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Treasury Sales Officer II

Boston, Massachusetts;

Job Description:

Responsible for delivery of integrated treasury solutions to Global Corporate Banking clients. Partner closely with client-facing teammates in GBAM to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client.

At Bank of America, each day brings innovation and opportunity. We are looking for a highly motivated self-starter who can advocate for our clients in providing liquidity management, payments and receipts,  FX and commercial card services, complementing high tech with a personalized touch. Forward thinkers with a passion for helping our clients use technology to advance their treasury practices will be successful in this role.

The Global Treasury Sales Officer (TSO) is responsible for managing and growing a portfolio of Auto Dealer clients and prospective clients located in the Northeast and Mid-Atlantic. Target clients have revenue between $250million-$3billion+ across multiple stores. The successful candidate will understand and influence clients’ treasury objectives and processes,  and will recommend and close sale of bank services to address those needs.  The candidate will have a solid understanding of treasury software, tools, and integration with bank systems. The TSO will partner closely with the Relationship Manager and other key partners in Credit, Card and Merchant Services to develop and execute a deepening strategy for each client and an advancement strategy for each prospect, including regular in-person and video meetings to introduce ideas and formally propose solutions. The role will require travel within the geographic territory, including overnight travel. Clear and constant communication with key partners is essential.

TSO is accountable for meeting targets for revenue growth, high-quality value-add client engagement across the coverage universe, and portfolio pricing and profitability.

Participation in projects to advance our broader business and coaching of junior team members, especially Treasury Sales Associates and Analysts, is expected.

Required Skills:

•Successful history of direct treasury management sales experience to companies and understanding of corporate treasury processes and tools.

•Ability to travel to call on geographically dispersed clients; travel 50%.

•Excellent verbal/ written communication and presentation skills

•Strong understanding of treasury technologies and emerging trends and ability to advise clients on these points.

•Excellent critical/strategic thinking and listening skills

•Strong business/financial acumen

•Demonstrates the ability to foster strong partnerships with teammates 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

•Effectively manages risk while balancing the needs of the client, the team, and the bank

•Able to effectively work in a fast paced environment

•B.S. or B.A. in finance, accounting, management, or another undergraduate degree

Desired Skills:

Familiarity with the Auto Retail business, sector technology and treasury practices is a plus

CTP is a plus

Job Band:

H4

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Monday-Friday 8am-5pm

Referral Bonus Amount:

0

Job Description:

Responsible for delivery of integrated treasury solutions to Global Corporate Banking clients. Partner closely with client-facing teammates in GBAM to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client.

At Bank of America, each day brings innovation and opportunity. We are looking for a highly motivated self-starter who can advocate for our clients in providing liquidity management, payments and receipts,  FX and commercial card services, complementing high tech with a personalized touch. Forward thinkers with a passion for helping our clients use technology to advance their treasury practices will be successful in this role.

The Global Treasury Sales Officer (TSO) is responsible for managing and growing a portfolio of Auto Dealer clients and prospective clients located in the Northeast and Mid-Atlantic. Target clients have revenue between $250million-$3billion+ across multiple stores. The successful candidate will understand and influence clients’ treasury objectives and processes,  and will recommend and close sale of bank services to address those needs.  The candidate will have a solid understanding of treasury software, tools, and integration with bank systems. The TSO will partner closely with the Relationship Manager and other key partners in Credit, Card and Merchant Services to develop and execute a deepening strategy for each client and an advancement strategy for each prospect, including regular in-person and video meetings to introduce ideas and formally propose solutions. The role will require travel within the geographic territory, including overnight travel. Clear and constant communication with key partners is essential.

TSO is accountable for meeting targets for revenue growth, high-quality value-add client engagement across the coverage universe, and portfolio pricing and profitability.

Participation in projects to advance our broader business and coaching of junior team members, especially Treasury Sales Associates and Analysts, is expected.

Required Skills:

•Successful history of direct treasury management sales experience to companies and understanding of corporate treasury processes and tools.

•Ability to travel to call on geographically dispersed clients; travel 50%.

•Excellent verbal/ written communication and presentation skills

•Strong understanding of treasury technologies and emerging trends and ability to advise clients on these points.

•Excellent critical/strategic thinking and listening skills

•Strong business/financial acumen

•Demonstrates the ability to foster strong partnerships with teammates 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

•Effectively manages risk while balancing the needs of the client, the team, and the bank

•Able to effectively work in a fast paced environment

•B.S. or B.A. in finance, accounting, management, or another undergraduate degree

Desired Skills:

Familiarity with the Auto Retail business, sector technology and treasury practices is a plus

CTP is a plus

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22052326

Band: H4

Manages People: No

Travel: Yes, 50% of the time

Manager:

Talent Acquisition Contact:

Valarie Dillahunt

Referral Bonus:

0