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 Responsibilities:

Treasury Sales Client Officer is responsible for delivery of integrated treasury solutions to multisegmented FIG client bases. Partner closely with client-facing teammates CBK bankers and TSO to consult on sales opportunities and provide the product expertise necessary to deliver the best possible solution to the client. TSCO is an extension of the Private Bank team working with Private Bank clients which typically include Family Offices, Real Estate, Private Equity and Business Owners.

In this hybrid sales/treasury analyst role, key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio; partnering closely with client-facing teammates to consult on sales opportunities; as well as providing product expertise to deliver the best possible solution that meets the objectives of the client/prospect.

Drives responsible revenue and balance sheet growth, profitability improvement, client calling (typically virtual) and planning, portfolio development, pricing strategy, proposal responses, and leading client facing treasury presentations

Right size the portfolio by assessing suitability of relationships recommended by Global TSO's and/or CBK bankers as well as assessing existing relationships

Partners with bankers, onboarding, servicing, and product specialists across the enterprise to develop and implement customized treasury solutions by identifying solutions based on client-focused cost/benefit analysis and bank-focused profitability analysis

In partnership with CBK/Global TSO, leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and YoY growth

Fosters digital adoption by driving mobile, and digital payments adoption and manages strategic dialogues around key client centric issues — leveraging best practices, peer benchmarking, industry data analytics and solutioning positioning

Serve as a point of escalation for all GPS related issues

Collaborates and internal stake holders in day-to-day support of client deliverables, with direct end to end coverage responsibilities for less complex and/or mature existing Private Bank relationships to ensure strong client coverage and identify new opportunities  

Job Requirements:

Minimum 4+ years of Treasury/Cash Management Sales experience

Bachelor’s degree or equivalent work experience

Excellent communication, presentation, interpersonal and organizational skills

Willingness to learn buying behaviors of multiple FIG sector clients

Ability to work across product, service, implementation, operations, coverage and geographical teams to deliver best in class solutions to the clients

Intellectually curious and motivated to continuously improve processes

Sales and client relationship experience

Working knowledge of treasury management products and services

Proven negotiation and active listening skills

Successfully demonstrates creative thinking while adhering to guidelines

Strong business/financial acumen

Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction; self-sufficient and takes initiative

Successfully maneuvers throughout the enterprise

Proactively engages all internal partners for sales opportunities

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

Certified Treasury Professional certification or equivalent and knowledge of Private Bank and ultra high net worth clients a plus  

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