Treasury Sales Officer I

About the Role

At Bank of America, we are dedicated to turning technology advances into treasury solutions for our clients globally. We are looking for highly motivated, self-starters to join our team as a Treasury Sales Officer (TSO), managing and growing treasury revenue across a portfolio of Large Corporate TMT clients.

Responsibilities

• Ensures responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client-facing treasury presentations.
• Partners with bankers and product specialists to develop customized treasury solutions based on client-focused cost and benefit analysis and bank-focused profitability analysis.
• Leads pricing and negotiation discussions with clients to optimize relationship profitability and Year over Year (YoY) growth.
• Participates actively in the Client Management Process (CMP), focusing on client relationship development from growth of new client relationships to deepening existing relationships.
• Fosters digital adoption by driving mobile, digital, and real-time payments adoption and manages strategic dialogues around key client-centric issues.
• Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure.

Requirements

• Ability to travel up to 50% of the time.
• Successful track record in treasury management sales with 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/financial acumen.
• Ability to foster strong partnerships within the core team and manage competing priorities effectively.

Qualifications

• B.S. or B.A. in finance, accounting, management, or another undergraduate degree (desired).
• Certified Treasury Professional Certification (CTP) or equivalent (desired).
• MBA or equivalent (desired).

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

Shift: 1st shift (United States of America) | Hours Per Week: 40