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Treasury Sales Client Officer I / II

Dallas, Texas;

Job Description:

GTS Overview

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.

Treasury Sales Client Officers are responsible for managing day to day relationships with clients.  The primary responsibilities include retaining existing revenue, seeking opportunities to deepen solutions per relationship, manage pricing & profitability, and direct phone/web-based clients calling.

The TSCO will liaise regularly with partners on fulfillment requests. The TSCO is responsible for coordinating regular relationship review meetings with the client team and will look at any process inefficiencies, improvements and industry initiatives that would benefit the client.

Responsibilities include but not limited to the following:

Maintain strong client & internal relationships / direct client engagement

  • Manage the day to day treasury client relationship

  • Build trust with the client and expand existing relationship through at least semi-annual calling

  • Maintain a strong working relationship with the client team

  • Identify cross-sell opportunities through account analysis & regular client interaction

  • Manage client escalations and keep internal team informed

  • Protect and grow revenue

  • Monitor revenue on closed deals to ensure revenue realization

  • Manage additional business requests or modifications to existing client structure

  • Ensure active engagement of deals in implementation and drive revenue ramp up for new business won “mandate to close”

  • Attend complex implementation calls as required - escalate potential roadblocks early

  • Ensure service and fulfilment related requests/queries are directed to the relevant teams accordingly

  • Respond to all client and partner requests in a timely manner and keep stakeholders up-to-date on progress

Manage pipeline

  • Manage all deal stages on Navigator for originated deals

  • Enter all TSCO led deals in Navigator

  • Ensure deal status is updated regularly

Pricing

  • Maintain pricing for clients (pricing changes, new services) and ensure all products and services are billed accordingly

  • Conduct regular pricing and interest rate reviews

  • Request for Proposal (RFP) Processes

  • Manage re-bids

Other

  • Other  - Additional locations may be considered for BB GTS candidates

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:

  • 4-5 years of work experience in the treasury management field

  • Strong and demonstrated client facing skills; able to clearly communicate and influence clients and business partners over the phone

  • Working knowledge of Bank of America operating platforms (IMPACS, Navigator, GFO)

  • Working knowledge of GTS products, capabilities and applicability to various client segments

  • Strong client selection discipline and understanding of Risk Framework; Proficient in identifying and managing appropriate risk

  • Ability to grow relationships and develop new revenue opportunities

  • Effective communication with client and internal business partners

  • Strong organizational skills and time management

  • B.S. or B.A. degree

Desired Skills:

  • Passionately curious – motivated by understanding client relationships, areas for growth, efficiencies and making practical, meaningful suggestions to simplify and improve

  • Courageous; innate comfort in challenging status quo, debating issue that negatively impact client experience and shareholder value

  • Demonstrates accountability end-to-end, irrespective of issue, ability to coach/mentor junior associates and work independently

  • Knowledge of bank network and effective business partnering

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Monday - Friday, 8am - 5pm

Referral Bonus Amount:

0

Job Description:

GTS Overview

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.

Treasury Sales Client Officers are responsible for managing day to day relationships with clients.  The primary responsibilities include retaining existing revenue, seeking opportunities to deepen solutions per relationship, manage pricing & profitability, and direct phone/web-based clients calling.

The TSCO will liaise regularly with partners on fulfillment requests. The TSCO is responsible for coordinating regular relationship review meetings with the client team and will look at any process inefficiencies, improvements and industry initiatives that would benefit the client.

Responsibilities include but not limited to the following:

Maintain strong client & internal relationships / direct client engagement

  • Manage the day to day treasury client relationship

  • Build trust with the client and expand existing relationship through at least semi-annual calling

  • Maintain a strong working relationship with the client team

  • Identify cross-sell opportunities through account analysis & regular client interaction

  • Manage client escalations and keep internal team informed

  • Protect and grow revenue

  • Monitor revenue on closed deals to ensure revenue realization

  • Manage additional business requests or modifications to existing client structure

  • Ensure active engagement of deals in implementation and drive revenue ramp up for new business won “mandate to close”

  • Attend complex implementation calls as required - escalate potential roadblocks early

  • Ensure service and fulfilment related requests/queries are directed to the relevant teams accordingly

  • Respond to all client and partner requests in a timely manner and keep stakeholders up-to-date on progress

Manage pipeline

  • Manage all deal stages on Navigator for originated deals

  • Enter all TSCO led deals in Navigator

  • Ensure deal status is updated regularly

Pricing

  • Maintain pricing for clients (pricing changes, new services) and ensure all products and services are billed accordingly

  • Conduct regular pricing and interest rate reviews

  • Request for Proposal (RFP) Processes

  • Manage re-bids

Other

  • Other  - Additional locations may be considered for BB GTS candidates

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:

  • 4-5 years of work experience in the treasury management field

  • Strong and demonstrated client facing skills; able to clearly communicate and influence clients and business partners over the phone

  • Working knowledge of Bank of America operating platforms (IMPACS, Navigator, GFO)

  • Working knowledge of GTS products, capabilities and applicability to various client segments

  • Strong client selection discipline and understanding of Risk Framework; Proficient in identifying and managing appropriate risk

  • Ability to grow relationships and develop new revenue opportunities

  • Effective communication with client and internal business partners

  • Strong organizational skills and time management

  • B.S. or B.A. degree

Desired Skills:

  • Passionately curious – motivated by understanding client relationships, areas for growth, efficiencies and making practical, meaningful suggestions to simplify and improve

  • Courageous; innate comfort in challenging status quo, debating issue that negatively impact client experience and shareholder value

  • Demonstrates accountability end-to-end, irrespective of issue, ability to coach/mentor junior associates and work independently

  • Knowledge of bank network and effective business partnering

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22001277

Band: H6

Manages People: No

Travel: Yes, 10% of the time

Manager:

Talent Acquisition Contact:

Bradley Soltis

Referral Bonus:

0