Bank of America

Account Manager

• Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion and helps companies save, borrow, and invest for their current and future needs.
• Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships.
• Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends.
• Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects.
• Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues.
• Coaches and mentors peers, while utilizing leadership skills.
• Adapts to changes in sales practices and broader market and industry conditions as needed.

Senior Relationship Manager – Global Commercial Bank – Middle Market – Technology Group

Product Manager

• Lead technology delivery initiatives and ensure successful execution of strategic projects.
• Collaborate with stakeholders, development teams, and cross-functional partners to define requirements.
• Manage backlogs and deliver high-quality technology solutions that enhance customer experience and operational efficiency.
• Own the Product Backlog and prioritize the work for the team.
• Write functional stories in collaboration with team members and other tech/test leads.
• Determine when a story is Ready and accept it when it’s done.
• Run regular refinement sessions with the team to refine stories and plan the work for each Sprint.
• Prepare for PI Planning and UAT Testing and Production Validation.

Product Owner – Technical Delivery

Financial Planning and Analysis

• Develop new clients and bring incremental leverage and lease/loan growth to assigned Originators.
• Responsible for the end-to-end sales process on assigned transactions.
• Work with Management and Originations on other projects to improve performance.
• Review and comprehend company financial statements for potential lease and loan products.
• Price, structure, discuss and win potential financial solutions with clients/prospects.
• Identify new business and win/close it effectively.
• Routine travel to meet with bank partners, clients and prospects.
• Engage in prospecting and business development projects throughout the broader region.

Leasing Officer – Commercial Equipment Finance

Bilingual

• Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources
• Accurately and efficiently processing cash transactions
• Having in-depth conversations with clients to connect solutions that meet their financial goals
• Following established processes and guidelines in daily activities to do what is right for clients and the bank

Relationship Banker – Bilingual in English and Spanish

Operations

• Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
• Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions
• Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units

Transaction Management Ops Analyst

• Provide advice and solutions to complex Global Commercial Banking clients
• Serve as the primary point of contact for clients and maintain profitable relationships
• Assess financial conditions of companies and analyze industry trends
• Collaborate with teammates and facilitate client relationships with Product Specialists

• 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.
• Direct sales role located in 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.

Senior Leasing Sales Specialist – SW Equipment Finance

• Providing comprehensive advice and customized solutions to clients
• Triaging client leads and making referrals to business partners based on client needs
• Meeting with clients to review financial and investment goals
• Building a financial plan and recommending brokerage products

Financial Solutions Advisor

• This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts.
• Key responsibilities include reconciliation, settlement, and trade and transfer support, providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures.
• Job expectations include handling operational processes that may carry medium to high levels of monetary risk and assisting in training less experienced team members.

• Performs onboarding and maintenance of accounts and reviewing required account documentation.
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service.
• Reviews and approves required account documentation.
• Proactively identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units.
• Performs moderate levels of research, follow-up and resolution of more complex routine research requests.

Account Management Ops Analyst

Sales

• Manage day to day relationships with clients
• Retain and grow existing revenue
• Seek opportunities to deepen solutions per relationship
• Manage pricing & profitability
• Coordinate relationship review meetings with client team
• Identify cross-sell opportunities through account analysis and client interaction
• Manage client escalations and keep internal team informed

Treasury Sales Client Officer

• Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources
• Accurately and efficiently processing cash transactions for clients as needed
• Having deep conversations with clients to gain in-depth knowledge of their financial and life priorities
• Connecting clients to solutions that meet their financial goals

Relationship Banker, Bilingual – English/Spanish

• The associate at this level will be primarily responsible for developing new clients and bringing incremental leverage and lease/loan growth to assigned Originators within their respective market.
• The position is responsible for the end-to-end sales process on assigned transactions and working with Management and Originations on other projects directly linked to improving performance within the Region.
• All activities and transactions assigned will be under the guidance of the HENFP Manager and assigned Originators, via direct partnering with bank client teams and other direct business development activities such as cold calling, reviewing financial statements, etc.
• The incumbent will possess the skills necessary to review and comprehend company financial statements for potential lease and loan products, price, structure, discuss and win potential financial solutions with clients/prospects by effectively partnering with internal stakeholders to lead a transaction through the mandate, approval, documentation and closing processes.
• Position will be responsible for identifying new business, winning/closing it in a very effective and efficient manner.
• Routine travel to meet with bank partners, clients and prospects is required.
• Other responsibilities include prospecting and business development projects throughout the broader region under the guidance of the HENFP Manager. These activities will be project driven and revolve around prospecting a specific market or industry for an assigned Originator.

Leasing Officer, Equipment Finance

• The associate at this level will be primarily responsible for developing new clients and bringing incremental leverage and lease/loan growth to assigned Originators within their respective market.
• The position is responsible for the end-to-end sales process on assigned transactions and working with Management and Originations on other projects directly linked to improving performance within the Region.
• All activities and transactions assigned will be under the guidance of the GCAF Sales Manager and assigned Originators, via direct partnering with bank client teams and other direct business development activities such as cold calling, reviewing financial statements, etc.
• The incumbent will possess the skills necessary to review and comprehend company financial statements for potential lease and loan products, price, structure, discuss and win potential financial solutions with clients/prospects by effectively partnering with internal stakeholders to lead a transaction through the mandate, approval, documentation and closing processes.
• Position will be responsible for identifying new business, winning/closing it in a very effective and efficient manner. Routine travel to meet with bank partners, clients and prospects is required.
• Other responsibilities include prospecting and business development projects throughout the broader region under the guidance of the GCAF Sales Manager. These activities will be project driven and revolve around prospecting a specific market or industry for an assigned Originator.

Leasing Officer – Global Commercial Aircraft Finance

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended