Jobs · Finance · North Carolina

Treasury Sales Officer II

Bank of America · Charlotte, NC · 2 wk ago
FinanceFull-time

About the role

The Treasury Sales Officer (TSO) will manage and grow treasury revenue across a portfolio of Large Corporate Natural Resource Group (NRG) clients. They will partner with various teams to develop tailored treasury solutions and be accountable for revenue growth, profitability, and client relationships.

Responsibilities

  • Manage and grow treasury revenue across a portfolio of Large Corporate Natural Resource Group (NRG) clients
  • Partner with Corporate Bankers, Trade, Liquidity, Investment, Foreign Exchange partners and others across the enterprise to develop customized treasury solutions that meet client objectives
  • Focus on growth of new and underpenetrated client relationships and expansion of existing relationships
  • Accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal/presentation development/delivery
  • Maintain a strong client focus, treasury industry expertise, understanding of the evolving tech, innovation, Energy Transition, and ESG landscape, client subsector expertise, and a broad understanding of bank structure and global cash management products and services
  • Possess strong communication and interpersonal skills, the ability to influence, lead, and mobilize business partners, and appropriate financial acumen
  • Be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves

Requirements

  • 6+ years of Treasury Management Sales experience
  • Broad and deep treasury / cash management industry experience, including global product knowledge and industry trends
  • Ability to travel 50% of the time
  • Seeking motivating team players who value collaboration, celebrating shared success, and who actively seek and appreciate diverse thoughts and backgrounds
  • Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities
  • 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
  • Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge
  • Proven negotiation and active listening skills
  • Proven business development and relationship management skills with a corporate client set
  • Excellent critical/strategic thinking and problem resolution skills
  • Proven ability to foster strong partnerships within the core team and the ability to build trust and market differentiating relationships with clients
  • Strong time management and prioritization skills
  • Able to effectively manage risk while balancing the needs of the client, the team, and the bank
  • Able to effectively work as an individual contributor as well as a supportive and collaborative team member, proactively engaging and mobilizing internal partners in a fast-paced environment

Qualifications

  • Required Qualifications:
    • 6+ years of Treasury Management Sales experience
    • Broad and deep treasury / cash management industry experience, including global product knowledge and industry trends
    • Ability to travel 50% of the time
    • Proven negotiation and active listening skills
    • Proven business development and relationship management skills with a corporate client set
    • Excellent critical/strategic thinking and problem resolution skills
    • Proven ability to foster strong partnerships within the core team and the ability to build trust and market differentiating relationships with clients
    • Strong time management and prioritization skills
    • Able to effectively manage risk while balancing the needs of the client, the team, and the bank
    • Able to effectively work as an individual contributor as well as a supportive and collaborative team member, proactively engaging and mobilizing internal partners in a fast-paced environment
  • Desired Qualifications:
    • Intrinsically motivated to continuously improve processes and/or one’s own education
    • Exercises the desire to mentor and sponsor other Associates
    • Certified Treasury Professional certification or equivalent

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

Benefits

Bank of America offers a competitive benefits package including health insurance, retirement plans, and paid time off.

Pay

$80,000 - $120,000 annually

Schedule

1st shift (United States of America)

Hours Per Week: 40

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