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Treasury Solutions Officer

White Plains, New York;

Job Description:

The Global Treasury Sales Officer (TSO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Middle Market entities with corporate revenue values between 50million to 2 billion.  In some cases the TSO will also pursue client prospect opportunities outside of the portfolio.  The TSO works closely with several partners such as Client Managers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, Global Investment Advisors, Card Managers, Trade/SCF Advisors, Liquidity Specialists, and others across the enterprise to provide US 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 Treasury Sales Analyst.  The TSO leads pricing and negotiation discussions with the client for TM products to optimize relationship profitability for the portfolio.  The TSO 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.

The TSO 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 focused cost/benefit analysis and bank focused profitability analysis.    

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

Required Skills:

  • Successful history of direct treasury management sales xperience. Broad and deep familiarity with global treasury management products, services and trends

  • Sales and client relationship 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

  • Augment local market presence with prospecting and networking activities

  • 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

  • Bachelor’s degree

Desired Skills:

  • International Cash Management and Trade & Supply Chain Finance experience

  • Strong understanding of working capital metrics and the cash conversion cycle

  • Ability to articulate the evolution of cash management and the impact of digital/innovation within the treasury space

  • Intrinsically motivated to continuously improve processes and/or one’s own education

  • Exercises the desire to mentor and sponsor other Associates

  • Certified Treasury Professional certification or equivalent

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

The Global Treasury Sales Officer (TSO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Middle Market entities with corporate revenue values between 50million to 2 billion.  In some cases the TSO will also pursue client prospect opportunities outside of the portfolio.  The TSO works closely with several partners such as Client Managers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, Global Investment Advisors, Card Managers, Trade/SCF Advisors, Liquidity Specialists, and others across the enterprise to provide US 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 Treasury Sales Analyst.  The TSO leads pricing and negotiation discussions with the client for TM products to optimize relationship profitability for the portfolio.  The TSO 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.

The TSO 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 focused cost/benefit analysis and bank focused profitability analysis.    

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

Required Skills:

  • Successful history of direct treasury management sales xperience. Broad and deep familiarity with global treasury management products, services and trends

  • Sales and client relationship 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

  • Augment local market presence with prospecting and networking activities

  • 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

  • Bachelor’s degree

Desired Skills:

  • International Cash Management and Trade & Supply Chain Finance experience

  • Strong understanding of working capital metrics and the cash conversion cycle

  • Ability to articulate the evolution of cash management and the impact of digital/innovation within the treasury space

  • Intrinsically motivated to continuously improve processes and/or one’s own education

  • Exercises the desire to mentor and sponsor other Associates

  • 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-21022379

Band: H5

Manages People: No

Travel: Yes, 25% of the time

Manager:

Talent Acquisition Contact:

Bradley Soltis

Referral Bonus:

0

Connecticut job seekers

Connecticut pay range:

$85,000 - $125,000 annualized salary, offers to be negotiated based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the Corporate Performance Incentive Plan. Qualified employees are eligible for an annual discretionary award based on their overall individual results and behaviors performance at year-end (limited roles may also qualify for incentives during performance year).

Benefits

This role is eligible for all usual company benefits. At Bank of America, our employees are the foundation of our success. That’s why we’re committed to offering a variety of competitive programs and benefits that support your physical, emotional and financial wellness both at work and at home.