Treasury Sales Officer

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. 

Job Responsibilities:

• Engage with complex Not-For-Profit Healthcare, Private Higher Education and Not-for-Profit companies as their working capital, financial technology and operational advisor

• Articulate and understand the not-for-profit, healthcare and higher education environment with respect to reform and other industry issues – be able to engage in strategic conversations with C suite executives and Revenue Cycle teams

• Actively participate and lead speaking engagements associated with key industry organizations  - HFMA, NACUBO, etc

• Proactively create impactful client/prospect events centered on industry trends (Innovation, Fraud, Patient Satisfaction, System Integration, etc)

• Advise clients on P2E and digital strategies involving payments, receipts, liquidity, card solutions, revenue cycle solutions and  eCommerce

• Engage with driven and experienced client teams to keep momentum going with existing clients and prospects

• Create a strategic plan to foster growth of existing portfolio and acquisition of new clients

• Drive expansion of Solutions Per Relationship (SPR)

• Ensure client satisfaction through prompt, high impact engagement and superior service levels

• Create ongoing market strategy to sustain successful execution of business objectives

• To be successful in the role, the TSO must have strong treasury sales skills, relationship management skills and extensive product knowledge. Excellent organizational, interpersonal, financial acumen, communication and presentation skills are critical

Job Requirements:

• Proven track record of prospecting activities and execution

• Excellent creativity with communication (verbal and written) and presentation skills

• Excellent sales, negotiation and advisory skills

• Aptitude for embracing innovation and demonstrating how digitization can be value add

• Strong partnering skills

• Strong time management, organizational and planning skills

• Experience navigating large matrixed banking environment

• Strong command of Treasury products/2+ years experience

• Ability to manage clients across a geography

• Ability to manage multiple priorities B.S. or B.A. in finance, accounting, management or equivalent work experience

• For-profit, Not-For-Profit, Higher Education or Healthcare banking/Revenue Cycle experience, prior card experience and Certified Treasury Professional (CTP) is a plus 

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

Shift:

Hours Per Week: