Sr Leasing Sales Specialist Large Corporate Banking Equipment Finance jobs at Bank Of America in United States, New York

Job Description:

Job Description:
This job is responsible for leading business analysis for a Line of Business (LOB) by producing all financial reporting and disclosures in partnership with senior management, front office, and other business stakeholders. Key responsibilities include applying a knowledge and understanding of product(s), processes, and inherent risks of a product, business or function to analyze and substantiate Profit and Loss (P&L) attributes and balance sheets, establish infrastructure for new products, and approve ledger journal entries.

The Chief Financial Officer (CFO) Group

Responsibilities:

• Prepares and analyzes balance sheets and Profit and Loss (P&L) reports and validates postings and balances for a product aligned to a Line of Business (LOB) using knowledge of financial products, market risk profiles, and risk mitigation techniques and strategies
• Supports the development of strategic and annual planning and implementation, performing profitability analysis, forecasting, and financial reporting for a product or general ledger account type
• Oversees a set of product(s) or general ledger account(s) and maintains financial responsibility, including accountability for accuracy of financial reporting for Profit and Loss (P&L) activities
• Partners closely with the front office, Operations, and Technology to define business finance processes and implement related technology solutions
• Supports delivering, designing, maintaining, and enhancing Value at Risk Back-Testing (VBT) data and Management Information System (MIS) processes that may impact multiple product control businesses
• Analyzes regulatory matters, such as the Comprehensive Capital Analysis and Review (CCAR) and Recovery and Resolutions Plans (RRP), to assess risk modeling practices within the bank
• Oversight on the official daily P&L explain, P&L substantiation to market events, significant transaction review and its provision for VaR backtesting and other downstream

• Monthly Independent Price verification on both Derivatives and securities positions. Have a basic understanding and knowledge of financial models,
• Calculation of the Valuation adjustment – Validation of appropriate application and use of models for books & records.
• Maintaining/updating valuation adjustment & IPV Desk Level Procedures (DLP)
• Preparation monthly & quarterly revenue and balance sheet commentary to senior managers and regulators
• Regulatory capital disclosures, Price Testing, Sector analysis, Stress Test and Forecasting.
• Volcker/Capital related validation activities such as Volcker balance sheet review, validation of Volcker and Capital attributes for books to ensure compliance with enterprise guidelines
• Partner with Trading Desk, Trade Support, Operations, ECM and other partners on business support including new product review, accounting assessment, issue resolution
• Coordination of the monthly close process and quarterly financial reporting requirements
• Working on initiatives to simplify/automate manual processes

Required Qualifications:

• 5+ years hands on experience in Product Control or Finance group
• BS/BA Degree required (Finance, Accounting preferred)
• Global Markets experience
• Global Rates market knowledge – familiarity with a broad range of asset classes
• Derivatives product and valuation knowledge – consisting of technical expertise of models used to reprice complex transactions
• Advanced experience skills with Excel and complex spreadsheets
• Control focused, analytical, team oriented, comfortable with complex products
• Excellent organizational, communication, and relationship management skill
• Proven analytical skills including data reconciliation and interpretation.
• Ability to identify and deliver process improvements.
• Good business partnering skills

Desired Qualifications:

• Fixed income or derivative experience
• Inquisitive, willing to challenge the status quo and strive to improve processes

Skills:

• Analytical Thinking
• Attention to Detail
• Financial Accounting
• Financial Management
• Reporting
• Business Analytics
• Data Quality Management
• Financial Processing
• Price Verification and Valuation
• Scenario Planning and Analysis
• Business Acumen
• Critical Thinking
• Influence
• Prioritization
• Problem Solving

Job Description:

This job is responsible for leading the planning, designing, and implementation of complex infrastructure solutions to meet deployment requirements aligned with available playbooks and technical blueprints. Key responsibilities include providing and communicating technology solutions across audiences and overseeing projects and activities related to special initiatives or operations. Job expectations include leading the resolution process for problems, adhering to defined practices and policies to obtain results, and establishing input/output processes and working parameters for systems.

