Jobs · Finance · Texas

Treasury Sales Officer II

Bank of America · Dallas, TX · 2 wk ago
FinanceFull-time

About the role

The Treasury Sales Officer (TSO) will be responsible for managing and aggressively growing treasury revenue across a portfolio of Large Corporate Natural Resource Group (NRG) clients. He or she will partner with Corporate Bankers, Trade, Liquidity, Investment, Foreign Exchange partners and others across the enterprise to develop customized treasury solutions that meet client objectives.

Responsibilities

  • 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 the operational aspects of 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.
  • Motivated to maintain a consistent level of goal achievement and 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
  • Excellent verbal/ written communication and presentation skills
  • 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
  • Ability to demonstrate creative thinking while adhering to guidelines
  • Strong business/financial acumen
  • 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
  • Strong executive presence both internally/externally

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 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
  • Strong executive presence both internally/externally

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

Shift

1st shift (United States of America)

Hours Per Week

40

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