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Treasury Sales Officer II

Charlotte, North Carolina

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 partner with Relationship Managers, GTS Product Sales Specialists and others across the enterprise to develop and deliver customized treasury solutions that meet client objectives.
 
The TSO:
◾Leads the evolution of the Payer segment strategy, partnering with other TSOs, RMs and product specialists
◾Builds and expands a strong network of senior client contacts at Payers
◾Proactively shares industry knowledge and uses calls and updates to ensure internal stakeholders are connected on Payer industry trends
◾Drives and is accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development and delivery.
◾Leads pricing and negotiation discussions with the client for treasury products to optimize relationship profitability for the portfolio.
◾Focuses on client relationship development, from growth of new client relationships to deepening existing relationships through the thoughtful identification of client needs.
◾Maintains a strong client focus, treasury industry expertise, client sub-sector expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services.
◾Coaches and mentors Treasury Analysts and works with Servicing and Implementation teams to support client needs and deliver solutions.
◾Manages an open line of communication with core team members to ensure all are kept informed of updated client news, treasury product changes, and industry knowledge.

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

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

◾Successful track record in treasury management sales.  Broad and deep familiarity with global treasury management products, services and trends.
◾Deep understanding of and great connectivity with the Payer industry
◾Proven business development and relationship management skills with a corporate client set.
◾Excellent verbal and written communication and presentation skills.  Proven negotiation and active listening skills. Strong executive presence.
◾Adept at critical and strategic thinking and problem resolution.
◾Strong business/financial acumen.
◾Successfully maneuvers through the enterprise, engaging partners and escalating as needed. Demonstrates the ability to foster strong partnerships within the core team.
◾Effectively manages competing priorities in an organized fashion while maintaining a consistent high level of client satisfaction.
◾Collaborative approach to business in support of close team environment. Able to effectively work as an individual contributor as well as a close team member in a fast paced environment.
◾Effectively manages risk while balancing the needs of the client, the team, and the bank.
◾Ability to travel 40% of the time in a normal environment, post-Covid
◾B.S. or B.A. in finance, accounting, management, or another undergraduate degree

Desired Skills

◾Experience working with Healthcare clients and/or emerging technology, life sciences and medtech companies
◾Intrinsically motivated to continuously improve processes and one’s own education
◾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 partner with Relationship Managers, GTS Product Sales Specialists and others across the enterprise to develop and deliver customized treasury solutions that meet client objectives.
 
The TSO:
◾Leads the evolution of the Payer segment strategy, partnering with other TSOs, RMs and product specialists
◾Builds and expands a strong network of senior client contacts at Payers
◾Proactively shares industry knowledge and uses calls and updates to ensure internal stakeholders are connected on Payer industry trends
◾Drives and is accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development and delivery.
◾Leads pricing and negotiation discussions with the client for treasury products to optimize relationship profitability for the portfolio.
◾Focuses on client relationship development, from growth of new client relationships to deepening existing relationships through the thoughtful identification of client needs.
◾Maintains a strong client focus, treasury industry expertise, client sub-sector expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services.
◾Coaches and mentors Treasury Analysts and works with Servicing and Implementation teams to support client needs and deliver solutions.
◾Manages an open line of communication with core team members to ensure all are kept informed of updated client news, treasury product changes, and industry knowledge.

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

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

◾Successful track record in treasury management sales.  Broad and deep familiarity with global treasury management products, services and trends.
◾Deep understanding of and great connectivity with the Payer industry
◾Proven business development and relationship management skills with a corporate client set.
◾Excellent verbal and written communication and presentation skills.  Proven negotiation and active listening skills. Strong executive presence.
◾Adept at critical and strategic thinking and problem resolution.
◾Strong business/financial acumen.
◾Successfully maneuvers through the enterprise, engaging partners and escalating as needed. Demonstrates the ability to foster strong partnerships within the core team.
◾Effectively manages competing priorities in an organized fashion while maintaining a consistent high level of client satisfaction.
◾Collaborative approach to business in support of close team environment. Able to effectively work as an individual contributor as well as a close team member in a fast paced environment.
◾Effectively manages risk while balancing the needs of the client, the team, and the bank.
◾Ability to travel 40% of the time in a normal environment, post-Covid
◾B.S. or B.A. in finance, accounting, management, or another undergraduate degree

Desired Skills

◾Experience working with Healthcare clients and/or emerging technology, life sciences and medtech companies
◾Intrinsically motivated to continuously improve processes and one’s own education
◾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-21065233

Band: H4

Manages People: No

Travel: Yes, 50% of the time

Manager:

Talent Acquisition Contact:

Bradley Soltis

Referral Bonus:

0

Street Address

Primary Location:
620 S Tryon St, NC, Charlotte, 28255