goalsprospecting
Certifications
Bachelor's degreeMBA