Responsibilities:

• Fulfills requests from business users and operations, communicates technical status updates with appropriate teams, and oversees stability, resiliency, reliability, and the performance of multiple supported systems
• Mentors other team members and provides technical leadership
• Captures and translates business requirements into complex infrastructure and/or system design for specific implementations and collaborates with technology stakeholders, Solution Delivery Management teams, Technology Project Management teams, Solutions Engineering teams, and technical service providers for system design and deployment
• Supports change implementations, proactively identifies and resolves potential issues resulting from the changes, and performs access and/or physical provisioning/deprovisioning (additions, modifications, and deletions) for infrastructure and applications
• Provides consulting services to Core Technology Infrastructure (CTI) and technical partners, executes procedures reliably, and escalates appropriately to solve incidents quickly
• Provides release support when needed and manages engagement across audiences
• Provides full lifecycle management of the infrastructure and application environments
• Administer and support CyberArk Privileged Access Security Suite (Vault, CPM, PSM, PVWA)
• Monitor CyberArk platform health, availability, and performance, ensuring alignment with operational SLAs
• Troubleshoot and resolve credential vaulting, rotation, and integration issues
• Partner with infrastructure and application teams to enable secure access integrations
• Enforce compliance with internal security policies and external regulatory standards
• Provide Tier-2/3 support for CyberArk-related incidents and service requests
• Participate in audits, evidence gathering, and privileged access governance reporting
• Support change management, testing, and deployment of CyberArk updates and patches
• Create and maintain operational documentation, runbooks, and knowledge base articles

Required Qualifications:

• 3+ years of experience in CyberArk Privileged Access Management (PAM) administration and operations
• Strong hands-on expertise with CyberArk components (Vault, CPM, PSM, PVWA)
• Experience managing credentials across Windows, Linux/Unix, databases, middleware, and APIs
• Familiarity with identity and access management (IAM) principles and privileged access best practices
• Strong troubleshooting, problem-solving, and analytical skills
• Excellent communication and collaboration skills with cross-functional teams
• Ability to describe highly technical information in an understandable level to any audience

Desired Qualifications:

• CyberArk certifications (Defender, Sentry, Guardian)
• Experience with CyberArk Secrets Manager
• Scripting knowledge (PowerShell, Python, Bash) for automation and onboarding
• Experience with cloud platforms (AWS, Azure, GCP) and PAM integrations
• Familiarity with Active Directory, LDAP, and authentication mechanisms
• Exposure to SIEM tools (Splunk, QRadar, etc.) for monitoring privileged activity
• ITIL Foundation certification or knowledge of ITSM best practices

Skills:

• Innovative Thinking
• Production Support
• Result Orientation
• Risk Management
• Solution Design
• Adaptability
• Analytical Thinking
• Collaboration
• Influence
• Solution Delivery Process
• Architecture
• Automation
• DevOps Practices
• Project Management
• Stakeholder Management

Responsibilities:

• Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk

• Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews

• Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time

• Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities

• Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals

• Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment

• Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture

Required Qualifications:

· Has proven success in consultative sales in financial services or in business-to-business sales

· Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers

· Is passionate about outside sales and enjoys spending time prospecting

· Wants to enhance existing relationships and exceed sales goals

· Can analyze financial conditions of clients and industry trends

· Can understand and interpret financial statements and cash flow analysis

· Has excellent communication skills and demonstrated leadership ability

· Demonstrated management of a client portfolio with focus on relationship development and deepening

· Thorough knowledge of small business financial products and services

· Familiarity with CRM platforms and other banking systems

Desired Qualifications:

• Community leadership

• Strong computer skills with an ability to multitask in a demanding environment

• Undergraduate degree in business, finance or economics preferred or seven years relevant work experience

Skills:

• Client Experience Branding

• Client Management

• Client Solutions Advisory

• Customer and Client Focus

• Pipeline Management

• Credit Documentation Requirements

• Financial Analysis

• Oral Communications

• Prioritization

• Written Communications

• Coaching

• Interpret Relevant Laws, Rules, and Regulations

• Prospecting

• Risk Management.

Minimum Education Requirement:

High School Diploma/GED or equivalent work experience

Job Responsibilities:

The Senior Treasury Sales Officer (TSO) is responsible for managing all aspects of the treasury management relationship for a complex portfolio of current and prospective global clients in the Insurance, PayTech and other Non-Bank Financial Institution segments. He or she will partner with Corporate Bankers, Product, Compliance, Credit, Risk and Service partners to present optimal global solutions to meet client objectives.

