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Treasury Sales Officer I

New York, New York

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 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 $2billion.  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. he 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.  

Behavioral Qualifications:

Inclusive and Inspiring: Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds

Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities 

Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo 

Confident and Agile: Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge

Required Skills:

• Sales and client relationship experience of minimum 3 years 
• 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:

• Cash Management 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 
• Certified Treasury Professional certification or equivalent
• Background with Financial Institutions

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

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 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 $2billion.  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. he 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.  

Behavioral Qualifications:

Inclusive and Inspiring: Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds

Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities 

Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo 

Confident and Agile: Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge

Required Skills:

• Sales and client relationship experience of minimum 3 years 
• 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:

• Cash Management 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 
• Certified Treasury Professional certification or equivalent
• Background with Financial Institutions

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21058012

Band: H5

Manages People: No

Travel: Yes, 5% of the time

Manager:

Talent Acquisition Contact:

Sandy Cojocaru

Referral Bonus:

0

Street Address

Primary Location:
ONE BRYANT PARK, NY, New York, 10036