Treasury Sales Officer I - Global Payment Solutions - Business Banking

About the role

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

This job is responsible for the delivery of integrated treasury solutions to clients and prospects that may be in the United States (US) or global. Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities. Job expectations include providing product knowledge to deliver the best possible solution to meet the client and prospect’s needs.

Responsibilities

• Manage and actively pursue treasury revenue streams and product penetration across an assigned portfolio of Business Banking entities with corporate revenue values between $20 million to $50 million; pursue client prospect opportunities outside the portfolio when applicable
• Work closely with partners such as Client Managers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, Global Investment Advisors, Card Managers, Trade/SCF Advisors, Liquidity Specialists, and others across the enterprise to provide US and sometimes International treasury solutions
• Act as digital ambassador driving mobile, digital and real-time payments adoption
• Manage and lead strategic dialogues around key client-centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solution positioning
• Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, 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 operational aspects of the bank; maintain strong bank and industry awareness of various treasury products and services
• Drive and be accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development and delivery
• Focus on client relationship development, from growth of new client relationships to deepening existing relationships through thoughtful identification of client needs
• Maintain treasury industry expertise, line of business expertise, and broad understanding of bank structure and operational aspects of global cash management products and services
• Ensure responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and lead client-facing treasury presentations
• Partner with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client-focused cost/benefit analysis and bank-focused profitability analysis
• Lead pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year-over-Year (YoY) growth
• Coach and mentor Treasury Analysts and work with Servicing and Implementation teams to support client needs and deliver solutions
• Maintain consistent level of goal achievement and challenge self with performance metrics

Qualifications

Required

• 3 years of Treasury Sales Officer experience
• Ability to travel up to 30% 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 successfully 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 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

Desired

• B.S. or B.A. in finance, accounting, management, or another undergraduate degree
• Certified Treasury Professional Certification (CTP) or equivalent
• MBA or equivalent
• International banking experience
• Inclusive and inspiring: motivating team players who value collaboration, hard work, and celebrating shared success
• Authentic and passionate: highly engaged teammates whose intensity and intentions align with the work for clients and communities
• Innovative and curious: teammates with out-of-the-box ideas and solutions, who embrace change with a future-forward mindset, and challenge the status quo
• Confident and agile: strong, clear communicators who value giving and receiving feedback, easily build relationships, act decisively while being flexible and continuing to learn

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

Education

Bachelor’s Degree or equivalent work experience required.

Schedule

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