Treasury Sales Officer

About the role

This role leads product experts supporting Global Transaction Services in client engagements, account management, closing complex and high-dollar deals, and emerging solution opportunities with strategic clients. Key responsibilities include participating as the product sales or industry expert in client calls, identifying opportunities, influencing solutions, and driving collaboration between product, sales, and client relationship teams to package market-leading solutions that address client challenges.

At Bank of America, we turn technology advances into treasury solutions for clients globally across all segments and industries. We seek highly motivated, self-starting individuals who can advocate for clients by providing liquidity management, global payments and receipts, FX, and commercial card services, complementing technology with a personalized touch. Forward-thinking professionals who challenge the status quo and embrace innovation in treasury management are ideal for this role.

Responsibilities

• Manage and aggressively grow treasury revenue and profitability across a portfolio of Fortune 500 global companies within the Global Large Corporate Consumer and Retail Group.
• 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.
• Act as a digital ambassador driving adoption of mobile, digital, and real-time payments.
• Lead strategic dialogues around key client-centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solution positioning.
• Accountable for revenue and product growth, client calling initiatives, portfolio development, pricing, RFP/RFI responses, call preparation, and leading client-facing treasury presentations.
• Identify and evaluate treasury solutions based on client-focused cost/benefit analysis and bank-focused profitability analysis.
• Maintain strong client focus while understanding the operational aspects of the bank, with awareness of treasury products and services used by clients.
• Drive and be accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal/presentation development and delivery.
• Focus on client relationship development, from growing new relationships to deepening existing ones through thoughtful identification of client needs.
• Ensure responsible revenue and balance sheet growth, profitability improvement, and client satisfaction.
• Partner with bankers and product specialists to develop customized treasury solutions.
• Lead pricing and negotiation discussions to optimize relationship profitability and year-over-year growth.
• Coach and mentor Treasury Analysts and collaborate with Servicing and Implementation teams to support client needs and deliver solutions.

Requirements

• 5 years of Treasury Sales Officer experience.
• Ability to travel up to 50% of the time.
• Successful track record in treasury management sales.
• Broad and deep familiarity with global treasury management products, services, and trends.
• Proven business development and relationship management skills with complex clients.
• Excellent verbal and written communication and presentation skills.
• Proven negotiation and active listening skills with strong executive presence.
• Adept at critical and strategic thinking and problem resolution.
• Strong business and financial acumen.
• Ability to maneuver through the enterprise, engage partners, and escalate as needed.
• Demonstrates ability to foster strong partnerships within the core team.
• Effectively manages competing priorities in an organized fashion while maintaining high client satisfaction.
• Able to work as an individual contributor and as a team member in a fast-paced environment.
• Effectively manages risk while balancing the needs of the client, team, and bank.

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

Qualifications

• B.S. or B.A. in finance, accounting, management, or another undergraduate degree (desired).
• Certified Treasury Professional (CTP) or equivalent certification (desired).
• MBA or equivalent (desired).
• International Cash Management, Card Solutions, and/or Trade & Supply Chain Finance experience (desired).
• Experience mentoring and sponsoring other associates (desired).

Schedule

1st shift (United States of America), 40 hours per week.