Back to search results

Treasury Sales Officer II

New York, New York;

Job Description:

JOB DESCRIPTION

The International Treasury Sales Officer (ITSO) is held responsible for managing and actively pursuing international treasury and foreign exchange revenue streams and product penetration across an assigned portfolio of Middle Market entities with corporate revenue values between $50 million to $2 billion.  The ITSO is accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and leading client-facing treasury presentations.  This individual will also need to identify and evaluate treasury solutions based on a client selection criteria, focused cost/benefit analysis and profitability analysis. 

ITSO partners closely with Treasury Executives/Managers and Market Executives to grow revenue across Bank of America’s international branches in Asia Pacific, Canada, Europe, and Latin America.  Additionally, this role works closely with FX Rates and Currencies desk to grow transactional FX revenue. 

The ITSO works closely with several partners such as Relationship Managers, Global and regional Treasury Sales Officers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, Card Managers, Trade/SCF Advisors, Liquidity Specialists, and others across the enterprise to provide FX and International treasury solutions that best suits the clients’ needs.  This individual will have daily face-to-face or phone interactions with client contacts independently and/or jointly with the Global TSO.  The ITSO leads pricing and negotiation discussions with the client for TM products to optimize relationship profitability for the portfolio.  The ITSO will actively participate (and sometimes lead) in the Client Management Process (CMP) that focuses on client acquisition and deepening existing relationships through the thoughtful identification of client needs.

In order to be successful, an ITSO must maintain a strong client focus while also understanding the operational aspects of multinational clients.  A strong bank and industry awareness of various treasury products and services used by clients will also aid in the success.  The ITSO must maintain an open line of communication with core team members such as the Relationship Managers and Treasury Sales Analysts to ensure all are kept informed of updated client information, treasury product information, and other industry knowledge.  The ITSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves.    

REQUIRED SKILLS

  • Sales and client relationship experience
  • International cash management and FX experience
  • Excellent verbal/ written communication and presentation skills
  • Proven negotiation and active listening skills
  • Excellent critical/strategic thinking and problem resolution skills
  • Successfully demonstrates creative thinking while adhering to guidelines
  • Strong business/financial acumen
  • Demonstrates the ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts
  • Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction
  • 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
  • B.S. or B.A. in finance, accounting, management, or another undergraduate degree

DESIRED SKILLS

  • Card, liquidity and/or Trade & Supply Chain Finance experience
  • Intrinsically motivated to continuously improve processes and/or one’s own education
  • Exercises the desire to mentor and sponsor other Associates
  • Public speaking skills
  • Certified Treasury Professional certification or equivalent

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-20010285

Manages People: No

Travel: Yes, 10% of the time

Manager:

Talent Acquisition Contact:

Referral Bonus: