
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:
H6Shift:
1st shift (United States of America)Hours Per Week:
40Weekly Schedule:
Monday - Friday, 8am - 5pmReferral Bonus Amount:
0Job 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:
40Learn more about this role