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 an 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.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

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

Job Responsibilities:

This job is responsible for the delivery of integrated treasury solutions to clients and prospects that may be in the United States (US) or global. 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.

This TSO role is will cover a broad range of private and publicly held middle market companies in the norther New England market across a GCB team with numerous relationship managers.  The portfolio profile is driven by international and large scale domestic retail, manufacturing, legal, staffing and financial institution firms. 

The candidate will have a solid understanding of treasury software, tools, and integration with bank systems. The TSO will partner closely with Relationship Managers and other key partners in Credit, Card and Currency Risk Management 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 build deep understanding of clients, introduce ideas and formally propose solutions.

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

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

Job Requirements:

• Minimum 2+ years of Treasury/Cash Management Sales

• Experience selling to Commercial banking clients

• Bachelor’s degree or equivalent work experience

• Sales and client relationship experience

• Strong knowledge of treasury management products and services

• Excellent verbal/ written communication and presentation skills

• Critical/strategic thinking and problem resolution skills

• Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction

• Proactively engages all internal partners for sales opportunities

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