Treasury Sales Officer

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
 

This job is responsible for the delivery of integrated treasury solutions to Corporate clients and prospects key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities. Job expectations include providing product knowledge to deliver the best possible solution to meet the client and prospect’s needs.

Responsibilities:

• The Treasury Sales Officer (TSO) will be responsible for managing and aggressively treasury portfolio; 

• The TSO will focus on growth of new and underpenetrated client relationships 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;

• Ensures responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations;

• Partners with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client-focused cost and benefit analysis and bank-focused profitability analysis;

• Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth;

• Participates actively in the Client Management Process (CMP), focusing on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs;

• Fosters digital adoption by driving mobile, digital, and real time payments adoption and manages strategic dialogues around key client centric issues, while leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning;

• Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure.

Skills:

• Account Management

• Business Development

• Client Management

• Client Solutions Advisory

• Customer and Client Focus

• Critical Thinking

• Portfolio Analysis

• Presentation Skills

• Relationship Building

• Sales Strategy

• Coaching

• Collaboration

• Oral Communications

• Prioritization

• Prospecting