Jobs · Finance · Massachusetts

Treasury Sales Officer II- Global Payment Solutions - Paytech

Bank of America · Boston, MA · 2 days ago
FinanceFull-time

Responsibilities

  • Actively manage and pursue treasury revenue streams
  • Partner closely with client-facing teammates to consult on sales opportunities
  • Provide product knowledge to deliver the best possible solution to meet the client and prospect’s needs
  • Lead strategic client dialogue around payments, modernization, industry trends, client-centric issues, best practices, peer benchmarking, data analytics, and solution positioning
  • Drive 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
  • Knowledge of fintech and Paytech industry, including ecosystem participants such as processors, gateways, merchant acquirers, card networks, wallets, issuing platforms, banks, non-bank financial institutions and technology providers
  • 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

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