Treasury Sales Client Officer II

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:

Treasury Sales Client Officer is responsible for delivery of integrated treasury solutions to Private Bank clients. Partner closely with client-facing teammates to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client. TSCO is an extension of the Private Bank team working with Private Bank clients which typically include Family Offices, Real Estate, Private Equity and Business Owners.

In this hybrid junior sales/treasury analyst role, key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio; partnering closely with client-facing teammates to consult on sales opportunities; as well as providing product expertise to deliver the best possible solution that meets the objectives of the client/prospect.

Responsibilities:
• Drives responsible revenue and balance sheet growth, profitability improvement, client calling (typically virtual) and planning, portfolio development, pricing strategy, proposal responses, and leading client facing treasury presentations
• Partners with bankers, onboarding, servicing, and product specialists across the enterprise to develop and implement customized treasury solutions by identifying solutions based on client-focused cost/benefit analysis and bank-focused profitability analysis
• In partnership with Private Bank, leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and YoY growth
• Fosters digital adoption by driving mobile, and digital payments adoption and manages strategic dialogues around key client centric issues — leveraging best practices, peer benchmarking, industry data analytics and solutioning positioning
• Collaborates coverage with Treasury Sales Analysts (TSA) and Treasury Sales Officers (TSO) in day-to-day support of client deliverables, with direct end to end coverage responsibilities for less complex and/or mature existing Private Bank relationships to ensure strong client coverage and identify new opportunities

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

Minimum 4+ years of Treasury/Cash Management Sales experience

Excellent communication, presentation, interpersonal and organizational skills.

• Authentic and Passionate: Seeking a highly engaged teammate whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities

• Confident and Agile: Seeking a strong communicator who values giving and receiving feedback, easily builds relationships, and who is quick thinking, flexible, and always learning and sharing knowledge; Sense of urgency is paramount.

• Bachelor’s degree or equivalent work experience.

• Intellectually curious and motivated to continuously improve processes

• Sales and client relationship experience

* Working knowledge of treasury management products and services

• Excellent verbal/ written communication and presentation skills

• 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

• Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction; self-sufficient and takes initiative

• 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

*Certified Treasury Professional certification or equivalent a plus  

Other Skills:

• Account Management
• Client Management
• Customer and Client Focus
• Oral Communications
• Presentation Skills
• Client Solutions Advisory
• Critical Thinking
• Portfolio Analysis
• Problem Solving
• Relationship Building
• Active Listening
• Coaching
• Collaboration
• Prioritization
• Written Communications

Shift:

Hours Per Week: