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Treasury Sales Officer II

San Francisco, California

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 and profitability across a portfolio of current and prospective fortune 500 global companies within the FinTech and Non-Bank Financial Institution segments.  He or she will partner with Corporate Bankers, Liquidity, Payments, Collections, Foreign Exchange, Trade and Service partners to present customized treasury solutions that meet client objectives.  

Responsibilities include:                                                                                  
• Focus on growth of new client relationships and expansion of existing relationships by identifying and cross selling our global treasury solutions 
• Accountable for responsible revenue and balance growth, profitability improvement, client planning, client calling, portfolio development, pricing strategy, and proposal development and delivery for a dedicated client portfolio. 
• Maintain a strong client focus, treasury industry expertise, client subsector expertise and a broad understanding of bank structure   
• Lead, coach, develop Treasury Sales Analyst in day to day support of client deliverables
• Be a digital ambassador driving mobile, digital and real time payments adoption
• Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking and industry data analytics
• Maintain regular client interactions with on-site or virtual meetings, industry conferences, roundtables and client events

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

  • Seeking treasury innovators and solutions architects with extensive FinTech client segment experience 
  • 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
  • Minimum 8 years of relevant experience in banking, treasury, and/or finance 
  • Ability to travel approximately 40% of the time 
  • B.S. or B.A. in finance, accounting, computer science or other relevant degree
     

Desired Skills

  • Intrinsically motivated to continuously improve processes 
  • Ability to lead small groups while effectively delegating tasks 
  • Exercises the desire to mentor and sponsor other Associates 
  • Certified Treasury Professional certification or equivalent
     

Job Band:

H4

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 Treasury Sales Officer (TSO) will be responsible for managing and aggressively growing treasury revenue and profitability across a portfolio of current and prospective fortune 500 global companies within the FinTech and Non-Bank Financial Institution segments.  He or she will partner with Corporate Bankers, Liquidity, Payments, Collections, Foreign Exchange, Trade and Service partners to present customized treasury solutions that meet client objectives.  

Responsibilities include:                                                                                  
• Focus on growth of new client relationships and expansion of existing relationships by identifying and cross selling our global treasury solutions 
• Accountable for responsible revenue and balance growth, profitability improvement, client planning, client calling, portfolio development, pricing strategy, and proposal development and delivery for a dedicated client portfolio. 
• Maintain a strong client focus, treasury industry expertise, client subsector expertise and a broad understanding of bank structure   
• Lead, coach, develop Treasury Sales Analyst in day to day support of client deliverables
• Be a digital ambassador driving mobile, digital and real time payments adoption
• Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking and industry data analytics
• Maintain regular client interactions with on-site or virtual meetings, industry conferences, roundtables and client events

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

  • Seeking treasury innovators and solutions architects with extensive FinTech client segment experience 
  • 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
  • Minimum 8 years of relevant experience in banking, treasury, and/or finance 
  • Ability to travel approximately 40% of the time 
  • B.S. or B.A. in finance, accounting, computer science or other relevant degree
     

Desired Skills

  • Intrinsically motivated to continuously improve processes 
  • Ability to lead small groups while effectively delegating tasks 
  • 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-21062859

Band: H4

Manages People: No

Travel: Yes, 50% of the time

Manager:

Talent Acquisition Contact:

Bradley Soltis

Referral Bonus:

0

Street Address

Primary Location:
101 CALIFORNIA ST, CA, San Francisco, 94111