Responsibilities include:

• Focus on responsible growth of new client relationships and expansion of existing relationships by identifying and cross selling our global payment solutions within a defined risk framework
• Accountable for responsible revenue and balance growth, profitability optimization, client planning, client calling, portfolio development, pricing strategy, proposal development and delivery for a dedicated client portfolio
• Maintain a strong client focus, industry expertise, client subsector expertise and a broad understanding of bank structures
• Lead, coach, develop Treasury Sales Analyst in day to day support of client deliverables
• Be a digital ambassador driving mobile, digital and real time payments adoption
• Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking and industry data analytics
• Maintain regular client interactions with on-site or virtual meetings, industry conferences, roundtables and client events

Job Qualifications:

• Successful history of direct and comprehensive treasury management sales experience
• Demonstrates the ability to identify, evaluate and articulate payment flows and potential associated risks for a complex/high risk client segments
• Demonstrates the ability to foster strong partnerships with the core team and the ability to build a sincere rapport with client contacts
• Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction
• Effectively manages risk while balancing the needs of the client, the team, and the bank
• Able to effectively work as an individual contributor as well as a close team member in a fast paced environment
• Broad and deep familiarity with global treasury management products, services and trends
• Strong Executive presence both internally/externally with ability to lead C- suite meetings
• Minimum 6 years of relevant experience in banking, treasury, and/or finance
• Ability to travel approximately 50% of the time
• B.S./B.A. degree or equivalent work experience
• Prior experience supporting Insurance, PayTech, Mortgage or other NBFI client segments and a Certified Treasury Professional certification or equivalent preferred

Skills:

• Account Management
• Business Development
• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Critical Thinking
• Portfolio Analysis
• Presentation Skills
• Relationship Building
• Sales Strategy
• Coaching
• Collaboration
• Oral Communications
• Prioritization
• Prospecting

Responsibilities:

• Executes audit strategy for the sound application of risk-based auditing by defining audit scope and audit programs, and leverages automation and innovative methods in a timely and high quality manner
• Exercises sound knowledge of product, business, and technical expertise to effectively challenge management to improve the control environment
• Assesses impacts to business processes, controls, and strategies to provide recommendations on severity ratings
• Provides input on draft audit reports and shares audit results with business leaders
• Supports the development of peers and teams through on-the-job-training and fosters an inclusive work environment
• Establishes business partner relationships, primarily with line management, to develop business knowledge
• Uses innovative tools to complete audit activities more efficiently (e.g., testing)
• Support multiple projects using technology and analytic techniques to work effectively and efficiently in a fast-paced environment.

Required Qualifications:

• Bachelor's Degree or equivalent work experience
• Minimum 5-7 years of internal audit or front office business control or compliance or risk management experience covering the corporate and investment banking (GCIB) business (e.g. equity capital markets, debt capital markets, investment banking, corporate banking, leasing etc.)
• Minimum 2 years of experience auditing the Investment Banking Business within an organization (GCIB)
• Experience with risk and control identification and assessment
• Experience with stakeholder management
• Pro-active, positive attitude, exhibits sense of ownership, flexibility and intellectual curiosity
• Sound organizational, analytical, oral, and written communication skills

Desired Qualifications:

• Experience with coaching less experienced team members
• Experience of working in a large global bank
• Chartered Financial Analyst (CFA), Certified Public Accountants (CPA), Financial Risk Manager (FRM), Certified Internal Auditor (CIA) or relevant qualifications
• Familiar with risk and controls in the business mentioned
• Analytical skills
• Makes sound judgement regarding gaps and risks associated
• Stakeholder engagement and communication skills

Skills:

• Analytical Thinking
• Audit Planning
• Internal Audit Review
• Issue Management
• Risk Management
• Attention to Detail
• Automation
• Business Acumen
• Project Management
• Technical Documentation
• Coaching
• Critical Thinking
• Relationship Building
• Written Communications
• Knowledge of banking products and processes

Job Responsibilities:

This job is responsible for the delivery of integrated treasury solutions to clients and prospects that may be in the United States (US) or global. Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities. Job expectations include providing product knowledge to deliver the best possible solution to meet the client and prospect’s needs.

