Treasury Sales Client 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:

Treasury Sales Client Officers are responsible for managing day to day relationships with clients.  The primary responsibilities include retaining and growing existing revenue, seeking opportunities to deepen solutions per relationship, manage pricing & profitability, and direct phone/web-based client calling.

The TSCO will work regularly with partners on fulfillment requests. The TSCO is responsible for coordinating regular relationship review meetings with the client team and will look at any process inefficiencies, improvements and industry initiatives that would benefit the client. 

• Manage the day to day treasury sales effort for the client relationship

• Build trust with the client and expand existing relationship through at least semi-annual calling

• Maintain a strong working relationship with the client team

• Identify cross-sell opportunities through account analysis & regular client interaction

• Manage client escalations and keep internal team informed

• Protect and grow revenue

Job Requirements:

• 3+ years of experience of prior treasury sales experience

• B.S/ B.A. degree or equivalent work experience

• Product and financial acumen

• Ability to interact with and influence people internally and externally by expert use of verbal and written communication and through strong presentation skills

• Ability to read and leverage data to proactively identify trends and opportunities

• Strong ability to organize, prioritize and balance multiple sales activities

• A deep understanding of bank structure and the operational aspects of global cash management products and services

• Understanding of and adherence to risk guidelines to proficiently identify, manage and escalate risk to grow the business responsibly

• Passionately curious, courageous, knowledge of bank network and effective business partnering

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: