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:

Hours Per Week: