Jobs · Finance · California

Treasury Sales Officer I - Global Payment Solutions - Business Banking

Bank of America · Pleasanton, CA · 2 days ago
FinanceFull-time

Responsibilities

  • Actively manage and 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 of the portfolio, working closely with several partners including 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.
  • Provide product knowledge to deliver the best possible solution to meet the client and prospect’s needs.
  • Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.
  • 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 the thoughtful identification of client needs.
  • Partner 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.
  • Coaches and mentors Treasury Analysts and works with Servicing and Implementation teams to support client needs and deliver solutions.

Qualifications

  • 3 years of Treasury Sales Officer Experience
  • 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
  • Able to effectively work as an individual contributor as well as a close team member in a fast paced environment
  • Able to effectively manage competing priorities in an organized fashion while maintaining a consistent high level of client satisfaction

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