Treasury Sales Officer II - Global Payment Solutions - Middle Market
Bank of America · San Diego, CA · 2 wk ago
Finance$100/hrFull-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 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.
- Identify and evaluate treasury solutions based on a client focused cost/benefit analysis and bank focused profitability analysis.
- Maintain a strong client focus while also understanding the operational aspects of the bank.
- Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.
- 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.
- Ensures responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations.
- Pairs 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.
- Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth.
- Coaches and mentors Treasury Analysts and works with Servicing and Implementation teams to support client needs and deliver solutions.
Qualifications
- 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
- Able 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