Treasury Sales Officer I - Global Payment Solutions Middle Market

We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content. We need to parse the job description. Content: - Intro paragraph about Bank of America purpose etc. That's "About the role" maybe. Could be considered "About the role". We'll include that as

About the role

with

containing that prose. - Then "Job Description: This job is responsible for the delivery of integrated treasury solutions..." That's also part of description; could be part of About the role or separate. We'll combine into About the role. - Then "Responsibilities:" with a long list. We'll create

Responsibilities

with

• items. Need to extract each bullet. The responsibilities text is a paragraph with many sentences; we need to split into list items. The instruction: Use
  • for any list of duties/requirements/benefits. So we need to turn the responsibilities into list items. We'll need to parse sentences separated by periods maybe. But we must preserve all substantive information; we can break into logical items. Let's extract responsibilities sentences: "The Treasury Sales Officer (TSO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Middle Market entities with corporate revenue values between $50 million - $2 billion. In some cases the TSO will also pursue client prospect opportunities outside of the portfolio. The TSO works closely with several 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 that best suits the clients’ needs. 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 solutioning positioning.Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and leading client-facing treasury presentations. This individual will also need to identify and evaluate treasury solutions based on a client focused cost/benefit analysis and bank focused profitability analysis.Maintains a strong client focus while also understanding the operational aspects of the bank. A strong bank and industry awareness of various treasury products and services used by clients will also aid in the success. Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics.Drives and is accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development and delivery.Focuses on client relationship development, from growth of new client relationships to deepening existing relationships through the thoughtful identification of client needs.Maintains a strong client focus, treasury industry expertise, line of business expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services.Ensures responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentationsPartners 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 analysisLeads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growthCoaches and mentors Treasury Analysts and works with Servicing and Implementation teams to support client needs and deliver solutions." We need to split into list items. Could be many; but we can group similar items. However must preserve all substantive info; we can keep each sentence as a list item. Let's do that. Now "Required Qualifications:" list. We'll create

    Requirements

    or

    Qualifications

    . The instruction says use headings like Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We have both Required Qualifications and Desired Skills and Skills list. We'll treat Required Qualifications as

    Requirements

    (or Qualifications). Probably "Requirements". We'll use

    Requirements

    with
    • . Desired Skills: list of items like B.S. or B.A., CTP, MBA, International Banking Experience, plus the "Inclusive and Inspiring:" etc. Those are more like desired attributes/skills. Could go under

      Skills

      or

      Desired Skills

      . The instruction says use

      Skills for section headings. So we can put all skill-related content under Skills. We'll include both Desired Skills and the Skills list (Account Management etc.) under Skills. We also have Minimum Education Requirement: Bachelor’s Degree or Equivalent Work Experience. That's also a qualification; could be under Requirements. Shift: 1st shift (United States of America) Hours Per Week: 40. That's schedule info. So we need a Schedule section with that info. Also maybe Pay? No pay info given, so we omit Pay section. Benefits? No benefits info given, omit Benefits. Now we need to ensure we don't repeat job title as heading. Not needed. We need to output only HTML fragment, no /, no markdown fences. Let's craft. First, About the role: combine intro paragraphs. Intro: "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. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!" Then job description sentence: "This job is responsible for the delivery of integrated treasury solutions to General Industry clients and prospects in the Middle Market 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." We'll combine into About the role paragraph(s). Could be multiple

      elements. Now Responsibilities: list items. We'll break each sentence into

      . Let's list them clearly: 1. Managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Middle Market entities with corporate revenue values between $50 million - $2 billion. 2. Pursuing client prospect opportunities outside of the portfolio (in some cases). 3. Working 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 that best suit clients’ needs. 4. Acting as digital ambassador driving mobile, digital and real time payments adoption; managing and leading strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning. 5. Being accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and leading client-facing treasury presentations. 6. Identifying and evaluating treasury solutions based on a client focused cost/benefit analysis and bank focused profitability analysis. 7. Maintaining a strong client focus while also understanding the operational aspects of the bank. 8. Leveraging strong bank and industry awareness of various treasury products and services used by clients to aid success. 9. Managing and leading strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning (duplicate? but keep). 10. Being motivated to maintain a consistent level of goal achievement and willing to challenge themselves with performance metrics. 11. Driving and being accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development and delivery. 12. Focusing on client relationship development, from growth of new client relationships to deepening existing relationships through thoughtful identification of client needs. 13. Maintaining a strong client focus, treasury industry expertise, line of business expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services. 14. Ensuring responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leading client facing treasury presentations. 15. Partnering 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. 16. Leading pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth. 17. Coaching and mentoring Treasury Analysts and working with Servicing and Implementation teams to support client needs and deliver solutions. We could combine duplicates but okay. Now Requirements: list required qualifications. From text: - 3 years of Treasury Sales Officer Experience - Ability to Travel between up to 25% 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. - Minimum Education Requirement: Bachelor’s Degree or Equivalent Work Experience We'll include Minimum Education as separate item. Now Skills: include Desired Skills and Skills list. Desired Skills bullet points: - 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: 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. Then Skills list: - 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