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Treasury Sales Officer

Charlotte, North Carolina
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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 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:

As a Treasury Sales Officer (TSO) aligned to Business Banking Transaction Services in the Mid Atlantic market, you’ll partner closely with Relationship Managers (RMs) while overseeing a portfolio of US based, globally oriented companies. You’ll serve as a trusted advisor by offering industry leading expertise around global liquidity management, payables and receivables optimization, alternative and emerging payments, foreign exchange, working capital, and digital transformation.  You’ll strengthen existing connections and prospect new ones and introduce clients to strategic partners along the way as you deliver BofA’s globally consistent and locally relevant treasury platform.  Your day-to-day will also include:

  • Serving as the primary treasury relationship contact for CFOs, Treasurers, VPs of Finance, and Controllers

  • Creating a modern and seamless client experience via on-site and virtual meetings, industry conferences, roundtables, and client entertainment events

  • Sharing industry leading best practices, ideas, and strategies

  • Leading relationship pricing strategy and discussions

  • Collaborating with key partners from Global Treasury Sales, Global Liquidity, Enterprise Credit, Rates & Currencies, Investment Banking, Fulfillment and Servicing

  • Coaching and developing junior talent

Job Requirements:

  • At least 5 to 10 years of demonstrated success in direct sales roles in a treasury or cash management capacity

  • Bachelor's Degree or equivalent work experience

  • Strong business/financial acumen to align to core Key Performance Indicators within our clients treasury operations ecosystems

  • Demonstrates the ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts

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

  • Exercises the desire to mentor and sponsor other Associates

  • Certified Treasury Professional certification or equivalent is preferred

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:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

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Full time

JR-25030674

Manages People: No

Travel: Yes, 50% of the time

Age requirement: Must at least be 18 years of age.

Street Address

Primary Location:
620 S Tryon St, NC, Charlotte, 28255