1+ months

Healthcare, Education & NFP - Sr Financial Sales Specialist

San Diego, CA 92108
**Job Description:**



**_Business Overview:_**



Banc of America Leasing is the largest U.S. equipment financing company, serving over 51,000 clients worldwide. We have $62.7 billion in total assets, and have a significant global presence, with over 900 associates. Together with our affiliated companies*, we provide equipment financing solutions to small businesses, middle-market and large corporations, offering product expertise in government financing and wholesale vendor financing, as well as tailored programs specific to industry segments, including aviation, healthcare, energy services and renewable energy.



_*Certain products are offered through Banc of America Public Capital Corp, a wholly-owned subsidiary of Bank of America N.A._



**Essential Functions:**



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 US region 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 Southern California US including states of AZ, NM, UT, & NV.

+ 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 (COIs): Financial Advisors, legal counsel, accounting firms, equipment vendors, IT Lessors which are required to identify, create, develop and close qualified opportunities



_This position is posted as a Senior Financial Sales Specialist, but is flexible to be filled as a Financial Sales Specialist based on the skill set/experience of the candidate._



**Required Education:**



Undergraduate degree in a Business concentration; MBA preferred.



**Prior Work Experience:**



Minimum of 5 years field sales experience creating, structuring and negotiating credit deals. A proven track record of success with healthcare; other not for profit sectors.



**Required Skills:**



+ Self-starter with successful track record developing prospects in HC (and preferably also in other HENFP sectors)

+ Client Management skills HENFP Bank, clients, prospects and COIs

+ 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, DICs, ASCs, JVs, etc.

+ Travel 50-75%

+ Location San Diego, Newport Beach, Los Angeles



**Posting Date** : 05/15/2019



**Location** :

San Diego, CA, 701 B ST (CA0816),

Newport Beach, CA, 520 NEWPORT CENTER DR (CA6814),

Los Angeles, CA, CENTER WEST, 10877 WILSHIRE BLVD,

- United States



**Travel** : Yes, 75% of the time



**Full / Part-time** : Full time



**Hours Per Week** : 40



**Shift** : 1st shift



**Assistance for Applicants with Disabilities**



Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .



**Diversity & Inclusion**



At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.



**Frequently Asked Questions**



Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.

Industry

  • Banking / Finance
Posted: 2019-05-17 Expires: 2019-09-13

Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.


Sponsored by:
Farm Credit Services of America Logo
Sponsored by:
Bank of America Logo

Featured Jobs[ View All ]

Featured Employers

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Healthcare, Education & NFP - Sr Financial Sales Specialist

Bank of America
San Diego, CA 92108

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast