Treasury Sales Officer I

About the role

At Bank of America, the Treasury Sales Officer (TSO) plays a crucial role in managing and growing treasury revenue across a portfolio of Large Corporate TMT clients. The TSO collaborates with various enterprise partners to develop tailored treasury solutions that align with client objectives.

Responsibilities

• Ensures responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, and leads client facing treasury presentations
• Pairs with bankers and product specialists 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 clients to optimize relationship profitability and Year over Year (YoY) growth
• Participates in the Client Management Process (CMP) to develop and deepen client relationships through thoughtful identification of client needs
• Fosters digital adoption by driving mobile, digital, and real-time payments adoption and managing strategic dialogues around key client-centric issues, 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 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 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, maintains high client satisfaction, works as an individual contributor and close team member in a fast-paced environment, manages risk while balancing client, team, and bank needs

Qualifications

• Bachelor’s or Master’s degree in finance, accounting, management, or related field
• Preferred: Certified Treasury Professional Certification (CTP) or equivalent, MBA or equivalent
• Inclusive and inspiring, authentic and passionate, innovative and curious, confident and agile