• Responsible for the delivery of integrated treasury solutions to sophisticated set of clients in the banking sector located in the U.S. market

• Develop and maintain strong relationships with key stake holders within the client’s organization and drive loyalty

• Prospect and identify new client opportunities with banks in the U.S

• Actively engage with clients to understand their business objectives and provide strategic advice to enhance their treasury operations

• Engage at every level of the target client organization to drive stake holder buy in to the Bank of America partnership and successfully cross sell our solutions

• Partner closely with internal stake holders including CBK/IBK bankers, product, client service, global markets, and wholesale credit consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client

• The Global Treasury Sales Officer (TSO) is responsible for managing and responsibly growing frontline Treasury revenue streams across core cash management, transactional FX, bank notes, trade/trade finance, card, liquidity, and other GPS solutions for the assigned client base.

• The Global Treasury Sales Officer must navigate across regional geographies to drive global solutions for clients and grow the portfolio’s global revenue and profits

• Closely coordination with global TSO in regions outside North America to drive sales to branches and subsidiaries of foreign banks in the U.S.

Job Qualifications:

• 10 years sales experience selling treasury solutions

• 5 years selling treasury solutions in the bank space

• Candidate must have a strong strategic sales ability, understanding industry challenges and requirements

• Strong relationship building skills

• Proven track record of sales success in the industry

• Able to manage long sales cycles

• Strong knowledge of USD Clearing product

• Bachelors' degree in Finance, Business Administration, economics or related fields or equivalent work experience

• Working knowledge of US banking regulations in the compliance space including but not limited to AML, OFAC, and KYC

• Excellent communications and presentation skills

• Strong analytical and problem solving skills

• Ability to both work independently and within teams

Additional Qualifications:

• Familiar with Salesforce & Tableau

• Knowledge of traditional trade products (letters of credit/standby letters of credit)

• Proficient in Microsoft office suite

Responsibilities:

• Executes audit strategy for the sound application of risk-based auditing by defining audit scope and audit programs, and leverages automation and innovative methods in a timely and high quality manner
• Exercises sound knowledge of product, business, and technical expertise to effectively challenge management to improve the control environment
• Assesses impacts to business processes, controls, and strategies to provide recommendations on severity ratings
• Provides input on draft audit reports and shares audit results with business leaders
• Supports the development of peers and teams through on-the-job-training and fosters an inclusive work environment
• Establishes business partner relationships, primarily with line management, to develop business knowledge
• Uses innovative tools to complete audit activities more efficiently (e.g., testing)
• Support multiple projects using technology and analytic techniques to work effectively and efficiently in a fast-paced environment.

Required Qualifications:

• Bachelor's Degree or equivalent work experience
• Minimum 5-7 years of internal audit or front office business control or compliance or risk management experience covering the corporate and investment banking (GCIB) business (e.g. equity capital markets, debt capital markets, investment banking, corporate banking, leasing etc.)
• Minimum 2 years of experience auditing the Investment Banking Business within an organization (GCIB)
• Experience with risk and control identification and assessment
• Experience with stakeholder management
• Pro-active, positive attitude, exhibits sense of ownership, flexibility and intellectual curiosity
• Sound organizational, analytical, oral, and written communication skills

Desired Qualifications:

• Experience with coaching less experienced team members
• Experience of working in a large global bank
• Chartered Financial Analyst (CFA), Certified Public Accountants (CPA), Financial Risk Manager (FRM), Certified Internal Auditor (CIA) or relevant qualifications
• Familiar with risk and controls in the business mentioned
• Analytical skills
• Makes sound judgement regarding gaps and risks associated
• Stakeholder engagement and communication skills

Skills:

• Analytical Thinking
• Audit Planning
• Internal Audit Review
• Issue Management
• Risk Management
• Attention to Detail
• Automation
• Business Acumen
• Project Management
• Technical Documentation
• Coaching
• Critical Thinking
• Relationship Building
• Written Communications
• Knowledge of banking products and processes