Treasury Sales Officer I

About the role

At Bank of America, we are dedicated to helping our clients manage their financial needs through innovative treasury solutions. We are seeking a Treasury Sales Officer I to join our team.

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
• Pairs with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client-focused cost and benefit analysis and bank-focused profitability analysis
• Led pricing and negotiation discussions with the client for treasury management products 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 through thoughtful identification of client needs
• Fosters 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
• 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 time in normal environment
• 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 a complex clients
• Excellent verbal and written communication and presentation skills. Proven negotiation and active listening skills. Strong executive presence
• Adept at critical and strategic thinking and problem resolution. Strong business/financial acumen. Ability to successfully maneuver through the enterprise, engage partners and escalate as needed. Demonstrates the ability to foster strong partnerships within the core team. Effectively manages competing priorities in an organized fashion while maintaining a consistent high level of client satisfaction. Able to effectively work as an individual contributor as well as a close team member in a fast paced environment. Effectively manages risk while balancing the needs of the client, the team, and the bank

Qualifications

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

Desired Skills

• Inclusive and Inspiring: Seeking motivating team players who value collaboration, hard work, and celebrating shared success
• Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align with the work we are doing for our clients and in our communities
• Innovative and Curious: 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
• Confident and Agile: Seeking strong, clear communicators who value giving and receiving feedback, easily build relationships, act decisively while being flexible and continuing to learn in the role