Treasury Sales Officer III

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

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

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 that have a strong sense of ownership and the  ability to see what's next in treasury management. The future of treasury management is here at Bank of America.

• The Treasury Sales Officer (TSO) will be responsible for managing and aggressively growing treasury revenue across a portfolio of highly complex and high value Large Corporate Natural Resource (NRG) clients.  He or she will partner with Corporate Bankers,  Liquidity, Payments and Receivables, Trade, Card and Foreign Exchange partners and others across the enterprise to develop customized treasury solutions that meet client objectives. 

• The TSO will focus on growth of new and underpenetrated client relationships and expansion of existing relationships with a consultative selling approach and deep client engagement.

• The TSO will be accountable for revenue growth, profitability, client planning, client calling intensity, portfolio development, pricing strategy, and proposal/presentation development/delivery.

• The TSO will maintain a strong client focus, treasury industry expertise, understanding of the evolving innovation 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. 

Responsibilities:

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

• Collaborates with bankers and Product Specialists across the enterprise to develop customized treasury solutions by identifying new opportunities based on client-focused cost and benefit analysis and bank-focused profitability analysis

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

• Advises within 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

• Influences 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

• Leads, coaches, and develops Treasury Sales Analysts (TSAs), Treasury Sales Officers (TSOs), and Treasury Sales Client Officers (TSCOs) in day-to-day support of client deliverables

• Maintains regular client interactions and deepens those relationships with on-site or virtual meetings, industry conferences, roundtables, and client events

Required Qualifications:

• 10+ years of experience in Treasury sales or a similar role

• Treasury / cash management industry experience, including global product knowledge and industry trends

• Ability to travel 50% of the time

• Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds

• Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities

• Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo

• Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge

• Excellent verbal/ written communication and presentation skills

• Proven negotiation and active listening skills

• Business development and relationship management skills with a corporate client set.

• Excellent critical/strategic thinking and problem resolution skills

• Ability to demonstrate creative thinking while adhering to guidelines

• Strong business/financial acumen

• Proven ability to foster strong partnerships within the core team and the ability to build trust and deep, market differentiating relationships with clients

• Strong time management and prioritization skills

• Ability to effectively manages risk while balancing the needs of the client, the team, and the bank

• Able to effectively work as an individual contributor as well as a supportive and collaborative team member, proactively engaging and mobilizing internal partners in a fast paced environment

• Strong executive presence both internally/externally

Required Qualifications:

• NRG Industry knowledge especially desired around the Power sub-sector

• US and Global treasury management and product knowledge, Certified Treasury Professional or equivalent

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

• Ability to lead global coverage, service and fulfillment teams while effectively delegating tasks

• Exercises the desire to mentor and sponsor other associates

Skills:

• Account Management

• Business Development

• Client Management

• Client Solutions Advisory

• Customer and Client Focus

• Coaching

• Portfolio Analysis

• Presentation Skills

• Relationship Building

• Sales Strategy

• Collaboration

• Critical Thinking

• Oral Communications

• Prioritization

• Prospecting

Shift:

Hours Per Week: