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