New York, New York
10 days ago
Treasury Sales Officer

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:
 

This job is responsible for the delivery of integrated treasury solutions to Non-Bank Financial Institution clients and prospects. 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.

Drives responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations

Partners with bankers and Product Specialists across the enterprise to develop customized treasury solutions by identifying new opportunities based on client-focused cost and benefit analysis and bank-focused profitability analysis

Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth

Consults on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs

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

Leads, coaches, and develops Treasury Sales Analysts (TSA), Treasury Sales Officers (TSO), and Treasury Sales Client Officers (TSCO) in day-to-day support of client deliverables

Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure

Job Requirements:

BS/BA Degree or equivalent work experience

5+ years of relevant experience in banking, treasury, and/or finance

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 segment

Demonstrates the ability to foster strong partnerships within 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

Ability to travel approximately 30% of the time

Shift:

1st shift (United States of America)

Hours Per Week: 

40

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