girl looking into her desktop
Back to search results

Treasury Sales Client Officer

Mexico City, , Mexico

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. 

Responsibilities:

  • The Treasury Sales Officer (TSO) will be responsible for managing and aggressively growing treasury revenue across a portfolio of Large Multinational clients in Mexico .  He or she will partner with Corporate Bankers, Trade, Liquidity, Investment, Foreign Exchange partners and others across the enterprise to develop customized treasury solutions that meet client objectives. 

  • The TSO will focus on growth of new and underpenetrated Large Multinational logos and expansion of existing relationships.

  • The TSO will be accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal/presentation development/delivery.

  • The TSO will maintain a strong client focus, treasury industry expertise, understanding of the evolving tech, innovation and ESG landscape, client subsector expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services.   

  • The TSO will possess strong communication and interpersonal skills, the ability to influence, lead and mobilize business partners, and appropriate financial acumen.

  • The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves. 

Required Skills:

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. Successful history of direct treasury management sales experience (including but not limited to liquidity strategies, foreign exchange, and trade)

  • Proven business development and relationship management skills with Large Multinationals in Mexico

  • Deep knowledge and expertise on Mexico treasury management and/or product knowledge

  • Excellent verbal/ written communication and presentation skills in Spanish and English

  • Proven negotiation and active listening skills

  • Excellent critical/strategic thinking and problem resolution skills

  • Successfully demonstrates creative thinking while adhering to guidelines

  • Strong business/financial acumen

  • 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

  • Successfully maneuvers throughout the enterprise

  • Proactively engages all internal partners for sales opportunities

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

  • Able to effectively work as an individual contributor as well as a close team member in a fast paced environment

  • Broad and deep familiarity with global treasury management products, services and trends

  • Ability to function effectively under time pressure as an individual contributor

  • Collaborative approach to business in support of close team environment

  • Strong Executive presence both internally/externally

  • Bachelor's degree

  • At least 3 year of experience as a Treasury Sales Officer  

Desired Skills

  • Intrinsically motivated to continuously improve processes and/or one's own education

  • Ability to lead small groups while effectively delegating tasks

  • Exercises the desire to mentor and sponsor other Associates

Al Final

What Bank of America Offers?

Bank of America embodies a culture that extends from how we think, to how we behave, and to how we measure performance. By achieving excellence - in everything we do, every time we do it - we deliver the full value of Bank of America for our clients, our shareholders, and our employees.

Bank of America places a high value on talent and on maintaining a culture defined by meritocracy. For these reasons, it is deeply committed to professional development, opportunity, and accountability at all levels of the organization.

Bank of America is an Equal Opportunity Employer.

Bank of America encourages applications from all qualified individuals. Applicants with disabilities may notify us of any accommodations needed to support your participation in the recruitment process. We wish to thank all applicants for their interest and effort in applying. Please be aware that only candidates selected for interviews will be contacted for this position.

Bank of America N.A. Member FDIC © 2022 Bank of America Corporation. All rights reserved.

Job Band:

H6

Shift: 

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. 

Responsibilities:

  • The Treasury Sales Officer (TSO) will be responsible for managing and aggressively growing treasury revenue across a portfolio of Large Multinational clients in Mexico .  He or she will partner with Corporate Bankers, Trade, Liquidity, Investment, Foreign Exchange partners and others across the enterprise to develop customized treasury solutions that meet client objectives. 

  • The TSO will focus on growth of new and underpenetrated Large Multinational logos and expansion of existing relationships.

  • The TSO will be accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal/presentation development/delivery.

  • The TSO will maintain a strong client focus, treasury industry expertise, understanding of the evolving tech, innovation and ESG landscape, client subsector expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services.   

  • The TSO will possess strong communication and interpersonal skills, the ability to influence, lead and mobilize business partners, and appropriate financial acumen.

  • The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves. 

Required Skills:

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. Successful history of direct treasury management sales experience (including but not limited to liquidity strategies, foreign exchange, and trade)

  • Proven business development and relationship management skills with Large Multinationals in Mexico

  • Deep knowledge and expertise on Mexico treasury management and/or product knowledge

  • Excellent verbal/ written communication and presentation skills in Spanish and English

  • Proven negotiation and active listening skills

  • Excellent critical/strategic thinking and problem resolution skills

  • Successfully demonstrates creative thinking while adhering to guidelines

  • Strong business/financial acumen

  • 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

  • Successfully maneuvers throughout the enterprise

  • Proactively engages all internal partners for sales opportunities

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

  • Able to effectively work as an individual contributor as well as a close team member in a fast paced environment

  • Broad and deep familiarity with global treasury management products, services and trends

  • Ability to function effectively under time pressure as an individual contributor

  • Collaborative approach to business in support of close team environment

  • Strong Executive presence both internally/externally

  • Bachelor's degree

  • At least 3 year of experience as a Treasury Sales Officer  

Desired Skills

  • Intrinsically motivated to continuously improve processes and/or one's own education

  • Ability to lead small groups while effectively delegating tasks

  • Exercises the desire to mentor and sponsor other Associates

Al Final

What Bank of America Offers?

Bank of America embodies a culture that extends from how we think, to how we behave, and to how we measure performance. By achieving excellence - in everything we do, every time we do it - we deliver the full value of Bank of America for our clients, our shareholders, and our employees.

Bank of America places a high value on talent and on maintaining a culture defined by meritocracy. For these reasons, it is deeply committed to professional development, opportunity, and accountability at all levels of the organization.

Bank of America is an Equal Opportunity Employer.

Bank of America encourages applications from all qualified individuals. Applicants with disabilities may notify us of any accommodations needed to support your participation in the recruitment process. We wish to thank all applicants for their interest and effort in applying. Please be aware that only candidates selected for interviews will be contacted for this position.

Bank of America N.A. Member FDIC © 2022 Bank of America Corporation. All rights reserved.

Learn more about this role

Full time

JR-22088637

Band: H6

Manages People:

Manager:

Talent Acquisition Contact:

Regina Martinez

Referral Bonus:

0