Associate, Treasury Sales Client Officer, Global Payments Solutions, Hong Kong
Bank of America
Associate, Treasury Sales Client Officer, Global Payments Solutions, Hong Kong
HONG KONG ISLAND, Hong Kong
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (https://ghr.wd1.myworkdayjobs.com/lateral-apac/job/Hong-Kong/Associate--Treasury-Sales-Client-Officer--Global-Payments-Solutions--Hong-Kong\_25029941)
**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:**
This job is responsible for facilitating a direct end-to-end relationship with one or more Treasury Sales Officers (TSOs) to manage and grow both domestically and globally within an assigned portfolio. Key responsibilities include supporting all activities from sale through implementation and coordinating the Client Management Process (CMP) by focusing on client acquisition and deepening existing relationships. Job expectations include partnering with product specialists and service partners by making recommendations and creating customized treasury solutions that meet client needs.
+ This is a Treasury Sales Client Officer (TSCO) role based in Hong Kong, who will manage a portfolio of the subsidiaries of US and Canada HQ’ed Business Banking (BB) clients and Global Commercial Banking (GCB) clients in APAC.
+ This TSCO role will also assist other Treasury Sales Officer (TSO) to manage some GCB clients with more complex deal structure.
+ New sales wins, revenue growth and retention within a predefined portfolio as a corporate sales consultant across all BofA markets – across Treasury, Trade and FX.
+ Engage key decision makers of the clients advancing the relationships from 1) access 2) dialogue 3) material relationship 4) pipeline 5) mandate, to 6) strategic advisor.
+ Work closely with other regions and Global Commercial banking team to deliver solution to our clients.
+ Pro-active approach to sales, sending unsolicited proposals, lead client engagement & pitches / presentations, and respond to RFPs (request for proposal).
+ Constantly review client names to ensure that the names achieve and maintain hurdle profitability levels or exit the relationship based on the Bank’s business objectives.
+ Coordinate with implementation and services teams to ensure a smooth implementation and high client satisfaction.
+ Ensure timely resolution of relationship-sensitive client servicing issues within the organization and act as the senior escalation point in relationship-sensitive key service issues.
+ Ensure complete alignment in client selection and growth strategies with banking colleagues.
+ Ensure full observance of and adherence to applicable compliance and other regulatory requirements and guidelines.
+ Provide client and market feedback to management and business partners, including for product development and enhancement.
+ Act as Corporate client Sales liaison with Banking, Investment Banking, Credit and Risk; Compliance; Product Management; Client Delivery & Service; Implementation; and Operations
+ Produce or provide input for both external and internal marketing to enhance the visibility of the Bank of America franchise.
+ Participate in industry events, represent Bank of America externally.
+ Provide input and briefing information for senior management client calls and other interactions in-region.
**Responsibilities:**
+ Assists with coordinating the Client Management Process (CMP), including client planning, client calling efforts, client team meeting preparation, delivery, and follow-up, and revenue and pathway tracking.
+ Conducts industry, client, and prospect research to develop strategies and create proposals and pitchbooks for pre-call planning.
+ Completes price and cost benefit analysis models to develop pricing strategies, which includes working with the Treasury Sales Officer on non-standard pricing.
+ Partners with Product Specialists and support partners to develop strategies to grow revenue and deepen existing relationships.
+ Supports clients through the implementation, client onboarding, and training activities.
+ Ensures the accuracy of sales data including managing sales pathways, call reporting, and profitability reporting.
+ Participates in in-person calling activities and ad-hoc direct sales opportunities with Treasury Sales Officers.
**Requirements:**
+ Excellent written and oral communication skills, in English.
+ Strong presentation skills, inter-personal and organizational skills, as well as financial skills.
+ Knowledge of Corporate Treasury functions as well as understanding of driving business growth and supporting the US client management and sales teams.
+ Willing to travel cross-regions and within the region.
+ Strong PC skills (Word, Excel, PowerPoint, etc).
+ Excellent critical/strategic thinking and problem resolution skills.
+ Successfully demonstrate creative thinking while adhering to guidelines.
+ Strong business/financial acumen.
+ Effectively manage competing priorities in an organized fashion while maintaining consistent level of client satisfaction.
+ Effectively manage 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.
+ Intrinsically motivated to continuously improve processes and/or a strong desire to learn.
+ Exercise the desire to mentor and sponsor other Analysts.
**Skills:**
+ Account Management
+ Client Management
+ Customer and Client Focus
+ Oral Communications
+ Presentation Skills
+ Portfolio Analysis
+ Relationship Building
+ Critical Thinking
+ Data Management
+ Problem Solving
+ Active Listening
+ Analytical Thinking
+ Collaboration
+ Prioritization
+ Written Communications
**Minimum Education Requirement:**
+ Bachelor’s degree
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .
View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .
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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Por favor confirme su dirección de correo electrónico: Send Email