Treasury Sales Client Officer II

Kansas City, Missouri; Dallas, Texas

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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 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:

This job is responsible for managing a portfolio of clients with duties that include developing measurable strategic plans to foster expansion, developing effective marketing and communication plans, and ensuring bank product offerings and service support meets client expectations. Job expectations include serving a lead role in the coordination of complex request for proposal processes together with the Treasury Sales teams, building partnerships with business partners and key client decision makers, and completing portfolio business reviews with a focus on revenue realization.

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

Responsible for delivery of integrated treasury solutions to clients within an assigned portfolio. Partners closely with client-facing teammates to consult on sales opportunities and provides the product expertise and consultation necessary to deliver the best possible solution to the client.
In this hybrid junior sales/treasury associate role, key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio; partnering closely with client-facing teammates to consult on sales opportunities; as well as providing product expertise to deliver the best possible solution that meets the objectives of the client/prospect
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.
Maintains a client focus, treasury industry expertise, client subsector expertise, and a broad understanding of the bank's structure
Drives revenue and profitability growth by identifying new opportunities and supporting clients with both strategic and tactical needs within the region of coverage
Develops data driven insights and presentations for clients, including recommendations to reduce risk, improve working capital, and digitization of payments/receipts, etc.
Participates in the Client Management Process that focuses on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs
Builds relationships with internal business partners and key client decision makers and completes account/portfolio business reviews
Ensures service and fulfilment related requests/queries are directed to the relevant teams accordingly, responding to all client and partner requests in a timely manner, and keeping stakeholders up-to-date on progress
Maintains pricing for clients (pricing changes, new services) and ensures all products and services are billed accordingly, while managing client escalations and keeping the internal team informed
Identifies cross-sell opportunities through account analysis & regular client interaction
Manages client escalations and keep internal team informed
Protects and grows revenue

Responsibilities:

Maintains a client focus, treasury industry expertise, client subsector expertise, and a broad understanding of the bank's structure
Drives revenue and profitability growth by identifying new opportunities and supporting clients with both strategic and tactical needs within the region of coverage
Develops data driven insights and presentations for clients, including recommendations to reduce risk, improve working capital, and digitization of payments/receipts, etc.
Participates in the Client Management Process that focuses on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs
Builds relationships with internal business partners and key client decision makers and completes account/portfolio business reviews
Ensures service and fulfilment related requests/queries are directed to the relevant teams accordingly, responding to all client and partner requests in a timely manner, and keeping stakeholders up-to-date on progress
Maintains pricing for clients (pricing changes, new services) and ensures all products and services are billed accordingly, while managing client escalations and keeping the internal team informed

Required Qualifications:

3 years of prior treasury sales 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

Desired Qualifications:

B.S. or B.A. in finance, accounting, management, or another undergraduate degree
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: