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Treasury Sales Client Officer I

San Francisco, California;

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.


Job Description

  • The Treasury Sales Consultant Officer (TSCO) is responsible for managing a portfolio of 70-100 relatively smaller and less complex FPHC clients
  •  The TSCO has end-to-end treasury client responsibility, including all support functions typical of a TSA role
  • Drive client satisfaction by being responsive, supportive and efficient
  •  Deliver responsible growth by identifying solutions matching client needs, drive digital adoption
  •  Schedule and perform client portfolio reviews, be knowledgeable about treasury products and services and be consultative around treasury trends and best practices.
  • Manage the sales pipeline; ensuring deals are properly identified as pending or closed and with estimated close date.
  •  Accountable for accuracy of sales data within source systems (e.g. Tableau, Deal Pipeline, client plans, call reports, Navigator, etc.), and other sales tracking systems which may be developed.
  •  Assist clients in navigating the bank by educating the client on the Client Service and Fulfillment model as well as other partners roles/responsibilities.
  •  Prepare account schematics when needed, proposal documents and sales presentations.
  • Partner with Fulfillment team to ensure timely delivery of Treasury Solutions to our clients and post-sale satisfaction.
  •  Daily email, WebEx and phone client communication.

Required Skills: "Must have these skills to be minimally qualified.

  • Minimum of 5 years experience
  •  To be successful in the role, the TSCO must have strong treasury sales, negotiation, advisory and relationship management skills leveraging extensive product knowledge
  • Excellent creativity with communication (verbal and written) and WebEx / zoom presentation skills. Needs to be professional and articulate presenting via video conference
  • Aptitude for embracing innovation and demonstrating how digitization can be value add
  •  Strong partnering, time management, organizational and planning skills
  • Experience navigating large matrixed banking environment
  • Strong command of Treasury products
  • Ability to manage clients across a broad geography and time zones. At times requires flexible working hours
  •  Excellent MS Office (Word/Excel/PowerPoint/Outlook) skills
  • B.S. or B.A. in finance, accounting, management, or another undergraduate degree

Desired Skills:

  •  Treasury  Sales experience
  • Not-For-Profit, Higher Education or Healthcare banking /Revenue Cycle experience
  • Card solution experience

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.


Job Description

  • The Treasury Sales Consultant Officer (TSCO) is responsible for managing a portfolio of 70-100 relatively smaller and less complex FPHC clients
  •  The TSCO has end-to-end treasury client responsibility, including all support functions typical of a TSA role
  • Drive client satisfaction by being responsive, supportive and efficient
  •  Deliver responsible growth by identifying solutions matching client needs, drive digital adoption
  •  Schedule and perform client portfolio reviews, be knowledgeable about treasury products and services and be consultative around treasury trends and best practices.
  • Manage the sales pipeline; ensuring deals are properly identified as pending or closed and with estimated close date.
  •  Accountable for accuracy of sales data within source systems (e.g. Tableau, Deal Pipeline, client plans, call reports, Navigator, etc.), and other sales tracking systems which may be developed.
  •  Assist clients in navigating the bank by educating the client on the Client Service and Fulfillment model as well as other partners roles/responsibilities.
  •  Prepare account schematics when needed, proposal documents and sales presentations.
  • Partner with Fulfillment team to ensure timely delivery of Treasury Solutions to our clients and post-sale satisfaction.
  •  Daily email, WebEx and phone client communication.

Required Skills: "Must have these skills to be minimally qualified.

  • Minimum of 5 years experience
  •  To be successful in the role, the TSCO must have strong treasury sales, negotiation, advisory and relationship management skills leveraging extensive product knowledge
  • Excellent creativity with communication (verbal and written) and WebEx / zoom presentation skills. Needs to be professional and articulate presenting via video conference
  • Aptitude for embracing innovation and demonstrating how digitization can be value add
  •  Strong partnering, time management, organizational and planning skills
  • Experience navigating large matrixed banking environment
  • Strong command of Treasury products
  • Ability to manage clients across a broad geography and time zones. At times requires flexible working hours
  •  Excellent MS Office (Word/Excel/PowerPoint/Outlook) skills
  • B.S. or B.A. in finance, accounting, management, or another undergraduate degree

Desired Skills:

  •  Treasury  Sales experience
  • Not-For-Profit, Higher Education or Healthcare banking /Revenue Cycle experience
  • Card solution experience

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22003360

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Bradley Soltis

Referral Bonus:

0