Business Banking Equipment Finance - Sales Officer - Full-time / Part-time

Job Description:

Essential Functions:

Associate at this level is a highly qualified, seasoned Sales Officer responsible for handling all aspects of originating equipment financing transactions (lease and debt structures) to Bank of America clients. The Associate will be skilled at developing internal relationships with the Relationship Managers and their teams to sell small to midsize straightforward lease and loan structures. Associate will possess proven client relationship skills, extensive product knowledge, a strong work and travel ethic, and strong execution and multi-tasking skills.

• Enhance client and industry relationships, generate sales opportunities and tailor superior solutions.
• Develop lasting relationships with Business Banking management, Relationship Managers and Credit Officers to maintain marketing access to their clients and prospects.
• Educate the customer by demonstrating an in-depth knowledge of the features, benefits and applications of available products and services.
• Demonstrate macro level knowledge of credit risk policy and internal credit ratings to determine client's creditworthiness.
• Develop and foster mutually beneficial relationships with industry contacts including dealers, brokers, insurers, and component suppliers.
• Establish credibility so as to be viewed as a trusted business advisor within the client organization and industry network.

This position is posted as a Sr Leasing Sales Officer, but is flexible to be filled as a Leasing Sales Officer based on the skill set/experience of the candidate.

Required Education:

• Bachelor Degree, minimum accepted. Accounting, Finance, Math or other Business concentration preferred.

Prior Work Experience:

• 7-10 more years of direct sales experience in the financial services industry; preferably in equipment finance and leasing

Required Skills:

• Superior understanding of typical business flows of a commercial financial institution-preferably finance company or bank.
• Customer/Client Relationship Management
• Customer/Client Industry Knowledge
• Proven Ability to Assess Customer/Client Needs
• Strong Analytical and Financial Analysis Skills
• Proven Negotiation Skills
• Effective Presentation Skills
• Ability to collaborate amongst team members and business partners
• Strong Communication Skills
• Proficiency with MS Office software applications
• Extensive travel – 50%
• Preferred location - Newport Beach

Posting Date: 03/06/2018

Location: Newport Beach, CA, 520 NEWPORT CENTER DR (CA6814), - United States

Travel: Yes, 50% of the time

Full / Part-time: Full time

Hours Per Week: 40

Shift: 1st shift