Job Description:
At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts, trade and supply chain finance, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology.
The Treasury Sales Officer (TSO) will be responsible for managing and aggressively growing treasury revenue across a portfolio of Large Corporate GIG clients. He or she will partner with Corporate Bankers, Trade, Liquidity, Investment, Foreign Exchange partners and others across the enterprise to develop customized treasury solutions that meet client objectives. The TSO will focus on growth of new and underpenetrated client relationships and expansion of existing relationships.The TSO will be accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal/presentation development/delivery.The TSO will maintain a strong client focus, treasury industry expertise, understanding of the evolving tech, innovation and ESG landscape, client subsector expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services. The TSO will possess strong communication and interpersonal skills, the ability to influence, lead and mobilize business partners, and appropriate financial acumen.The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves.Responsibilities:
Drives responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentationsPartners 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 analysisLeads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growthConsults within the Client Management Process (CMP) on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needsFosters 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 positioningLeads, coaches, and develops Treasury Sales Analysts (TSA), Treasury Sales Officers (TSO), and Treasury Sales Client Officers (TSCO) in day-to-day support of client deliverablesMaintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structureRequired Skills: Must have these skills to be minimally qualified
5+ years experience Broad and deep treasury / cash management industry experience, including global product knowledge and industry trendsProven business development and relationship management skills with Large Corporate GIG clientsProven negotiation and active listening skillsExcellent critical/strategic thinking and problem resolution skillsExcellent verbal/ written communication and presentation skillsAbility to demonstrate creative thinking while adhering to guidelinesStrong business/financial acumenProven ability to foster strong partnerships within the core team and the ability to build trust and deep, market differentiating relationships with clientsStrong time management and prioritization skillsAbility to effectively manages risk while balancing the needs of the client, the team, and the bankAble to effectively work as an individual contributor as well as a supportive and collaborative team member, proactively engaging and mobilizing internal partners in a fast paced environmentStrong executive presence both internally/externallyDesired Skills
US and International treasury management and/or product knowledgeIntrinsically motivated to continuously improve processes and/or one’s own educationAbility to lead small groups while effectively delegating tasksExercises the desire to mentor and sponsor other associatesCertified Treasury Professional certification or equivalentShift:
1st shift (United States of America)Hours Per Week:
40