Jobs · Finance · Illinois

Treasury Sales Officer II – Global Large Corporate Consumer & Retail

Bank of America · Chicago, IL · 3 wk ago
FinanceFull-time

Responsibilities

  • Participate as the product sales or industry expert in client calls, identifying opportunities and influencing solutions.
  • Drive collaboration between product, sales, and client relationship teams to package marketing leading solutions that address client challenges.
  • Manage and aggressively grow treasury revenue and profitability across a portfolio of current and prospective Fortune 500 global companies within the Global Large Corporate Consumer and Retail Group.
  • Partner with Corporate Bankers, Liquidity, Investment, Payments, Receivables, Foreign Exchange, Card, Trade and Service partners and others across the enterprise to present customized working capital & treasury solutions that meet client objectives.
  • Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.
  • Identify and evaluate treasury solutions based on a client focused cost/benefit analysis and bank focused profitability analysis.
  • Ensure responsible revenue and balance sheet growth, profitability improvement, client calling and planning, 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.
  • 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.

Requirements

  • 5 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.

Qualifications

  • B.S. or B.A. in finance, accounting, management, or another undergraduate degree.
  • Certified Treasury Professional Certification (CTP) or equivalent.
  • International Cash Management, Card Solutions, and/or Trade & Supply Chain Finance experience.
  • Ability to lead small groups while effectively delegating tasks.
  • Exercise the desire to mentor and sponsor other associates.
  • 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.

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