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Treasury Sales Officer II

Tampa, Florida

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) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Business Banking entities with corporate revenue values between 5 million to 50 million.  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 sometimes International treasury solutions that best suits the clients’ needs.  This individual will have daily face-to-face or virtual  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 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, industry data analytics, and solutioning positioning. 
• 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.    Additionally, the TSO will lead all pricing and client negotiation discussions with the client for all treasury products to optimize relationship profitability and YoY revenue growth for the portfolio.
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.   Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics."
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
•         At least 3 years of demonstrated success in direct sales roles in a treasury or cash management capacity.
•         Strong business/financial acumen to align to core Key Performance Indicators within our clients treasury operations ecosystems
•         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
•         Broad and deep familiarity with global treasury management products, services and trends
•         B.S. or B.A. in finance, accounting, management, or another undergraduate degree"
Desired Skills
•         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:

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) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Business Banking entities with corporate revenue values between 5 million to 50 million.  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 sometimes International treasury solutions that best suits the clients’ needs.  This individual will have daily face-to-face or virtual  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 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, industry data analytics, and solutioning positioning. 
• 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.    Additionally, the TSO will lead all pricing and client negotiation discussions with the client for all treasury products to optimize relationship profitability and YoY revenue growth for the portfolio.
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.   Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics."
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
•         At least 3 years of demonstrated success in direct sales roles in a treasury or cash management capacity.
•         Strong business/financial acumen to align to core Key Performance Indicators within our clients treasury operations ecosystems
•         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
•         Broad and deep familiarity with global treasury management products, services and trends
•         B.S. or B.A. in finance, accounting, management, or another undergraduate degree"
Desired Skills
•         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-21072927

Band: H4

Manages People: No

Travel: Yes, 10% of the time

Manager:

Talent Acquisition Contact:

Bradley Soltis

Referral Bonus:

0

Street Address

Primary Location:
101 E Kennedy Blvd, FL, Tampa, 33602