Treasury Sales Client Officer II
About the role
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 seek highly motivated, self-starters who can advocate for our clients by providing liquidity management, payments and receipts, trade and supply chain finance, FX, and commercial card services, complementing high tech with a personalized touch. This role challenges the status quo and influences peers with diverse points of view, focusing on the future of treasury management.
Reporting to the Head of US Treasury Sales Client Officers (TSCO), the TSCO will manage and aggressively grow treasury revenue and profitability across a portfolio of current and prospective Fortune 500 global companies in the Large Corporate sectors. You will partner with Corporate Bankers, Liquidity, Investment, Payments, Receivables, Foreign Exchange, Card, Trade, and Service teams to present customized working capital and treasury solutions that meet client objectives.
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 digitize payments/receipts.
- Participates in the Client Management Process, focusing on client relationship development from growth of new relationships to deepening existing ones through thoughtful identification of client needs.
- Builds relationships with internal business partners and key client decision-makers; completes account/portfolio business reviews.
- Ensures service and fulfillment-related requests/queries are directed to the relevant teams, responding to all client and partner requests in a timely manner and keeping stakeholders updated 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.
- Proactively broadens product knowledge and remains current with evolving solutions, business partner and market trends, and industry updates.
- Delivers the voice of the client back into product partners and across the enterprise.
- Develops strong working relationships with all partners; shares ideas and best practices within the GPS Sales team.
- Owns ad hoc projects.
Requirements
- Minimum 3 years of experience in a comparable role (e.g., TSA or TSO).
- Ability to travel at least 5% of the time; most client interactions will be virtual.
- Motivating team player who values collaboration, celebrates shared success, and actively seeks and appreciates diverse thoughts and backgrounds.
- Highly engaged teammate whose intensity and intentions align with our work for clients and communities.
- Embraces out-of-the-box ideas and solutions, challenges the status quo, and has a future-forward mindset.
- Strong communicator who values giving and receiving feedback, builds relationships easily, and is quick-thinking, flexible, and always learning and sharing knowledge.
- Successful history of direct treasury management sales experience with US domestic and global solutions (including liquidity strategies, foreign exchange, and trade).
- Broad and deep familiarity with global treasury management products, services, and trends.
- Proven business development and relationship management skills with a corporate client set.
- Excellent verbal/written communication and presentation skills.
- Proven negotiation and active listening skills with strong executive presence.
- Ability to foster strong partnerships within the core team and build sincere rapport with client contacts.
Qualifications
- B.S. or B.A. in finance, accounting, management, or another undergraduate degree preferred.
- Intrinsically motivated to continuously improve processes and/or one’s own education.
- Ability to lead small groups while effectively delegating tasks.
- Desire to mentor and sponsor other Associates.
- Certified Treasury Professional certification or equivalent.
- Multi-lingual skills preferred.
- Coverage of global corporations in a comparable role is advantageous.
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
Schedule
1st shift (United States of America), 40 hours per week.